宝城期货橡胶早报-20251023
Bao Cheng Qi Huo·2025-10-23 01:29

Report Summary 1. Report Industry Investment Rating No relevant content 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 oscillating and strong, and a medium - term view of being oscillating and weak [1][5][7]. 3. Summary Based on Related Catalogs Shanghai Rubber (RU) - Price Performance: On Wednesday night, the domestic Shanghai rubber futures 2601 contract maintained an oscillating and strong trend, with the futures price rising slightly by 0.89% to 15,250 yuan/ton. It is expected to maintain an oscillating and strong trend on Thursday [5]. - Core Logic: The macro - bearish sentiment has weakened as US President Trump actively released easing signals. The better - than - expected domestic new car production and sales data in September have supported the correction of industrial factors, boosting the confidence of long - position holders in the rubber market [5]. Synthetic Rubber (BR) - Price Performance: On Wednesday night, the domestic synthetic rubber futures 2512 contract showed an oscillating and strong trend, with the futures price rising slightly by 1.23% to 11,150 yuan/ton. It is expected to maintain an oscillating and strong trend on Thursday [7]. - Core Logic: Similar to Shanghai rubber, the macro - bearish sentiment has weakened due to Trump's signal, and the better - than - expected new car production and sales data in September have corrected industrial factors and enhanced the confidence of long - position holders in the rubber market [7]. 4. Other Notes - For varieties with night trading, the starting price is the night - trading closing price; for those without, it is the previous day's closing price. The ending price is the day - trading closing price for calculating the price change [2]. - A decline greater than 1% is considered a fall, a decline of 0 - 1% is oscillating and weak, a rise of 0 - 1% is oscillating and strong, and a rise greater than 1% is a rise [3]. - The oscillating and strong/weak view only applies to the intraday view, not the short - term and medium - term views [4].