南华浩淞天然橡胶期货气象分析报告:整体降水小幅增多,国内产区干旱有所缓解
Nan Hua Qi Huo·2026-03-02 13:32
- Report Industry Investment Rating - Not provided in the report 2. Core Viewpoints of the Report - The overall precipitation has increased slightly, and the drought in domestic rubber-producing areas has been alleviated [1]. - The weak La Niña phenomenon has ended and turned into a neutral state, with a high probability of turning into a weak El Niño phenomenon in the future, which may increase the risk of drought in some producing areas [1]. - The weather conditions in various rubber-producing areas around the world are different, and the impact on rubber production varies [2][5][6] 3. Summary According to Relevant Catalogs 3.1 This Week's Important Meteorological Warnings - ENSO: The Nino3.4 index is -0.1 (+0.4), the weak La Niña phenomenon has ended and turned into a neutral state. There is a probability of over 40% to turn into a weak El Niño phenomenon from June to August, and the probability will increase to 60% from September to October, with the intensity possibly strengthening [1]. - IOD: The DMI index is 0.03, and the Indian Ocean Dipole has weakened compared to December, reducing the impact on rainfall around Indonesia [1]. - MJO: Currently in the 5th stage area, it will be mainly active in the Western Pacific Ocean in the next month, with no significant impact on the eastern coast of the Indian Ocean (around Indonesia) [1]. 3.2 Rainfall Data Summary of Producing Areas - The report provides the weekly precipitation data of major natural rubber-producing areas, including monthly cumulative precipitation, monthly year-on-year percentage, weekly cumulative precipitation, weekly difference, this week's forecast precipitation, and next week's forecast precipitation [8]. 3.3 Monitoring of Sudden Disasters in Producing Areas - Tropical Depression: None. There will be rainfall disturbances in the southern part of the Indonesian archipelago and the eastern part of the Philippine archipelago [11]. - Flood Disaster: None. Thailand is currently in the dry season, and there is no flood risk in the main producing areas, with most river water levels remaining low [11]. - Drought and Fire Risk: Weakened. The drought problems in Yunnan and Hainan have been alleviated, but there is still mild meteorological drought in some local areas of Hainan, and subsequent scattered rainfall will improve soil moisture [11]. 3.4 Weather Conditions in Each Producing Area - China: Yunnan is in the off - season, with early - year precipitation lower than the same period, and recent scattered spring rain has improved soil moisture. Hainan is also in the off - season, with previous precipitation shortages and recent rainfall improving the drought situation [2]. - Southeast Asia: Thailand is in the dry season with less overall rainfall, and recent scattered rain has increased soil humidity. Vietnam has received concentrated heavy rainfall, improving the previous situation of less rainfall [2]. - Other Regions: Cambodia, Myanmar, Laos, Indonesia, Malaysia, the Philippines, India, Sri Lanka, and Cote d'Ivoire all have different degrees of precipitation and soil humidity changes [5][6][7]