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合成橡胶产业日报-20251009
Rui Da Qi Huo· 2025-10-09 14:24
在11000-11600区间波动。 免责声明 本报告中的信息均来源于公开可获得资料,瑞达期货股份有限公司力求准确可靠,但对这些信息的准确性及完整性不做任 何保证,据此投资,责任自负。本报告不构成个人投资建议,客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 报告版权仅为我公司所有,未经书面许可,任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发,需注明出处为 瑞达期货股份有限公司研究院,且不得对本报告进行有悖原意的引用、删节和修改。 合成橡胶产业日报 2025-10-09 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 主力合约收盘价:合成橡胶(日,元/吨) | 11325 | 225 主力合约持仓量:合成橡胶(日,元/吨) | 31413 | -1801 | | | 合成橡胶10-11价差(日,元/吨) | 35 | -215 仓单数量:丁二烯橡胶:仓库:总计(日,吨) | 2770 | 0 | | 现货市场 | 主流价:顺丁橡胶(BR9000,齐鲁石化):山 | ...
合成橡胶产业日报-20250929
Rui Da Qi Huo· 2025-09-29 09:51
合成橡胶产业日报 2025-09-29 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 主力合约收盘价:合成橡胶(日,元/吨) | 11340 | -90 主力合约持仓量:合成橡胶(日,元/吨) | 38550 | -1541 | | | 合成橡胶10-11价差(日,元/吨) | 35 | 0 仓单数量:丁二烯橡胶:仓库:总计(日,吨) | 2670 | 0 | | 现货市场 | 主流价:顺丁橡胶(BR9000,齐鲁石化):山 东(日,元/吨) 主流价:顺丁橡胶(BR9000,大庆石化):上 | 11550 | 主流价:顺丁橡胶(BR9000,大庆石化):山 0 东(日,元/吨) | 11450 | -50 | | | | 11550 | -50 主流价:顺丁橡胶(BR9000,茂名石化):广 | 11600 | 0 | | | 海(日,元/吨) 基差:合成橡胶(日,元/吨) | 110 | 东(日,元/吨) -10 | | | | 上游情况 | | | | | | | | 布伦特原 ...
合成橡胶市场周报-20250912
Rui Da Qi Huo· 2025-09-12 09:33
瑞达期货研究院 「2025.09.12」 合成橡胶市场周报 研究员:林静宜 期货从业资格号F03139610 期货投资咨询证书号Z0021558 关 注 我 们 获 取 更 多 资 讯 业务咨询 添加客服 目录 1、周度要点小结 2、期现市场 3、产业情况 4、期权市场分析 「周度要点小结」 3 行情回顾:本周国内山东市场顺丁橡胶价格高位回落,现货价格区间在11500-11900元/吨。中石 化化销及中油主要销售公司高顺顺丁橡胶价格累计下调200元/吨。截止2025年9月11日,中国高 顺顺丁橡胶主流出厂价格在11900-12000元/吨。 行情展望:前期多数检修顺丁橡胶装置陆续重启,国内产量恢复性提升,国内顺丁橡胶总体供应 充足,本周部分民营顺丁橡胶生产装置停车检修,但期现货市场走弱且套利盘低价增多,生产企 业库存及贸易企业库存均有增加。下周供应面减量逐步体现,且顺丁橡胶及丁二烯端供价下调后 现货报盘逐步走低或带动部分下游逐步备货,生产企业库存及贸易库存或小幅下降。需求方面, 本周国内轮胎企业产能利用率明显提升,月初检修企业多在9月4日前后陆续复工,目前多已恢复 常规水平,进而带动产能利用率提升,预计下周多 ...
合成橡胶市场周报-20250905
Rui Da Qi Huo· 2025-09-05 09:26
瑞达期货研究院 「2025.09.05」 合成橡胶市场周报 研究员:林静宜 期货从业资格号F03139610 期货投资咨询证书号Z0021558 目录 1、周度要点小结 2、期现市场 3、产业情况 4、期权市场分析 「周度要点小结」 3 行情回顾:本周国内山东市场顺丁橡胶价格窄幅波动,现货价格区间在11600-12000元/吨。中石 化化销及中油各销售公司高顺顺丁橡胶价格稳定。截止2025年9月4日,中国高顺顺丁橡胶主流出 厂价格在12100-12200元/吨。 行情展望:前期多数检修顺丁橡胶装置陆续重启,国内产量恢复性提升,国内顺丁橡胶总体供应 充足,但近期山东及华东部分民营预计检修,叠加原料端行情总体偏强,部分贸易商及下游采购 有所跟进,本周生产企业库存小幅下降,贸易企业库存提升。下周浩普新材料及台橡宇部顺丁装 置预计停车检修20天附近,国内供应略有减少,生产企业库存及样本贸易库存或表现下降。需求 方面,本周东营地区部分企业存3-4天检修计划,拖拽整体产能利用率下行,下周随着检修企业排 产逐步恢复,整体产能利用率将有所提升,但部分企业出货表现一般,月内仍有控产计划,开工 提升幅度或将受到一定限制。 策略建 ...
