合成橡胶早报-20260113

Report Information - Report Title: Synthetic Rubber Morning Report [2] - Report Date: January 13, 2026 [3] - Research Team: Energy and Chemicals Team of the Research Center [3] - Data Sources: Mysteel, Wind [8] Core Data Summary BR (Butadiene Rubber) - Price and Volume: The closing price of the BR main contract on January 12 was 12,070, with a daily change of 0 and a weekly change of 425. The持仓量 was 22,742, down 3,597 daily and 17,495 weekly. The成交量 was 84,758, down 16,463 daily and 2,596 weekly. The warehouse receipt quantity remained at 24,330 [4]. - Basis and Spread: The virtual - real ratio was 4.67, down 1 daily and 4 weekly. The butadiene rubber basis was - 170, down 105 daily and 125 weekly. The styrene - butadiene rubber basis was 30, down 152 daily and 125 weekly [4]. - Market Price: The Shandong market price was 11,900, down 50 daily and up 300 weekly. The Chuanhua market price was 11,850, down 50 daily and up 300 weekly. The Qilu ex - factory price was 12,100, up 200 daily and 600 weekly [4]. - Profit: The spot processing profit was 36, down 76 daily and 236 weekly. The import profit was 245, down 41 daily and up 313 weekly. The export profit was 417, up 35 daily and down 274 weekly [4]. BD (Butadiene) - Market Price: The Shandong market price was 9,475, up 25 daily. The Jiangsu market price was 9,250, unchanged daily and up 500 weekly. The Yangzi ex - factory price was 9,200, up 100 daily and 400 weekly. The CFR China price was 1,105, up 100 daily and 140 weekly [4]. - Profit: The ethylene cracking profit was N/A. The carbon four extraction profit was N/A. The butene oxidative dehydrogenation profit was 590, unchanged daily and up 640 weekly. The import profit was 388, down 783 daily and 295 weekly. The export profit was - 1778, up 205 daily and 236 weekly [4]. - Production Profit: The styrene - butadiene production profit was 950, up 63 daily and 213 weekly. The ABS production profit was N/A. The SBS production profit was - 340, up 55 daily and 142 weekly [4]