宝城期货橡胶早报：品种晨会纪要-20250925

Report Summary 1. Report Industry Investment Rating - No industry investment rating is provided in the report. 2. Core Viewpoints - The report suggests that both Shanghai rubber (RU) and synthetic rubber (BR) are expected to run strongly in the short - term and intraday, with a mid - term view of oscillation. The strengthening of bullish factors has led to the stabilization of the rubber price oscillations [1][5][6]. 3. Summary by Related Catalogs Shanghai Rubber (RU) - Short - term, Mid - term, and Intraday Views: Short - term: oscillation; Mid - term: oscillation; Intraday: oscillation with a slight upward bias; Overall view: run strongly [1][5]. - Core Logic: The Fed recently cut interest rates by 25 basis points as expected. After the rubber price digested market sentiment, the Shanghai rubber futures 2601 contract showed a stage of oscillatory stabilization on Wednesday night, with the price slightly rising 0.54% to 15,690 yuan/ton. It is expected to maintain an oscillatory and stable trend on Thursday [5]. Synthetic Rubber (BR) - Short - term, Mid - term, and Intraday Views: Short - term: oscillation; Mid - term: oscillation; Intraday: oscillation with a slight upward bias; Overall view: run strongly [1][6]. - Core Logic: The Fed's interest - rate cut and the market sentiment digestion led to the stable oscillation of the synthetic rubber futures 2511 contract on Wednesday night, with the price slightly rising 0.04% to 11,550 yuan/ton. It is expected to maintain an oscillatory and slightly upward - biased trend on Thursday [6].