宝城期货橡胶早报-2026-03-09-20260309

Report Summary 1. Report Industry Investment Rating - No information provided in the given content 2. Core Views of the Report - The Shanghai rubber futures contract 2605 is expected to run with a bullish bias in the short - term and intraday, and maintain a sideways trend in the medium - term [1][5] - The synthetic rubber futures contract 2605 is expected to run strongly in the short - term, intraday, and medium - term [1][7] 3. Summary by Related Catalogs Shanghai Rubber (RU) - Short - term: The short - term view is sideways, and the intraday view is sideways with a bullish bias, with a reference view of bullish operation. The core logic is that due to the geopolitical risks in the Middle East, the prices of crude oil futures at home and abroad have risen significantly, inflation expectations have recovered, the expected liquidity has tightened, and a new rubber - tapping period is approaching. Supported by the bullish atmosphere, the Shanghai rubber futures contract 2605 showed a sideways - bullish trend on the night session of last Friday and is expected to maintain this trend on Monday [1][5] Synthetic Rubber (BR) - Short - term: The short - term and intraday views are strong, and the medium - term view is sideways with a bullish bias, with a reference view of strong operation. The core logic is that due to the geopolitical risks in the Middle East, the prices of crude oil futures at home and abroad have risen significantly, the production cost of synthetic rubber has increased. Driven by the transmission logic, the domestic synthetic rubber futures contract 2605 showed a strong operation trend on the night session of last Friday and is expected to maintain a strong operation pattern on Monday [1][7]