宝城期货橡胶早报-2026-03-20-20260320

Group 1: Report Industry Investment Rating - No relevant content Group 2: Core Viewpoints of the Report - The short - term, medium - term, and intraday views of Shanghai rubber (RU) 2605 are "oscillation", "oscillation", and "oscillation and weakening" respectively, with a reference view of "oscillation and weakening" [1][5] - The short - term, medium - term, and intraday views of synthetic rubber (BR) 2605 are "oscillation and strengthening", "oscillation and strengthening", and "oscillation and weakening" respectively, with a reference view of "oscillation and weakening" [1][7] Group 3: Summary According to Related Catalogs Shanghai Rubber (RU) - Core Logic: The US has increased military pressure on Iran, escalating the US - Iran conflict and keeping international crude oil futures prices strong, which boosts domestic energy - chemical commodity futures prices. Trump's remarks have cooled geopolitical sentiment. With the new tapping season approaching, the supply of natural rubber is expected to increase. The 2605 contract of domestic Shanghai rubber futures showed an oscillating and weakening trend on Thursday night, and it is expected to maintain this trend on Friday [5] Synthetic Rubber (BR) - Core Logic: The US - Iran conflict has further escalated, and the Middle East geopolitical risk remains. Drone attacks and counter - attacks have occurred. Trump's warning has cooled geopolitical sentiment. The domestic synthetic rubber futures maintained an oscillating and weakening trend on Thursday night and are expected to maintain this trend on Friday [7]