宝城期货橡胶早报-2026-03-19-20260319

1. Report Industry Investment Rating - No information provided in the given content 2. Core Views of the Report - For the Shanghai rubber (RU) 2605 contract, the short - term, medium - term, and intraday views are all "oscillating and slightly stronger", with an overall reference view of "oscillating and slightly stronger" [1][5] - For the synthetic rubber (BR) 2605 contract, the short - term, medium - term, and intraday views are all "oscillating and slightly stronger", with an overall reference view of "oscillating and slightly stronger" [1][7] 3. Summary by Related Catalogs Shanghai Rubber (RU) - Core Logic: The recent escalation of the US - Iran conflict has led to a strong pattern in international crude oil futures prices, which boosts domestic energy - chemical commodity futures prices. Although the geopolitical risk is volatile, the new rubber tapping season is coming, increasing the supply expectation. Despite the weakening trend of the Shanghai rubber futures 2605 contract on Wednesday night, it is expected to maintain an oscillating and slightly stronger trend on Thursday due to the strong energy - chemical atmosphere [5] Synthetic Rubber (BR) - Core Logic: The escalation of the US - Iran conflict and the attacks on oil and gas facilities in the Middle East have led to a sharp rise in crude oil futures prices, which drove the sharp rise of domestic synthetic rubber futures on Wednesday night. It is expected that domestic synthetic rubber will maintain an oscillating and slightly stronger trend on Thursday [7]