宝城期货橡胶早报-20250924

Report Summary 1. Report Industry Investment Rating No information provided. 2. Report's Core View - Both Shanghai rubber (RU) and synthetic rubber (BR) are expected to run strongly, with an intraday view of being strongly volatile and a medium - term view of being volatile. For Shanghai rubber, the 2601 contract is expected to maintain a volatile and stable trend on Wednesday; for synthetic rubber, the 2511 contract is expected to maintain a strongly volatile trend on Wednesday [1][5][7]. 3. Summary by Related Catalogs Shanghai Rubber (RU) - Time - frame Views: Short - term: volatile; Medium - term: volatile; Intraday: strongly volatile; Overall view: strongly run [1]. - Core Logic: The Fed recently cut interest rates by 25 basis points as expected. The dot - plot shows two more rate cuts in Q4 2025 and only one in 2026, slower than the market's pricing of three cuts. After the rubber price center shifted down to digest market sentiment, the 2601 contract of domestic Shanghai rubber futures stabilized on Tuesday night, with the futures price rising slightly by 0.22% to 15,605 yuan/ton. There is resistance to further rebound [5]. Synthetic Rubber (BR) - Time - frame Views: Short - term: volatile; Medium - term: volatile; Intraday: strongly volatile; Overall view: strongly run [1]. - Core Logic: Similar to Shanghai rubber, after the Fed's rate cut and price adjustment, the 2511 contract of domestic synthetic rubber futures maintained a volatile rebound on Tuesday night, with the futures price rising slightly by 0.61% to 11,550 yuan/ton [7].