宝城期货橡胶早报-20250826

Report Summary 1. Report Industry Investment Rating - Not provided in the given content 2. Report's Core View - Both Shanghai rubber (RU) and synthetic rubber (BR) are expected to run strongly, with an intraday view of being strongly volatile and a medium - term view of being volatile [1][5][7] 3. Summary by Related Catalogs Shanghai Rubber (RU) - Short - term, Medium - term, and Intraday Views: Short - term: volatile; Medium - term: volatile; Intraday: strongly volatile, with a reference view of running strongly [1][5] - Core Logic: The domestic Shanghai rubber futures market is dominated by supply - demand fundamentals. Southeast Asian producing areas are in the peak tapping season, and domestic producing areas are also releasing new rubber output, resulting in high supply pressure. The domestic tire industry has falling inventory, reduced operating load, blocked export sales, and slowed growth. With the increasing expectation of the Fed's interest rate cut, the macro - positive atmosphere has strengthened. On the night of Monday this week, the 2601 contract of domestic Shanghai rubber futures maintained a strongly volatile trend, with the futures price rising slightly by 0.41% to 15,905 yuan/ton. It is expected to maintain a strongly volatile trend on Tuesday [5] Synthetic Rubber (BR) - Short - term, Medium - term, and Intraday Views: Short - term: volatile; Medium - term: volatile; Intraday: strongly volatile, with a reference view of running strongly [1][7] - Core Logic: The domestic synthetic rubber futures market is dominated by supply - demand fundamentals. The domestic synthetic rubber device load is stable, and the supply pressure has increased slightly. The domestic tire industry has falling inventory, reduced operating load, blocked export sales, and slowed growth. With the increasing expectation of the Fed's interest rate cut, the macro - positive atmosphere has strengthened. On the night of Monday this week, the 2510 contract of domestic synthetic rubber futures maintained a strongly volatile trend, with the futures price rising slightly by 0.21% to 11,950 yuan/ton. It is expected to maintain a strongly volatile trend on Tuesday [7]