品种晨会纪要：宝城期货橡胶早报-2026-01-07-20260107

Report Summary 1. Report Industry Investment Rating No information provided. 2. Report's Core View - Both Shanghai rubber and synthetic rubber are expected to run in a moderately strong manner on January 7, 2026, with short - term and medium - term trends being volatile and an intraday view of being moderately strong [1][5][7]. 3. Summary by Related Catalogs Shanghai Rubber (RU) - Price Trends: Short - term: volatile; Medium - term: volatile; Intraday: moderately strong; Overall: moderately strong operation [1][5]. - Core Logic: With the cease - fire between Thailand and Cambodia, the expected decline in Southeast Asian rubber supply due to geopolitical risks has dissipated, weakening the bullish drive. Currently, domestic natural rubber production areas in Yunnan and Hainan are in the off - season, reducing the supply pressure of domestic full - latex, while Southeast Asia is in the peak tapping season. The domestic automobile production and sales data are optimistic, and the heavy - truck sales data in December are better than expected. Supported by a bullish atmosphere, Shanghai rubber futures rose slightly on the night of Tuesday, and are expected to maintain a moderately strong volatile trend on Wednesday [5]. Synthetic Rubber (BR) - Price Trends: Short - term: volatile; Medium - term: volatile; Intraday: moderately strong; Overall: moderately strong operation [1][7]. - Core Logic: The domestic automobile production and sales data are optimistic, and the heavy - truck sales data in December are better than expected. Coupled with the moderately strong volatile pattern of Shanghai rubber futures, it indirectly supports synthetic rubber futures. The supply - demand expectation of synthetic rubber has improved, and the bullish atmosphere has gradually dominated. Synthetic rubber futures rose slightly on the night of Tuesday and are expected to maintain a moderately strong volatile trend on Wednesday [7].