宝城期货橡胶早报2026-03-23-20260323

Report Industry Investment Rating No relevant content provided. Core Viewpoints - The short - term, medium - term, and intraday views of Shanghai rubber (RU) 2605 are all "oscillating", with an overall reference view of "oscillating and strengthening". The short - term, medium - term, and intraday views of synthetic rubber (BR) 2605 are all "oscillating and strengthening" [1]. - Due to the escalation of the US - Iran conflict and the rising geopolitical risks in the Middle East, international crude oil futures prices remain strong, which boosts domestic energy and chemical commodity futures prices. The rising crude oil prices drive the increase of synthetic rubber, indirectly boosting the stabilization and rebound of Shanghai rubber futures. It is expected that on Monday, Shanghai rubber and synthetic rubber futures will maintain an oscillating and strengthening trend [5][7]. Summary by Related Catalogs Shanghai Rubber (RU) - Viewpoints: Short - term: oscillating; Medium - term: oscillating; Intraday: oscillating and strengthening; Overall reference: oscillating and strengthening [1][5]. - Core Logic: The escalation of the US - Iran conflict and the rising geopolitical risks in the Middle East lead to the strong performance of international crude oil futures prices, which boosts domestic energy and chemical commodity futures prices. The rising crude oil prices drive the increase of synthetic rubber, indirectly boosting the stabilization and rebound of Shanghai rubber futures. The Shanghai rubber futures 2605 contract showed an oscillating and strengthening trend in the night session last Friday, and it is expected to maintain this trend on Monday [5]. Synthetic Rubber (BR) - Viewpoints: Short - term: oscillating and strengthening; Medium - term: oscillating and strengthening; Intraday: oscillating and strengthening; Overall reference: oscillating and strengthening [1][7]. - Core Logic: The escalation of the US - Iran conflict and the rising geopolitical risks in the Middle East lead to the strong performance of international crude oil futures prices, which boosts domestic energy and chemical commodity futures prices. The rising crude oil prices drive the increase of synthetic rubber. The synthetic rubber futures maintained an oscillating upward trend in the night session last Friday, and it is expected to maintain an oscillating and strengthening trend on Monday [7].