宝城期货橡胶早报-2026-03-06-20260306

Report Industry Investment Rating - Not provided Core Viewpoints - Both Shanghai rubber and synthetic rubber are expected to run weakly, with a short - term and medium - term outlook of oscillation and an intraday view of oscillation on the weak side [1][5][7] Summary by Relevant Catalogs Shanghai Rubber (RU) - Short - term, Medium - term, and Intraday Views: Short - term and medium - term views are oscillation, while the intraday view is oscillation on the weak side. The reference view is weak operation [1][5] - Core Logic: Due to the military conflict between the US and Iran in the Middle East, geopolitical risks have risen rapidly. Iran has blocked the Strait of Hormuz, causing a sharp increase in crude oil futures prices. Rising oil prices have led to an increase in inflation expectations, a possible end to the global central bank's interest - rate cut cycle, and an expectation of tighter liquidity. Additionally, a new rubber - tapping period is approaching. These negative factors have caused the Shanghai rubber futures 2605 contract to show a weakly oscillating trend on Thursday night, and it is expected to maintain this trend on Friday [5] Synthetic Rubber (BR) - Short - term, Medium - term, and Intraday Views: Short - term and medium - term views are oscillation, while the intraday view is oscillation on the weak side. The reference view is weak operation [1][7] - Core Logic: The military conflict in the Middle East has led to a continuous rise in crude oil prices. Rising oil prices have increased inflation expectations, a possible end to the global central bank's interest - rate cut cycle, and an expectation of tighter liquidity. Against this background, the domestic synthetic rubber futures 2605 contract showed limited upward momentum on Thursday night, and it is expected to maintain a weakly oscillating trend on Friday [7]