宝城期货橡胶早报-2026-03-03-20260303

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core Viewpoints - Both Shanghai rubber (RU) and synthetic rubber (BR) are expected to maintain a strong stance on February 27, 2026, with a short - term trend of being oscillatory and slightly strong, and a medium - term trend of oscillation [1][5][7]. 3. Summary by Related Catalogs Shanghai Rubber (RU) - Short - term: Oscillatory and slightly strong [1] - Medium - term: Oscillatory [1] - Intraday: Strong [1] - Reference View: Strong operation [1] - Core Logic: The military conflict between the US and Iran in the Middle East over the weekend led to a sharp rise in geopolitical risks. Iran's blockade of the Strait of Hormuz caused a significant gap - up in crude oil futures prices. The cost factor boosted downstream chemical commodity futures, indirectly driving up the Shanghai rubber futures. The Shanghai rubber futures maintained an oscillatory and slightly strong trend on the night session of Monday, and are expected to run strongly on Tuesday [5]. Synthetic Rubber (BR) - Short - term: Oscillatory and slightly strong [1] - Medium - term: Oscillatory [1] - Intraday: Strong [1] - Reference View: Strong operation [1] - Core Logic: Due to the same military conflict in the Middle East, the blockade of the Strait of Hormuz and the sharp rise in crude oil futures prices, downstream butadiene and synthetic rubber will be strongly driven upward. The synthetic rubber futures maintained an oscillatory and slightly strong trend on the night session of Monday, and are expected to run strongly on Tuesday [7].