合成橡胶早报-20251106

Group 1: Report Overview - Report Name: Synthetic Rubber Morning Report [2] - Release Date: November 6, 2025 [3] - Research Team: Energy and Chemicals Team of the Research Center [3] - Data Sources: Mysteel, Wind [8] Group 2: BR (Butadiene Rubber) Analysis Futures Market - BR主力合约(12): Price on November 5 was 10,235, up 30 from the previous day and down 565 from the previous week [4] - 持仓量: 28,838 on November 5, down 7,032 from the previous day and down 18,547 from the previous week [4] - 成交量: 83,480 on November 5, down 8,210 from the previous day and down 41,857 from the previous week [4] - 仓単数量: 8,560 on November 5, down 20 from the previous day and down 20 from the previous week [4] - 虚实比: 16.84 on November 5, down 4 from the previous day and down 11 from the previous week [4] Basis, Spread, and Inter - Variety Spreads - 顺丁基差: -32 on November 5, down 130 from the previous day and down 35 from the previous week [4] - 丁苯基差: 365 on November 5, down 230 from the previous day and down 85 from the previous week [4] - 12 - 01: 90 on November 5, unchanged from the previous day and up 65 from the previous week [4] - 01 - 02: 10 on November 5, up 10 from the previous day and up 35 from the previous week [4] - RU - BR: 4,615 on November 5, down from the previous day and up 15 from the previous week [4] - NR - BR: 1,700 on November 5, down from the previous day and down 25 from the previous week [4] Spot Market - 山东市场价: 10,200 on November 5, down 100 from the previous day and down 600 from the previous week [4] - 传化市场价: 10,150 on November 5, unchanged from the previous day and down 550 from the previous week [4] - 齐鲁出厂价: 10,200 on November 5, down 300 from the previous day and down 800 from the previous week [4] - CFR东北亚: 1,450 on November 5, unchanged from the previous day and the previous week [4] - CFR东南亚: 1,700 on November 5, unchanged from the previous day and the previous week [4] Profit Analysis - 现货加工利润: 937 on November 5, up 28 from the previous day and up 89 from the previous week [4] - 进口利润: -1,989 on November 5, down 101 from the previous day and down 653 from the previous week [4] - 出口利润: 2,598 on November 5, up 87 from the previous day and up 573 from the previous week [4] Group 3: BD (Butadiene) Analysis Spot Market - 山东市场价: 价格数据不完整 on November 5, down 125 from the previous day and down 675 from the previous week [4] - 江苏市场价: 6,750 on November 5, down 50 from the previous day and down 825 from the previous week [4] - 扬子出厂价: 6,900 on November 5, unchanged from the previous day and down 1,000 from the previous week [4] - CFR中国: 820 on November 5, down 30 from the previous day and down 120 from the previous week [4] Profit Analysis - 乙烯裂解利润: Data incomplete [4] - 碳四抽提利润: Data incomplete [4] - 丁烯氧化脱氢利润: -1,994 on November 5, down 120 from the previous day and down 1,130 from the previous week [4] - 进口利润: -6 on November 5, up 191 from the previous day and up 109 from the previous week [4] - 出口利润: -461 on November 5, down 527 from the previous day and down 642 from the previous week [4] Group 4: Production Profit Analysis of Related Products - 丁苯生产利润: 1,463 on November 5, unchanged from the previous day and up 250 from the previous week [4] - ABS生产利润: Data incomplete, up 58 from the previous day and down 24 from the previous week [4] - SBS生产利润: Data incomplete, down 300 from the previous day and down 500 from the previous week [4]