宝城期货橡胶早报-2025-10-13：品种晨会纪要-20251013

Report Summary 1. Report Industry Investment Rating No information is provided regarding the report industry investment rating. 2. Report's Core View - The overall view is that both Shanghai rubber (RU) and synthetic rubber (BR) are expected to run weakly. For Shanghai rubber 2601 and synthetic rubber 2512, the short - term view is oscillating weakly, the medium - term view is downward, and the intraday view is downward [1]. - Systemic risks have emerged, with President Trump restarting the tariff war targeting China and the US bipartisan deadlock leading to a government shutdown, which has caused negative sentiment to spread and put pressure on rubber and synthetic rubber futures [5][6]. 3. Summary by Relevant Catalogs Shanghai Rubber (RU) - Price Performance: On Friday, the Shanghai rubber 2601 contract fell significantly by 2.05% to 15,045 yuan/ton [5]. - Market Outlook: The 2601 contract's moving averages maintain a bearish trend. It is expected to maintain an oscillating and weakly downward trend on Monday [5]. Synthetic Rubber (BR) - Price Performance: On Friday, the domestic synthetic rubber 2512 contract fell significantly by 2.77% to 10,890 yuan/ton [6]. - Market Outlook: It is expected that the domestic synthetic rubber 2512 contract will maintain an oscillating and weakly downward trend on Monday [6].