宝城期货橡胶早报-20250917

1. Report Industry Investment Rating - No information provided on the industry investment rating in the given content. 2. Report's Core View - Both Shanghai rubber futures 2601 contract and synthetic rubber futures 2511 contract 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 According to Related Catalogs For Shanghai Rubber (RU) - Price Performance: On Tuesday, the domestic Shanghai rubber futures 2601 contract showed a weakly volatile trend, with the futures price slightly down 0.28% to 15,955 yuan/ton [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. The Southeast Asian rubber - producing areas are in the peak tapping season, and the supply recovery expectation in the rubber market is increasing [5]. - Outlook: It is expected that on Wednesday, the domestic Shanghai rubber futures 2601 contract may maintain a strongly volatile trend [5]. For Synthetic Rubber (BR) - Price Performance: On Tuesday, the domestic synthetic rubber futures 2511 contract maintained a stable and volatile trend, with the futures price slightly up 0.09% to 11,680 yuan/ton [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 [7]. - Outlook: It is expected that on Wednesday, the domestic synthetic rubber futures 2511 contract may maintain a strongly volatile trend [7].