合成橡胶早报-20260123

Report Information - Report Title: Synthetic Rubber Morning Report [2] - Research Team: Energy and Chemicals Team of the Research Center [3] - Report Date: January 23, 2026 [3] - Data Sources: Mysteel, Wind [8] Report Core Content BR (Butadiene Rubber) Futures Market - The closing price of the BR main contract on January 22 was 12,270, with a daily increase of 355 and a weekly increase of 455 compared to January 16 [4]. - The open interest on January 22 was 96,682, with a daily increase of 2,956 and a weekly increase of 1,035 [4]. - The trading volume on January 22 was 182,757, with a daily increase of 54,699 and a weekly increase of 19,636 [4]. - The warehouse receipt quantity on January 22 was 26,920, with a daily increase of 1,290 and a weekly increase of 590 [4]. - The long - short ratio on January 22 was 17.96 [4]. Basis and Spread - The basis of butadiene rubber on January 22 was - 420, with a daily decrease of 155 and a weekly decrease of 322 [4]. - The basis of styrene - butadiene rubber on January 22 was - 70, with a daily decrease of 155 and a weekly decrease of 505 [4]. - The spread between 02 - 03 contracts on January 22 was - 80, with a daily decrease of 25 and a weekly decrease of 20 [4]. - The spread between 03 - 04 contracts on January 22 was - 20, with a daily increase of 20 and no weekly change [4]. - The spread between RU - BR on January 22 was 3,580, with a daily decrease of 250 and a weekly decrease of 440 [4]. - The spread between NR - BR on January 22 was 465, with a daily decrease of 235 and a weekly decrease of 465 [4]. Spot Market - The Shandong market price on January 22 was 11,850, with a daily increase of 200 and a weekly increase of 100 [4]. - The Transfar market price on January 22 was 11,850, with a daily increase of 250 and a weekly increase of 150 [4]. - The Qilu ex - factory price on January 22 was 11,700, with no daily change and a weekly decrease of 200 [4]. - The CFR Northeast Asia price on January 22 was 1,220, with no daily change and a weekly increase of 100 [4]. - The CFR Southeast Asia price on January 22 was 1,750, with no daily change and a weekly increase of 75 [4]. Profit - The spot processing profit on January 22 was - 601, with a daily decrease of 157 and a weekly decrease of 232 [4]. - The import profit on January 22 was - 845, with a daily increase of 202 and a weekly decrease of 682 [4]. - The export profit on January 22 was 1,240, with a daily decrease of 176 and a weekly increase of 430 [4]. BD (Butadiene) Spot Market - The Shandong market price on January 22 was 10,050, with a daily increase of 350 and a weekly increase of 325 [4]. - The Jiangsu market price on January 22 was 9,850, with a daily increase of 300 and a weekly increase of 300 [4]. - The Yangzi ex - factory price on January 22 was 9,600, with no daily change and a weekly increase of 50 [4]. - The CFR China price on January 22 was 1,180, with no daily change and a weekly increase of 40 [4]. Profit - The ethylene cracking profit data was unavailable [4]. - The carbon four extraction profit on January 21 was 2,712 (data for January 22 was unavailable) [4]. - The butene oxidative dehydrogenation profit on January 21 was 960 (data for January 22 was unavailable) [4]. - The import profit on January 22 was 414, with a daily increase of 301 and a weekly decrease of 11 [4]. - The export profit on January 22 was - 1,059, with a daily decrease of 88 and a weekly increase of 1,547 [4]. - The styrene - butadiene production profit on January 20 was 338 (data for January 21 and 22 was unavailable) [4]. - The ABS production profit data was mostly unavailable [4]. - The SBS production profit on January 20 was - 755 (data for January 21 and 22 was unavailable) [4].