宝城期货橡胶早报-2026-01-06-20260106

Report Summary 1. Report Industry Investment Rating No relevant information provided. 2. Report's Core View - Both Shanghai rubber (RU) and synthetic rubber (BR) are expected to run in a strong - leaning pattern on the short - term, mid - term, and intraday basis, with an overall view of strong - leaning operation [1][5][7]. 3. Summary by Related Categories Shanghai Rubber (RU) - Short - term, Mid - term, and Intraday Views: Short - term and mid - term views are "oscillation", while the intraday view is "strong - leaning". The overall view is "strong - leaning operation" [1][5]. - Core Logic: The weakening of geopolitical risks in Thailand and Cambodia has reduced the expected decline in Southeast Asian rubber supply, weakening the bullish drive. However, domestic Yunnan and Hainan natural rubber production areas are in the off - season, reducing domestic supply pressure. Southeast Asia is in the peak tapping season. Meanwhile, domestic automobile production and sales data are optimistic, and December heavy - truck sales are better than expected. Supported by a bullish atmosphere, the rubber market maintains a strong - leaning pattern [5]. Synthetic Rubber (BR) - Short - term, Mid - term, and Intraday Views: Short - term and mid - term views are "oscillation", while the intraday view is "strong - leaning". The overall view is "strong - leaning operation" [1][7]. - Core Logic: Optimistic domestic automobile production and sales data, better - than - expected December heavy - truck sales data, and the strong - leaning oscillation pattern of Shanghai rubber futures indirectly support synthetic rubber futures. The supply - demand outlook for synthetic rubber has improved, and the bullish atmosphere is dominant [7].