合成橡胶早报-20260212
Yong An Qi Huo·2026-02-12 02:36
- Report Industry Investment Rating - No relevant information provided 2. Core Viewpoints of the Report - No clear core viewpoints are presented in the given content 3. Summary According to Relevant Catalogs BR (Butadiene Rubber) - Contract Information: The closing price of the BR main contract on 2/11 was 13,020, with a daily increase of 160 and a weekly increase of 165. The holding volume was 24,037, down 1,421 daily and 9,303 weekly. The trading volume was 198,743, up 3,412 daily and down 112,959 weekly. The warehouse receipt quantity was 36,910, up 2,270 daily and 7,740 weekly. The virtual - real ratio was 3.26, with no daily change and a weekly decrease of 2 [3]. - Basis and Spread: The butadiene - BR basis was - 420, down 110 daily and 215 weekly. The styrene - butadiene - BR basis was 30, down 110 daily and 115 weekly. The 02 - 03 spread was - 145, down 135 daily and 375 weekly. The 03 - 04 spread was - 50, down 10 daily and up 20 weekly. The RU - BR spread was 3,475, up 80 daily and 235 weekly. The NR - BR spread was 425, up 55 daily and 145 weekly [3]. - Spot Price: The Shandong market price was 12,600, up 50 daily and down 50 weekly. The Transfar market price was 12,650, up 50 daily and 100 weekly. The Qilu ex - factory price was 12,800, with no daily change and a weekly decrease of 200. The CFR Northeast Asia price was 1,700, with no daily change and a weekly increase of 75. The CFR Southeast Asia price was 1,850, with no daily change and a weekly increase of 25 [3]. - Profit: The spot processing profit was - 463, down 52 daily and 484 weekly. The import profit was - 1,171, up 50 daily and down 577 weekly. The export profit was 1,189, down 44 daily and up 162 weekly [3]. BD (Butadiene) - Spot Price: The Shandong market price was 10,650, up 100 daily and 425 weekly. The Jiangsu market price was 10,350, up 50 daily and 250 weekly. The Yangzi ex - factory price was 10,300, with no daily change and no weekly change. The CFR China price was 1,270, with no daily change and no weekly change [3]. - Profit: The ethylene cracking profit was not available for the latest data. The carbon - four extraction profit was not available for the latest data. The butylene oxidation - dehydrogenation profit was 1,900, up 50 daily and 390 weekly. The import profit was 282, up 50 daily and 294 weekly. The export profit was - 861, down 44 daily [3]. - Production Profit: The styrene - butadiene production profit was 900, with no daily change and an increase of 38 weekly. The ABS production profit data was not available. The SBS production profit was - 860, with no daily change and an increase of 45 weekly [3].