宝城期货橡胶早报-20260317

1. Report Industry Investment Rating - There is no information about the report industry investment rating provided in the content. 2. Core Viewpoints of the Report - The report predicts that the Shanghai rubber futures (RU) 2605 contract will maintain a shock - and - slightly - up trend on Tuesday, and the synthetic rubber futures (BR) will also maintain a similar trend [1][5][7]. 3. Summary Based on Related Catalogs 3.1 Shanghai Rubber (RU) - Short - term, Medium - term, and Intraday Views: Short - term: shock; Medium - term: shock; Intraday: shock and slightly up; Overall reference view: shock and slightly up [1] - Core Logic: The US increased military pressure on Iran, escalating the US - Iran conflict and keeping the international crude oil futures prices strong, which boosts domestic energy - chemical commodity futures prices. With the new tapping season approaching, the supply of natural rubber is expected to increase. Although the RU 2605 contract showed a shock - and - slightly - down trend in the night session on Monday, the decline space is limited [5] 3.2 Synthetic Rubber (BR) - Short - term, Medium - term, and Intraday Views: Short - term: shock and slightly up; Medium - term: shock and slightly up; Intraday: shock and slightly up; Overall reference view: shock and slightly up [1] - Core Logic: The US - Iran conflict escalated, and the international energy agency members agreed to release 400 million barrels of strategic reserve crude oil, with the US releasing 172 million barrels to suppress the rapid rise of oil prices. The synthetic rubber futures showed a shock - and - slightly - down trend in the night session on Monday. It is expected to maintain a shock - and - slightly - up trend on Tuesday [7]