宝城期货橡胶早报-20251118

Report Summary 1. Report Industry Investment Rating - No specific industry investment rating is provided in the report. 2. Report's Core View - Both沪胶 (RU) and合成胶 (BR) are expected to run strongly, with short - term weakness, medium - term oscillation, and intraday strength [1][5][7]. 3. Summary by Related Catalogs For沪胶 (RU) - Short - term view: Weak [1] - Medium - term view: Oscillation [1] - Intraday view: Strong [1] - Reference view: Run strongly [1] - Core logic: The US Senate's key step to end the federal government "shutdown" re - stimulates investors' risk preference, and market optimism recovers. With the strengthening of macro factors and optimistic domestic automobile production and sales data in the rubber market downstream,沪胶 futures maintained an oscillating and stable trend in the overnight session on Monday and are expected to maintain an oscillating and strong trend on Tuesday [5]. For合成胶 (BR) - Short - term view: Weak [1] - Medium - term view: Oscillation [1] - Intraday view: Strong [1] - Reference view: Run strongly [1] - Core logic: The US Congress Senate's agreement to end the federal government "shutdown" boosts investors' risk preference. With the strengthening of macro factors and optimistic domestic automobile production and sales data in the rubber market downstream, the market has shifted from "expectation - driven" to "reality - dominated".合成胶 futures showed an oscillating and stable trend in the overnight session on Monday and are expected to maintain a strong trend on Tuesday [7].