宝城期货橡胶早报-2025-11-11-20251111

Report Summary 1. Report Industry Investment Rating - Not provided in the given content 2. Report's Core View - Both Shanghai rubber (RU) 2601 and synthetic rubber (BR) 2601 are expected to run strongly, with a short - term weak trend, a medium - term oscillatory trend, and a strong intraday trend [1][5][7] 3. Summary by Related Catalogs Shanghai Rubber (RU) - Price Performance: On the night session of Monday this week, the domestic Shanghai rubber futures 2601 contract maintained an oscillatory and stable trend, with the futures price slightly rising 0.76% to 15,160 yuan/ton [5] - Driving Logic: The Senate of the US Congress has reached an agreement to end the federal government "shutdown", which has improved market optimism and boosted investors' risk appetite. After the enhancement of macro factors, combined with the acceptable supply - demand structure of the rubber market, it is expected that the Shanghai rubber 2601 contract may maintain an oscillatory and strong trend on Tuesday this week [5] Synthetic Rubber (BR) - Price Performance: On the night session of Monday this week, the domestic synthetic rubber futures 2601 contract showed an oscillatory and strong trend, with the futures price slightly rising 0.83% to 10,285 yuan/ton [7] - Driving Logic: The Senate of the US Congress has reached an agreement to end the federal government "shutdown", which has improved market optimism and boosted investors' risk appetite. After the enhancement of macro factors, combined with the acceptable supply - demand structure of the rubber market. The market has shifted from "expectation - driven" to "reality - dominated", and investors' sentiment has become more cautious. It is expected that the domestic synthetic rubber futures 2601 contract may maintain a strong trend on Tuesday this week [7]