Report Information - Report Title: Synthetic Rubber Morning Report [2] - Research Team: Energy and Chemicals Team of the Research Center [3] - Report Date: February 3, 2026 [3] Key Data Summary BR (Butadiene Rubber) - Futures Data: On February 2, the closing price of the BR main contract was 12,900, a daily decrease of 490 and a weekly decrease of 145; the position was 39,702, a daily decrease of 13,679 and a weekly decrease of 39,793; the trading volume was 437,309, a daily decrease of 235,411 and a weekly decrease of 312,510; the warrant quantity was 28,310, a daily decrease of 10 and a weekly increase of 190; the long - short ratio was 7.01, a daily decrease of 2 and a weekly decrease of 7 [4]. - Basis and Spread Data: The butadiene - styrene basis was 300, a daily increase of 390 and a weekly increase of 145; the 02 - 03 spread was - 105, a daily decrease of 10 and a weekly decrease of 65; the 03 - 04 spread was - 35, a daily increase of 25 and a weekly decrease of 50; the RU - BR spread was 3080, a daily increase of 110 and a weekly decrease of 80; the NR - BR spread was 25, a daily increase of 180 and a weekly decrease of 15 [4]. - Spot Price Data: The Shandong market price was 12,750, a daily decrease of 200 and a weekly decrease of 50; the Transfar market price was 12,700, a daily decrease of 200 and a weekly decrease of 50; the Qilu ex - factory price was 13,000, with no daily or weekly change; CFR Northeast Asia was 1625, a daily increase of 75 and a weekly increase of 75; CFR Southeast Asia was 1825, a daily increase of 40 and a weekly increase of 75 [4]. - Profit Data: The spot processing profit was - 211, a daily decrease of 47 and a weekly increase of 154; the import profit was - 497, a daily decrease of 780 and a weekly decrease of 619; the export profit was 944, a daily increase of 444 and a weekly increase of 546 [4]. BD (Butadiene) - Spot Price Data: The Shandong market price was 10,550, a daily decrease of 150 and a weekly decrease of 200; the Jiangsu market price was 10,400, a daily decrease of 200 and a weekly decrease of 300; the Yangzi ex - factory price was 10,500, a daily decrease of 100 and a weekly decrease of 300; CFR China was 1270, with a weekly increase of 20 [4]. - Profit Data: The ethylene cracking profit data was incomplete, with the last available data on January 30 at - 29; the carbon four extraction profit data was incomplete; the butene oxidative dehydrogenation profit was 1740, a daily decrease of 200 and a weekly decrease of 370; the import profit was 285, a daily decrease of 193 and a weekly decrease of 442; the export profit was - 866, a daily increase of 168 [4]. Production Profit of Related Products - The butadiene - styrene production profit was 663, a daily increase of 75 and a weekly increase of 388; the ABS production profit data was incomplete; the SBS production profit was - 1105, a daily increase of 70 and a weekly increase of 165 [4].
合成橡胶早报-20260203
Yong An Qi Huo·2026-02-03 01:41