合成橡胶早报-20250904

Group 1: Report Information - Report Name: Yong'an Synthetic Rubber Morning Report [2][12][22] - Research Team: Research Center Energy and Chemicals Team [2][12][22] - Report Date: September 4, 2025 [2][12][22] Group 2: BR (Butadiene Rubber) Market Data Demand Side - Main contract closing price on September 3: 11,885, weekly change: +175 [3][13][23] - Main contract open interest on September 3: 28,944, weekly change: -10,968 [3][13][23] - Main contract trading volume on September 3: 105,069, weekly change: +10,070 [3][13][23] - Warehouse receipt quantity on September 3: 12,540, weekly change: +70 [3][13][23] - Virtual - real ratio on September 3: 11.54, weekly change: -4 [3][13][23] Basis & Monthly Spread - Butadiene - styrene basis on September 3: 515, weekly change: -175 [3][13][23] - 8 - 9 monthly spread on September 3: 250, weekly change: -25 [3][13][23] - 9 - 10 monthly spread on September 3: 0, weekly change: +10 [3][13][23] Spot Market - Shandong market price on September 3: 11,900, weekly change: +100 [3][13][23] - Chuanhua market price on September 3: 11,800, weekly change: +100 [3][13][23] - Qilu ex - factory price on September 3: 12,100, weekly change: 0 [3][13][23] - CFR Northeast Asia on September 3: 1,500, weekly change: +25 [3][13][23] - CFR Southeast Asia on September 3: 1,700, weekly change: -25 [3][13][23] Processing & Import - Export - Spot processing profit on September 3: -92, weekly change: -2 [3][13][23] - Futures processing profit on September 3: -107, weekly change: +73 [3][13][23] - Import profit on September 3: -86,225, weekly change: +381 [3][13][23] - Export profit on September 3: -294, weekly change: +63 [3][13][23] Group 3: BD (Butadiene) Market Data Price - Shandong market price on September 3: 9,600, weekly change: +100 [3][13][23] - Jiangsu market price on September 3: 9,400, weekly change: +100 [3][13][23] - Yangzi ex - factory price on September 3: 9,500, weekly change: 0 [3][13][23] - CFR China on September 3: 1,095, weekly change: 0 [3][13][23] Processing & Import - Export - Carbon four extraction profit: Data unavailable on September 3 [3][13][23] - Butene oxidative dehydrogenation profit on September 3: 236, weekly change: +30 [3][13][23] - Import profit on September 3: 416, weekly change: +125 [3][13][23] - Export profit on September 3: -1,010, weekly change: +71 [3][13][23] Downstream Profit - Butadiene - styrene production profit on September 3: 1,125, weekly change: +50 [3][13][23] - ABS production profit data unavailable on September 3 [3][13][23] - SBS (791 - H) production profit on September 3: Data stable, weekly change: -125 [3][13][23] Group 4: Spread Data Inter - Variety Spread - RU - BR spread on September 3: -13,059, weekly change: +11,093 [3][13][23] - NR - BR spread on September 3: -16,229, weekly change: +11,068 [3][13][23] - Thai mixed - butadiene spread on September 3: 3,000, weekly change: +100 [3][13][23] - 3L - butadiene - styrene spread on September 3: 2,700, weekly change: +100 [3][13][23] Intra - Variety Spread - Standard - non - standard butadiene price difference on September 3: 250, weekly change: 0 [3][13][23] - Butadiene - styrene 1502 - 1712 spread on September 3: 1,000, weekly change: +100 [3][13][23]