合成橡胶早报-20251020
Yong An Qi Huo·2025-10-20 02:06
  1. Report Industry Investment Rating - No information provided in the given content. 2. Core View of the Report - No explicit core view is presented in the provided content. The report mainly offers data on various indicators of synthetic rubber, including prices, positions, trading volumes, basis, and profit margins. 3. Summary by Related Catalogs 3.1 BR (Butadiene Rubber) - Price and Position Indicators: On October 17, the closing price of the main contract was 10,925, a daily decrease of 210 and a weekly increase of 5; the position volume was 17,001, a daily decrease of 1,410 and a weekly decrease of 15,012; the trading volume was 57,027, a daily decrease of 19,877 and a weekly decrease of 56,219; the warrant quantity was 8,750, with no daily change and a weekly increase of 200; the long - short ratio was 9.71, a daily decrease of 1 and a weekly decrease of 9 [3]. - Basis and Spread: The butadiene basis was 125, a daily increase of 210 and a weekly decrease of 105; the butadiene basis (two - oil) was 275, a daily increase of 210 and a weekly decrease of 5; the 10 - 11 spread was 290, a daily increase of 345 and a weekly increase of 380; the 11 - 12 spread was 100, a daily increase of 15 [3]. - Market Prices: The Shandong market price was 11,050, with no daily change and a weekly decrease of 100; the Chuanhua market price was 10,900, with no daily change and a weekly decrease of 20; the Qilu ex - factory price was 11,200, with no daily or weekly change; CFR Northeast Asia was 1,500, with no daily or weekly change; CFR Southeast Asia was 1,700, with no daily or weekly change [3]. - Processing and Import - Export Profits: The spot processing profit was 53, a daily increase of 26 and a weekly decrease of 177; the on - disk processing profit was - 73, a daily decrease of 185 and a weekly decrease of 72; the import profit was - 79,618, a daily increase of 4 and a weekly increase of 3; the export profit was 424, with no daily change and a weekly increase of 75 [3]. 3.2 BD (Butadiene) - Market Prices: The Shandong market price was 8,625, a daily decrease of 25; the Jiangsu market price was 8,550, with no daily change and a weekly increase of 100; the Yangzi ex - factory price was 8,600, with no daily or weekly change; CFR China was 1,010, with no daily change and a weekly decrease of 35 [3]. - Processing and Import - Export Profits: The carbon four extraction profit was N/A; the butene oxidative dehydrogenation profit was - 124, with no daily change and a weekly increase of 170; the import profit was 269, with no daily change and a weekly increase of 391; the export profit was - 892, a daily decrease of 72 and a weekly decrease of 111 [3]. - Downstream Profits: The butadiene rubber production profit was - 73, a daily decrease of 182 and a weekly decrease of 72; the styrene - butadiene rubber production profit was 750, a daily increase of 25 and a weekly decrease of 138; the ABS production profit was N/A; the SBS production profit (791 - H) was 760, a daily increase of 30 and a weekly increase of 75 [3]. 3.3 Variety Spreads - Cross - Variety Spreads: RU - BR was - 2,306, a daily increase of 1,205 and a weekly increase of 14,767; NR - BR was - 4,776, a daily increase of 1,320 and a weekly increase of 15,197; Thai mixed - butadiene rubber was 3,500, a daily decrease of 130 and a weekly increase of 200; 3L - styrene - butadiene rubber was 3,400, a daily decrease of 100 and a weekly decrease of 50 [3]. - Intra - Variety Spreads: The butadiene rubber standard - non - standard price difference was 300, a daily increase of 50 and a weekly decrease of 150; the styrene - butadiene rubber 1502 - 1712 spread was 920, a daily increase of 20 and no weekly change [3].