宝城期货橡胶早报-20250916

Report Summary 1. Report Industry Investment Rating No relevant content provided. 2. Report Core View - Both Shanghai rubber (RU) and synthetic rubber (BR) are expected to run strongly. Shanghai rubber futures 2601 contract and synthetic rubber futures 2511 contract are likely to maintain a volatile and slightly stronger trend on Tuesday [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: volatile and slightly stronger; Overall view: run strongly [1][5]. - Core Logic: The probability of the Fed cutting interest rates by 25 basis points in the September meeting is high, and the Sino - US economic and trade talks have achieved positive results, improving the macro - sentiment. Meanwhile, the supply recovery expectation in the rubber market is increasing as the Southeast Asian production areas are in the peak tapping season and the impact of various factors on supply has been digested. On Monday, the 2601 contract of Shanghai rubber futures closed up 0.79% to 15,995 yuan/ton [5]. Synthetic Rubber (BR) - Short - term, Medium - term, and Intraday Views: Short - term: volatile; Medium - term: volatile; Intraday: volatile and slightly stronger; Overall view: run strongly [1][7]. - Core Logic: The probability of the Fed cutting interest rates by 25 basis points in the September meeting is high, and the Sino - US economic and trade talks have achieved positive results, improving the macro - sentiment. Although the domestic auto market production and sales in August were better than expected, the positive factors were overdrawn. On Monday, the 2511 contract of synthetic rubber futures closed up 0.86% to 11,690 yuan/ton [7].