合成橡胶早报-20260206

Report Information - Report Title: Synthetic Rubber Morning Report [2] - Research Team: Energy and Chemicals Team of the Research Center [2] - Date: February 6, 2026 [2] 1. Report Industry Investment Rating - Not provided in the given content. 2. Report Core View - Not explicitly stated in the given text. 3. Summary by Relevant Categories BR (Butadiene Rubber) Futures Data - On February 5, the BR主力合约's closing price was 12,855, a daily decrease of 460 and a weekly decrease of 235. The holding volume was 33,340, down 2,762 daily and 20,041 weekly. The trading volume was 311,702, with a daily increase of 88,839 but a weekly decrease of 361,018. The warehouse receipt quantity was 29,170, up 1,180 daily and 850 weekly [3]. - The virtual - real ratio was 6.97 on January 7 and 6.45 on February 4. The cis - butadiene spread was - 205 on February 5, with a daily increase of 260 and a weekly increase of 235. The styrene - butadiene spread was 145 on February 5, also with a daily increase of 260 and a weekly increase of 235 [3]. - The 02 - 03 spread was 230 on February 5, a daily increase of 335 and a weekly increase of 325. The 03 - 04 spread was - 70 on February 5, a daily decrease of 25 and a weekly decrease of 10 [3]. - The RU - BR spread was 3,320 on February 5, a daily increase of 250 and a weekly increase of 350. The NR - BR spread was 280 on February 5, a daily increase of 295 and a weekly increase of 435 [3]. Spot Data - The Shandong market price was 12,650 on February 5, a daily decrease of 200 and a weekly decrease of 300. The Transfar market price was 12,550 on February 5, a daily decrease of 250 and a weekly decrease of 350. The Qilu ex - factory price remained at 13,000 from February 3 - 5, with no daily or weekly change [3]. - CFR Northeast Asia was 1,625 on February 5, with no daily change but a weekly increase of 75. CFR Southeast Asia was 1,825 on February 5, with no daily change but a weekly increase of 40 [3]. Profit Data - The spot processing profit was 21 on February 5, a daily increase of 96 and a weekly increase of 182. The import profit was - 594 on February 5, a daily decrease of 200 and a weekly decrease of 876. The export profit was 1,027 on February 5, a daily increase of 174 and a weekly increase of 527 [3]. BD (Butadiene) Spot Data - The Shandong market price was 10,225 on February 5, a daily decrease of 290 and a weekly decrease of 475. The Jiangsu market price was 10,100 on February 5, a daily decrease of 325 and a weekly decrease of 500. The Yangzi ex - factory price remained at 10,500 from February 3 - 5, with no daily change and a weekly decrease of 100 [3]. - CFR China was 1,270 from February 3 - 5, with no daily or weekly change [3]. Profit Data - The ethylene cracking profit on February 3 was - 24, on February 4 was - 33. The carbon four extraction profit on February 3 was 3,510, on February 4 was 3,392. The butylene oxidative dehydrogenation profit was 1,510 on February 5, a daily decrease of 325 and a weekly decrease of 430 [3]. - The import profit was - 12 on February 5, a daily decrease of 325 and a weekly decrease of 491. The export profit was - 607 on February 5, a daily increase of 283 and a weekly increase of 2,512 [3]. - The styrene - butadiene production profit remained at 713 from February 3 - 5, with no daily change and a weekly increase of 125. The ABS production profit was - 424 on February 5, a daily increase of 104 and a weekly increase of 838. The SBS production profit remained at - 1045 from February 3 - 5, with no daily change and a weekly increase of 130 [3].