宝城期货橡胶早报-20251112

Report Summary 1. Report Industry Investment Rating No relevant content provided. 2. Report Core View - Both Shanghai rubber and synthetic rubber futures 2601 contracts are expected to run strongly, with Shanghai rubber showing a slightly stronger trend in the short - term and both being in an oscillatory state in the medium - term [1][5][7] 3. Summary According to Related Catalogs Shanghai Rubber (RU) - View: Short - term is weak, medium - term is oscillatory, intraday is strong, and the reference view is strong operation [1][5] - Core Logic: The U.S. Senate's key step to end the federal government "shutdown" re - stimulates investors' risk appetite, and market optimism recovers. With the enhancement of macro factors and a decent supply - demand structure in the rubber market, the domestic Shanghai rubber futures 2601 contract maintained an oscillatory and stable trend on Tuesday night, with the futures price slightly rising 0.03% to 15,140 yuan/ton. It is expected to maintain an oscillatory and strong trend on Wednesday [5] Synthetic Rubber (BR) - View: Short - term is weak, medium - term is oscillatory, intraday is strong, and the reference view is strong operation [1][7] - Core Logic: The U.S. Senate's agreement to end the federal government "shutdown" boosts market optimism and investors' risk appetite. With the enhancement of macro factors and a decent supply - demand structure in the rubber market, the market has shifted from "expectation - driven" to "reality - dominated", and investors' sentiment has become more cautious. The domestic synthetic rubber futures 2601 contract showed an oscillatory and strong trend on Tuesday night, with the futures price slightly rising 0.97% to 10,375 yuan/ton. It is expected to maintain a strong trend on Wednesday [7]