合成橡胶市场周报-20250822
Rui Da Qi Huo· 2025-08-22 09:25
Report Overview - Report Title: Synthetic Rubber Market Weekly Report - Report Date: August 22, 2025 - Researcher: Lin Jingyi Report Industry Investment Rating - Not provided in the report Core Viewpoints - This week, the price of domestic cis - butadiene rubber in the Shandong market fluctuated continuously, with the spot price ranging from 11,500 to 11,900 yuan/ton. The price of high - cis cis - butadiene rubber of Sinopec Chemical Marketing and CNPC's mainstream sales companies increased by 100 yuan/ton [6]. - Most previously shut - down cis - butadiene rubber plants have restarted, and domestic production has increased. Due to the influence of the surrounding market, the mainstream supply price has further increased, but the strong price - pressing procurement sentiment of downstream enterprises has led to slow terminal sales. Next week, the production capacity of some shut - down plants will be significantly released, and domestic supply may increase significantly, while the finished product inventory level is expected to rise [6]. - This week, the capacity utilization rate of domestic tire enterprises increased month - on - month. Next week, due to factors such as high - temperature weather and limited overall order growth, the capacity utilization rate of tire enterprises may decline slightly [6]. - The short - term fluctuation range of the br2510 contract is expected to be between 11,600 and 12,000 [6]. Summary by Directory 1. Week - to - week Key Points Summary - **Market Review**: The price of domestic cis - butadiene rubber in the Shandong market fluctuated continuously, and the price of high - cis cis - butadiene rubber of mainstream sales companies increased by 100 yuan/ton [6]. - **Market Outlook**: Supply may increase significantly next week, and the finished product inventory level is expected to rise. The capacity utilization rate of tire enterprises may decline slightly [6]. - **Strategy Suggestion**: The short - term fluctuation range of the br2510 contract is expected to be between 11,600 and 12,000 [6]. 2. Futures and Spot Markets Futures Market - **Price Movement**: The price of the synthetic rubber futures main contract closed down this week, with a weekly decline of 1.35% [10]. - **Position Analysis**: Not detailed in the given content. - **Inter - period Spread**: As of August 22, the 9 - 10 spread of butadiene rubber was 20 [17]. - **Futures Warehouse Receipts**: As of August 22, the cis - butadiene rubber warehouse receipts were 2,490 tons, unchanged from last week [20]. Spot Market - **Spot Price**: As of August 21, the price of Qilu Petrochemical BR9000 in the Shandong market was 11,750 yuan/ton, a decrease of 50 yuan/ton from last week [24]. - **Basis**: As of August 21, the basis of butadiene rubber was - 25 yuan/ton, a decrease of 150 yuan/ton from last week [24]. 3. Industry Situation Upstream - **Raw Material Prices**: As of August 21, the CFR intermediate price of naphtha in Japan was 584.5 US dollars/ton, an increase of 12.5 US dollars/ton from last week; the CIF intermediate price of Northeast Asian ethylene was 830 US dollars/ton, an increase of 5 US dollars/ton from last week [28]. - **Capacity Utilization and Inventory of Butadiene**: As of August 22, the weekly capacity utilization rate of butadiene was 68.15%, a decrease of 1.11% from last week; the port inventory of butadiene was 27,300 tons, an increase of 6,900 tons from last week [31]. Industry - **Production and Capacity Utilization of Cis - butadiene Rubber**: In July 2025, the domestic production of cis - butadiene rubber was 129,200 tons, an increase of 6,700 tons from the previous month. As of August 21, the weekly capacity utilization rate of domestic cis - butadiene rubber was 69.15%, an increase of 0.95% from last week [35]. - **Production Profit of Cis - butadiene Rubber**: As of August 21, the domestic production profit of cis - butadiene rubber was - 458 yuan/ton, an increase of 25 yuan/ton from last week [38]. - **Inventory of Cis - butadiene Rubber**: As of August 22, the domestic social inventory of cis - butadiene rubber was 30,610 tons, an increase of 170 tons from last week; the manufacturer's inventory was 23,200 tons, a decrease of 250 tons from last week; the trader's inventory was 7,410 tons, an increase of 