宝城期货橡胶早报-2026-03-16-20260316

Report Industry Investment Rating - Not provided in the given content Core Views - For Shanghai rubber (RU) 2605, the short - term, medium - term, and intraday views are all "oscillating and slightly stronger", with a reference view of "oscillating and slightly stronger" [1][5] - For synthetic rubber (BR) 2605, the short - term, medium - term, and intraday views are all "oscillating and slightly stronger", with a reference view of "oscillating and slightly stronger" [1][7] Summary by Related Catalogs Shanghai Rubber (RU) - Core logic: The US increased military pressure on Iran, escalating the US - Iran conflict and increasing Middle East geopolitical risks. International crude oil futures prices remained strong, boosting domestic energy - chemical commodity futures prices. The cost - driven logic of synthetic rubber is still in place, and the discount spread with Shanghai rubber is narrowing, supporting the Shanghai rubber futures price. Although the Shanghai rubber futures 2605 contract showed a slightly weakening trend in the night session on Friday, the retracement space was limited. It is expected to maintain an oscillating and slightly stronger trend on Monday [5] Synthetic Rubber (BR) - Core logic: The US increased military pressure on Iran, escalating the US - Iran conflict and increasing Middle East geopolitical risks. International crude oil futures prices remained strong. The International Energy Agency member countries agreed to release 400 million barrels of strategic reserve crude oil, with the US planning to release 172 million barrels to suppress the rapidly rising oil prices. The cost - driven logic of synthetic rubber is still in place. The domestic synthetic rubber futures showed a strong trend in the night session on Friday. It is expected to maintain a strong trend on Monday [7]