合成橡胶早报-20251114
Yong An Qi Huo·2025-11-14 00:43

Report Summary 1. Report Industry Investment Rating - Not mentioned in the provided content 2. Core View of the Report - Not explicitly stated in the provided text, but the report presents detailed data on the synthetic rubber market including prices, trading volume, open interest, basis, and profit margins for various products such as BR and BD 3. Summary by Relevant Catalog BR (Butadiene Rubber) - Futures Data: The BR主力合约(12) price was 10480 on 11/13, with a daily increase of 50 and a weekly increase of 290. Open interest was 76365, down 32 from the previous day and 9321 from the previous week. Trading volume was 99633, down 51880 from the previous day. The warehouse receipt quantity was 12510, down 100 from the previous day but up 210 from the previous week. The long - short ratio was 30.52 [3] - Basis and Spread: The BR basis was 20 on 11/13, up 50 from the previous day and down 90 from the previous week. The 12 - 01 spread was 0, down 35 from the previous week. RU - BR was 4910, up 120 from the previous day and 105 from the previous week. NR - BR was 1920, up 170 from the previous day and 75 from the previous week [3] - Spot Prices: The Shandong market price was 10500, up 100 from the previous day and 200 from the previous week. The Transfar market price was 10420, up 20 from the previous day and 220 from the previous week. The Qilu ex - factory price was 10300, unchanged from the previous day but up 100 from the previous week. CFR Northeast Asia was 1400, unchanged from the previous day but down 50 from the previous week. CFR Southeast Asia was 1682, unchanged from the previous day but down 15 from the previous week [3] - Profit Margins: The spot processing profit was 1007, up 100 from the previous day and 47 from the previous week. The import profit was - 1269, up 97 from the previous day and 608 from the previous week. The export profit was 2213, down 84 from the previous day and 286 from the previous week [3] BD (Butadiene) - Spot Prices: The Shandong market price was 7150, unchanged from the previous day but up 150 from the previous week. The Jiangsu market price was 6950, unchanged from the previous day but up 50 from the previous week. The Yangzi ex - factory price was 7000, up 100 from the previous day and 100 from the previous week. CFR China was 790, unchanged from the previous day but down 20 from the previous week [3] - Profit Margins: The ethylene cracking profit data was incomplete. The carbon - four extraction profit data was incomplete. The butene oxidative dehydrogenation profit was - 1724, unchanged from the previous day but up 50 from the previous week. The import profit was 445, down 2 from the previous day but up 214 from the previous week. The export profit was - 1071, down 70 from the previous day and 1613 from the previous week. The styrene - butadiene production profit was 1200, down 75 from the previous day but up 25 from the previous week. The ABS production profit was - 24, down 57 from the previous day and 50 from the previous week. The SBS production profit was - 160, down 70 from the previous day and 370 from the previous week [3]