Industry Investment Rating No relevant content provided. Core Viewpoints - Both Shanghai rubber and synthetic rubber are expected to run weakly, with short - term and medium - term trends being oscillatory and the intraday trend being oscillatory and weak [1][5][7] Summary by Variety Shanghai Rubber (RU) - Price Performance: On Friday, the domestic Shanghai rubber futures 2601 contract closed slightly lower by 0.28% to 15,765 yuan/ton [5] - Core Logic: This week, the Fed has its September interest - rate meeting, with a high probability of a 25 - basis - point rate cut. The Southeast Asian rubber - producing areas are in the peak tapping season. The supply recovery expectation in the rubber market has increased as the positive impact of the unrest in Indonesia fades and the impact of weather on Hainan's rubber - producing area is digested. Although the domestic auto market's production and sales in August were better than expected, the positive factors have been over - exploited [5] Synthetic Rubber (BR) - Price Performance: On Friday night, the domestic synthetic rubber futures 2511 contract closed slightly higher by 0.04% to 11,550 yuan/ton [7] - Core Logic: This week, the Fed has its September interest - rate meeting, with a high probability of a 25 - basis - point rate cut. Although the domestic auto market's production and sales in August were better than expected, the positive factors have been over - exploited [7]
宝城期货橡胶早报-20250915
Bao Cheng Qi Huo·2025-09-15 08:18