合成橡胶早报-20260306

Report Information - Report Title: Synthetic Rubber Morning Report [2] - Research Team: Energy and Chemicals Team of the Research Center [3] - Report Date: March 6, 2026 [3] - Data Sources: Mysteel, Wind [8] Key Points 1. BR (Butadiene Rubber) 1.1 Futures Information - Closing Price: The closing price of the BR main contract on March 5 was 14,210, with a daily increase of 385 and a weekly increase of 1,510 [4]. - Open Interest: The open interest on March 5 was 34,953, with a daily increase of 1,983 and a weekly increase of 28,010 [4]. - Trading Volume: The trading volume on March 5 was 344,886, with a daily increase of 68,424 and a weekly increase of 292,767 [4]. - Warehouse Receipt Quantity: The warehouse receipt quantity on March 5 was 41,340, with a daily increase of 100 and a weekly increase of 1,470 [4]. - Virtual - Physical Ratio: The virtual - physical ratio on March 5 was 4.23, with no daily change and a weekly increase of 3 [4]. 1.2 Basis and Spread Information - Butadiene - BR Basis: The butadiene - BR basis on March 5 was - 210, with a daily increase of 215 and a weekly decrease of 110 [4]. - Styrene - Butadiene - BR Basis: The styrene - butadiene - BR basis on March 5 was - 110, with a daily increase of 15 and a weekly decrease of 410 [4]. - 02 - 03 Spread: The 02 - 03 spread on March 5 was - 30, with a daily increase of 110 and a weekly decrease of 340 [4]. - 03 - 04 Spread: The 03 - 04 spread on March 5 was - 60, with a daily increase of 35 and a weekly increase of 10 [4]. - RU - BR Spread: The RU - BR spread on March 5 was 2,345, with a daily decrease of 570 and a weekly decrease of 2,080 [4]. - NR - BR Spread: The NR - BR spread on March 5 was - 840, with a daily decrease of 250 and a weekly decrease of 1,995 [4]. 1.3 Spot Information - Shandong Market Price: The Shandong market price on March 5 was 14,000, with a daily increase of 600 and a weekly increase of 1,400 [4]. - Chuanhua Market Price: The Chuanhua market price on March 5 was 13,900, with a daily increase of 500 and a weekly increase of 1,350 [4]. - Qilu Factory Price: The Qilu factory price on March 5 was 13,400, with no daily change and a weekly increase of 400 [4]. - CFR Northeast Asia: The CFR Northeast Asia price on March 5 was 1,725, with no daily change and a weekly increase of 25 [4]. - CFR Southeast Asia: The CFR Southeast Asia price on March 5 was 1,900, with no daily change and a weekly increase of 50 [4]. 1.4 Profit Information - Spot Processing Profit: The spot processing profit on March 5 was - 899, with a daily decrease of 471 and a weekly decrease of 793 [4]. - Import Profit: The import profit on March 5 was 72, with a daily increase of 652 and a weekly increase of 1,106 [4]. - Export Profit: The export profit on March 5 was 281, with a daily decrease of 269 and a weekly decrease of 784 [4]. 2. BD (Butadiene) 2.1 Spot Information - Shandong Market Price: The Shandong market price on March 5 was 12,450, with a daily increase of 1,050 and a weekly increase of 2,150 [4]. - Jiangsu Market Price: The Jiangsu market price on March 5 was 12,450, with a daily increase of 1,250 and a weekly increase of 2,300 [4]. - Yangzi Factory Price: The Yangzi factory price on March 5 was 12,200, with a daily increase of 900 and a weekly increase of 2,000 [4]. - CFR China: The CFR China price on March 5 was 1,380, with a daily increase of 60 and a weekly increase of 105 [4]. 2.2 Profit Information - Ethylene Cracking Profit: The ethylene cracking profit on March 5 was not available, and previous data showed a decreasing trend [4]. - C4 Extraction Profit: The C4 extraction profit on March 5 was not available, and previous data showed a decreasing trend [4]. - Import Profit: The import profit on March 5 was 1,553, with a daily increase of 821 and a weekly increase of 1,410 [4]. - Export Profit: The export profit on March 5 was - 2,677, with a daily decrease of 1,119 and a weekly decrease of 1,906 [4]. 3. Other Product Profit Information - Styrene - Butadiene Production Profit: The styrene - butadiene production profit on March 5 was 213, with a daily decrease of 313 and a weekly decrease of 950 [4]. - ABS Production Profit: The ABS production profit on March 5 was - 308, with no daily or weekly change [4]. - SBS Production Profit: The SBS production profit on March 5 was - 1,305, with a daily decrease of 795 and a weekly decrease of 700 [4].