合成橡胶早报-20260309

1. Report Overview - The report is titled "Synthetic Rubber Morning Report" and is from the Energy and Chemicals Team of the Research Center, dated March 9, 2026 [2][3] 2. BR (Butadiene Rubber) Data 2.1. Futures Data - On March 6, the BR主力合约收盘价 was 14,760, with a daily increase of 550 and a weekly increase of 2,130; the持仓量 was 34,971, up 18 daily and down 9,781 weekly; the volume was 299,661, down 45,225 daily and up 162,263 weekly; the warehouse receipt quantity was 41,430, up 90 daily and 560 weekly; the long - short ratio was 4.22, unchanged daily [4] 2.2. Basis/Month - spread/Inter - variety Spread - The cis - butadiene basis was - 460 on March 6, down 250 daily and 280 weekly; the styrene - butadiene basis was - 360, down 250 daily and 630 weekly; the 02 - 03 spread was - 970, down 545 daily; the 03 - 04 spread was - 45, up 15 daily and 85 weekly; the RU - BR spread was 2,075, down 270 daily and 2,450 weekly; the NR - BR spread was - 1,190, down 350 daily and 2,325 weekly [4] 2.3. Spot Data - The Shandong market price was 14,300 on March 6, up 300 daily and 1,850 weekly; the Transfar market price was 14,200, up 300 daily and 1,800 weekly; the Qilu ex - factory price was 14,300, up 900 daily and 1,700 weekly; CFR Northeast Asia was 1,725, unchanged daily and up 25 weekly; CFR Southeast Asia was 1,900, unchanged daily and up 50 weekly [4] 2.4. Profit Data - The spot processing profit was - 956 on March 6, down 57 daily and 812 weekly; the import profit was 349, up 277 daily and 1,567 weekly; the export profit was 41, down 240 daily and 1,185 weekly [4] 3. BD (Butadiene) Data 3.1. Spot Data - The Shandong market price was 12,800 on March 6, up 350 daily and 2,610 weekly; the Jiangsu market price was 12,650, up 200 daily and 2,600 weekly; the Yangzi ex - factory price was 12,200, unchanged daily and up 2,100 weekly; CFR China was 1,420, up 40 daily and 145 weekly [4] 3.2. Profit Data - The ethylene cracking profit data on March 6 was N/A; the C4 extraction profit data on March 6 was N/A; the butene oxidative dehydrogenation profit was 3,430, down 10 daily and up 1,990 weekly; the import profit was 1,423, down 130 daily and up 1,404 weekly; the export profit was - 2,527, up 185 daily and down 1,863 weekly [4] 4. Production Profit of Related Products - The styrene - butadiene production profit was 600 on March 6, up 788 daily and down 238 weekly; the ABS production profit was - 308, unchanged daily and weekly; the SBS production profit data on March 6 was N/A [4]