Report Industry Investment Rating - No information provided Core Viewpoints - Both Shanghai rubber and synthetic rubber are expected to operate weakly with a volatile trend in the short - term and medium - term, and show a weak performance intraday [1][5][7] Summary by Related Content Shanghai Rubber (RU) - Price Trends: Short - term: volatile; Medium - term: volatile; Intraday: weak; Overall: weak operation [1][5] - Core Logic: With the end of the war between Thailand and Cambodia, the expected decline in Southeast Asian rubber supply due to geopolitical risks has disappeared, weakening the bullish drive. Domestic Yunnan and Hainan rubber - producing areas are in the off - season, reducing the supply pressure of domestic full - latex. 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. With the weakening of the rally in the energy and chemical sector, Shanghai rubber futures maintained a weakly volatile trend on Wednesday night and are expected to continue this way on Thursday [5] Synthetic Rubber (BR) - Price Trends: Short - term: volatile; Medium - term: volatile; Intraday: weak; Overall: weak operation [1][7] - Core Logic: Affected by the tight supply of northern goods and downstream replenishment demand, the spot price of butadiene has risen sharply. The rapid increase in raw material costs has squeezed the profits of synthetic rubber manufacturers, leading to reduced production or shutdown of some devices, decreasing the supply expectation. The domestic automobile production and sales data are optimistic, and the heavy - truck sales data in December are better than expected. Crude oil futures maintain a strongly volatile pattern, strengthening the cost support. With the weakening of the rally in the energy and chemical sector, the rebound momentum of domestic synthetic rubber futures weakened on Wednesday night and is expected to maintain a weakly volatile trend on Thursday [7]
宝城期货橡胶早报-20260115
Bao Cheng Qi Huo·2026-01-15 01:47