合成橡胶早报-20251015
Yong An Qi Huo·2025-10-15 01:06
  1. Report Industry Investment Rating - No relevant content provided 2. Core View of the Report - No explicit core view presented in the provided content 3. Summary by Related Catalogs 3.1 BR (Butadiene Rubber) - Contract Data: On October 14, the closing price of the main contract was 10,780, down 140 from the previous day and 560 from the previous week; the position was 29,075, down 2,938 from the previous day and 9,475 from the previous week; the trading volume was 65,011, down 48,235 from the previous day and 93,149 from the previous week [3]. - Warehouse Receipts and Ratios: The warehouse receipt quantity was 8,750, up 200 from the previous day and 1,150 from the previous week; the virtual - to - real ratio was 16.61, down 2 from the previous day and 9 from the previous week [3]. - Basis and Spread: The butadiene rubber basis was 270, up 40 from the previous day and 210 from the previous week; the 10 - 11 spread was down 20 from the previous day and 145 from the previous week [3]. - Prices: The Shandong market price was 11,050, down 100 from the previous day and 350 from the previous week; the Qilu ex - factory price was 11,200, unchanged from the previous day and down 300 from the previous week [3]. - Profits: The spot processing profit was 78, down 151 from the previous day and up 160 from the previous week; the import profit was - 79,720, down 100 from the previous day and up 1,903 from the previous week; the export profit was 435, up 87 from the previous day and 323 from the previous week [3]. 3.2 BD (Butadiene) - Prices: On October 14, the Shandong market price was 8,600, up 50 from the previous day and down 500 from the previous week; the Jiangsu market price was 8,450, unchanged from the previous day and down 500 from the previous week; the Yangzi ex - factory price was 8,600, unchanged from the previous day and down 400 from the previous week [3]. - Profits: The carbon four extraction profit was N/A; the butene oxidation dehydrogenation profit was - 224, up 70 from the previous day and down 430 from the previous week; the import profit was 80, unchanged from the previous day and down 313 from the previous week; the export profit was - 548, unchanged from the previous day and up 127 from the previous week [3]. 3.3 Downstream Profits - The butadiene rubber production profit was - 192, down 191 from the previous day and 50 from the previous week; the styrene - butadiene rubber production profit was 888, up 38 from the previous day and 50 from the previous week; the SBS (791 - H) production profit was 730, up 45 from the previous day and down 360 from the previous week [3]. 3.4 Spreads - Inter - Variety Spreads: On October 14, the RU - BR spread was - 14,230, up 2,843 from the previous day and 8,945 from the previous week; the NR - BR spread was - 17,085, up 2,888 from the previous day and 9,035 from the previous week; the Thai mixed - butadiene rubber spread was 3,400, up 100 from the previous day and unchanged from the previous week [3]. - Intra - Variety Spreads: The standard - non - standard butadiene rubber spread was 400, down 50 from the previous day and up 200 from the previous week; the styrene - butadiene rubber 1502 - 1712 spread was 1,000, up 50 from the previous day and unchanged from the previous week [3].