宝城期货橡胶早报-2025-10-24-20251024

Report Summary 1. Report Industry Investment Rating No information provided. 2. Report's Core View - Both Shanghai rubber (RU) 2601 and synthetic rubber (BR) 2512 are expected to run strongly in the short - term and intraday, while showing a weakening trend in the medium - term [1][5][7]. 3. Summary According to Related Catalogs Shanghai Rubber (RU) - Short - term, Medium - term, and Intraday Views: Short - term: oscillating; Medium - term: oscillating and weakening; Intraday: oscillating and strengthening; Overall reference view: running strongly [1][5]. - Core Logic: Recent Sino - US economic and trade consultations and positive policies from the Fourth Plenary Session of the 20th Central Committee have improved the macro - sentiment. The rubber futures sector has undergone valuation repair. The supply - demand structure of the rubber market has slightly improved, with optimistic automobile production and sales data in China and typhoon interference on the supply side. On Thursday night, the 2601 contract of Shanghai rubber futures closed up 1.44% to 15,445 yuan/ton and is expected to maintain an oscillating and strengthening trend on Friday [5]. Synthetic Rubber (BR) - Short - term, Medium - term, and Intraday Views: Short - term: oscillating; Medium - term: oscillating and weakening; Intraday: oscillating and strengthening; Overall reference view: running strongly [1][7]. - Core Logic: Similar to Shanghai rubber, positive macro - factors have led to valuation repair in the rubber futures sector. The supply - demand structure of the rubber market has slightly improved, and automobile production and sales data in China are optimistic. On Thursday night, the 2512 contract of synthetic rubber futures closed up 1.13% to 11,230 yuan/ton and is expected to maintain an oscillating and strengthening trend on Friday [7].