宝城期货橡胶早报-20260310

Group 1: Report Industry Investment Rating - No relevant content Group 2: Core Viewpoints of the Report - The short - term view of SHFE rubber (RU) 2605 is volatile, the medium - term view is volatile, the intraday view is volatile and weak, and the reference view is volatile and weak. The short - term view of synthetic rubber (BR) 2605 is volatile and strong, the medium - term view is volatile and strong, the intraday view is volatile and weak, and the reference view is volatile and weak [1]. - Due to the reduction of geopolitical risks in the Middle East, the sharp decline of international crude oil futures prices, and the weakening of the bullish atmosphere of energy - chemical commodities, along with inflation expectations and the possible end of the global central bank interest - rate cut cycle, the liquidity tightening expectation is strengthened. Coupled with the approaching of a new rubber - tapping period, it is expected that SHFE rubber and synthetic rubber will maintain a volatile and weak trend on Tuesday [5][7]. Group 3: Summary by Relevant Catalogs SHFE Rubber (RU) - Viewpoints: Short - term: volatile; Medium - term: volatile; Intraday: volatile and weak; Reference: volatile and weak [1]. - Core Logic: After Trump's statement on the possible end of the war with Iran, the geopolitical risks in the Middle East cooled rapidly, the international crude oil prices dropped significantly, weakening the bullish atmosphere of energy - chemical commodities. Rising oil prices led to inflation expectations and a possible end of the global central bank interest - rate cut cycle, strengthening the expectation of liquidity tightening. With a new rubber - tapping period approaching, the SHFE rubber 2605 contract showed a volatile and weak trend on Monday night and is expected to maintain this trend on Tuesday [5]. Synthetic Rubber (BR) - Viewpoints: Short - term: volatile and strong; Medium - term: volatile and strong; Intraday: volatile and weak; Reference: volatile and weak [1]. - Core Logic: Similar to SHFE rubber, due to the reduction of geopolitical risks in the Middle East, the sharp decline of international crude oil prices, and the weakening of the bullish atmosphere of energy - chemical commodities, along with inflation expectations and the possible end of the global central bank interest - rate cut cycle, the liquidity tightening expectation is strengthened. The synthetic rubber 2605 contract showed a high - level correction on Monday night and is expected to maintain a volatile and weak trend on Tuesday [7].