合成橡胶早报-20260317
Yong An Qi Huo·2026-03-17 00:49
- Report Industry Investment Rating - No information provided 2. Core View of the Report - No information provided 3. Summary by Relevant Catalogs BR (Butadiene Rubber) - Futures Data: On March 16, the closing price of the BR main contract was 15,700, with a daily change of -25 and a weekly change of -135; the position was 19,379, down 2,314 daily and 15,201 weekly; the trading volume was 199,466, down 30,647 daily and 79,066 weekly; the warrant quantity was 47,200, down 210 daily and up 4,270 weekly; the long - short ratio was 2.05, with a daily change of 0 and a weekly change of -2 [4]. - Basis and Spread: The butadiene - styrene basis was 300, down 75 daily and 862 weekly; the 05 - 06 spread was 240, down 35 daily and 240 weekly; the 06 - 07 spread was -20, up 20 daily and down 162 weekly; the RU - BR spread was 1,170, up 130 daily and 110 weekly; the NR - BR spread was -2,205, up 200 daily and 20 weekly [4]. - Spot Price: The Shandong market price was 15,500, with no daily change and a weekly decrease of 300; the Transfar market price was 15,500, with no daily change and a weekly decrease of 400; the Qilu ex - factory price was 15,800, with no daily change and a weekly decrease of 500; CFR Northeast Asia was 1,750, with no daily change and a weekly increase of 25; CFR Southeast Asia was 1,925, with no daily change and a weekly increase of 25 [4]. - Profit: The spot processing profit was -2,051, up 102 daily; the import profit was 1,368, with no daily change and a weekly decrease of 453; the export profit was -843, up 50 daily [4]. BD (Butadiene) - Spot Price: The Shandong market price was 15,050, down 100 daily and 950 weekly; the Jiangsu market price was 15,625, down 25 daily and up 175 weekly; the Yangzi ex - factory price was 15,700, down 300 daily and up 200 weekly; CFR China was 2,050, up 150 daily and 550 weekly [4]. - Profit: The ethylene cracking profit data was unavailable on March 16; the carbon four extraction profit data was unavailable on March 16; the butene oxidative dehydrogenation profit was 5,425, down 25 daily; the import profit was -500, down 1,252 daily and 4,075 weekly; the export profit was -1,813, up 3477 weekly; the butadiene - styrene production profit was -763, up 225 daily and down 213 weekly; the ABS production profit data was unavailable after March 12; the SBS production profit was -1,375, up 210 daily and down 415 weekly [4].