永安合成橡胶早报-20250901

Group 1: Report Industry Investment Rating - No relevant information provided Group 2: Core View of the Report - No clear core view presented in the given content Group 3: Summary by Relevant Catalogs 1. BR Main Contract Overview - The closing price of the main contract on August 28 was 11,980, with a daily increase of 270 and a weekly increase of 320 [4]. - The open interest of the main contract was 41,078, up 1,166 daily and 5,323 weekly [4]. - The trading volume of the main contract was 132,297, a daily increase of 37,298 and a weekly increase of 42,963 [4]. - The number of warehouse receipts was 12,260, down 210 daily and up 70 weekly [4]. - The long - short ratio was 16.75 [4]. 2. Basis & Calendar Spread - The basis of cis - butadiene changed from 40 on August 22 to - 30 on August 28, a daily decrease of 120 and a weekly decrease of 70 [4]. - The basis of cis - butadiene (two major oil companies) changed from 240 on August 22 to 120 on August 28, a daily decrease of 270 and a weekly decrease of 120 [4]. - The basis between butadiene styrene and cis - butadiene changed from 590 on August 22 to 420 on August 28, a daily decrease of 270 and a weekly decrease of 170 [4]. - The spread between the 8 - 9 contracts changed from 145 on August 22 to 15 on August 28, a daily decrease of 260 and a weekly decrease of 130 [4]. - The spread between the 9 - 10 contracts was - 15 on August 28, a daily decrease of 5 and a weekly decrease of 35 [4]. 3. Spot Market - The market price in Shandong for cis - butadiene was 11,950 on August 28, up 150 daily and 250 weekly [4]. - The market price at Transfar for cis - butadiene was 11,900 on August 28, up 200 daily and 250 weekly [4]. - The ex - factory price of Qilu for cis - butadiene was 12,100 on August 28, unchanged daily and up 200 weekly [4]. - CFR Northeast Asia was 1,475, unchanged daily and no weekly change data available [4]. - CFR Southeast Asia was 1,725, unchanged daily and weekly [4]. 4. Processing & Import - Export - The spot processing profit of BR was - 32 on August 28, up 28 daily and down 31 weekly [4]. - The futures processing profit of BR was - 2 on August 28, up 178 daily and 40 weekly [4]. - The import profit was - 86,374 on August 28, up 232 daily and down 1,112 weekly [4]. - The export profit was - 495 on August 28, down 139 daily and 65 weekly [4]. 5. BD Price and Profit - The market price in Shandong for butadiene was 9,590 on August 28, up 90 daily and 275 weekly [4]. - The market price in Jiangsu for butadiene was 9,400 on August 28, up 100 daily and 150 weekly [4]. - The carbon four extraction profit was not available on August 28, and previous data showed fluctuations [4]. - The butene oxidative dehydrogenation profit was 306 on August 28, up 100 daily and 150 weekly [4]. - The import profit of butadiene was not available on August 28, and previous data showed changes [4]. - The export profit of butadiene was - 93 on August 28, down 93 daily and up 29 weekly [4]. 6. Downstream Profit - The production profit of ABS was 33 on August 28, up 24 daily and 102 weekly [4]. - The production profit of SBS (791 - H) was 1,090 on August 28, unchanged daily and down some amount (data incomplete) weekly [4]. 7. Inter - Variety and Intra - Variety Spreads - The spread between RU - BR was - 25,133 on August 28, down 981 daily and 5,003 weekly [4]. - The spread between NR - BR was - 28,298 on August 28, down 1,001 daily and 5,053 weekly [4]. - The spread between Thai mixed rubber and cis - butadiene was 2,900 on August 28, unchanged daily and weekly [4]. - The spread between 3L and butadiene styrene was 2,750 on August 28, up 150 daily and 150 weekly [4]. - The spread between standard and non - standard cis - butadiene was 200 on August 28, down 50 daily and unchanged weekly [4]. - The spread between butadiene styrene 1502 and 1712 was 900 on August 28, unchanged daily and down 100 weekly [4].