420 tons from last week [42]. Downstream - **Tire Capacity Utilization**: As of August 21, the capacity utilization rate of Chinese semi - steel tire sample enterprises was 71.87%, a month - on - month increase of 2.76 percentage points and a year - on - year decrease of 7.81 percentage points; the capacity utilization rate of Chinese all - steel tire sample enterprises was 64.97%, a month - on - month increase of 2.35 percentage points and a year - on - year increase of 7.01 percentage points [45]. - **Tire Export Volume**: In July 2025, China's tire export volume was 812,600 tons, a month - on - month increase of 8.87% and a year - on - year increase of 11.48%. From January to July, China's cumulative tire export volume was 4.9339 million tons, a cumulative year - on - year increase of 7.18% [48]. 4. Option Market Analysis - Not provided in the report
合成橡胶:商品涨幅收窄 BR跟随天胶小幅回落
Jin Tou Wang· 2025-08-14 02:19
截至8月6日,丁二烯港口库存14700吨,环比+4300吨;顺丁橡胶厂内库存为24150吨,较上期+350吨, 环比+1.5%;贸易商库存为7290吨,较上期-230吨,环比-3.1%。 【资讯】 隆众资讯8月13日报道:中国石油天然气股份有限公司吉林石化分公司二期20万吨/年丁二烯装置投产后 正常运行;同时14万吨/年丁二烯装置今日起陆续停车,重启时间待定。 丁二烯华东港口最新库存在20400吨左右,较上周期增加5700吨。周内进口船货继续到港,影响样本港 口库存处于上升状态,且有部分贸易量在售。8月进口船货到港或集中在月下旬。 7月,我国丁二烯产量为45.36万吨,环比+3%;我国顺丁橡胶产量为12.92万吨,环比+5.5%;我国半钢 胎产量5697万条,环比-1.1%,1-7月同比+7.8%;我国全钢胎产量为1275万条,环比+1%,1-7月同比 +5.1%。 截至8月7日,顺丁橡胶产业上、中游与下游开工率分化,其中,丁二烯行业开工率为69.8%,环 比-0.3%;高顺顺丁橡胶行业开工率为68.2%,环比-5.9%;半钢胎样本厂家开工率为69.7%,环 比-0.4%;全钢胎样本厂家开工率60.1%,环比 ...
合成橡胶产业日报-20250813
Rui Da Qi Huo· 2025-08-13 09:42
Report Summary - Industry Investment Rating: Not provided - Core View: Despite cost support, supply is expected to increase as maintenance devices restart. There is a divergence in the negotiation focus between traders and downstream users in the spot market. Last week, the inventory of sample enterprises increased slightly, and the production enterprise inventory is expected to decline slightly this week, while the trade enterprise inventory is expected to increase. The short - term capacity utilization rate of domestic tire enterprises may be slightly adjusted, and the BR2509 contract is expected to fluctuate in the range of 11,680 - 12,200 [2] Data Indicators Summary Futures Market - The closing price of the main synthetic rubber contract is 11,750 yuan/ton, down 75 yuan; the open interest is 26,557, down 130; the 9 - 10 spread is - 15 yuan/ton, down 20 yuan; the total warehouse receipt quantity of butadiene rubber is 2,490 tons, unchanged [2] Spot Market - The mainstream price of BR9000 from different petrochemical companies ranges from 11,750 - 11,850 yuan/ton, with price changes from 0 - 100 yuan; the basis of synthetic rubber is 100 yuan/ton, up 175 yuan; Brent crude oil is 825 dollars/barrel, down 0.51 dollars; WTI crude oil is 63.17 dollars/barrel, down 0.79 dollars; the price of butadiene in Shandong market is 9,475 yuan/ton, up 35 yuan [2] Upstream Situation - The weekly butadiene production capacity is 14.69 million tons, down 0.08 million tons; the capacity utilization rate is 69.76%, down 0.21 percentage points; the port inventory is 14,700 tons, up 4,300 tons; the operating rate of Shandong refineries' atmospheric and vacuum distillation units is 46.87%, down 1.33 percentage points [2] Downstream Situation - The monthly output of butadiene rubber is 12.25 million tons, down 1.69 million tons; the weekly capacity utilization rate is 68.17%, down 4.29 percentage points; the production profit is - 606 yuan/ton, down 231 yuan; the social inventory is 3.14 million tons, up 0.01 million tons; the manufacturer inventory is 24,150 tons, up 350 tons; the trader inventory is 7,290 tons, down 230 tons [2] - The operating rate of domestic semi - steel tires is 74.35%, down 0.1 percentage points; the operating rate of full - steel tires is 61%, down 0.08 percentage points; the monthly output of full - steel tires is 12.62 million pieces, up 800,000 pieces; the monthly output of semi - steel tires is 55.23 million pieces, up 1.08 million pieces; the inventory days of full - steel tires in Shandong are 39.37 days, down 0.08 days; the inventory days of semi - steel tires in Shandong are 46.45 days, up 0.81 days [2] Industry News - As of August 6, the inventory of high - cis butadiene rubber sample enterprises in China is 3.14 million tons, up 0.01 million tons from the previous period, a month - on - month increase of 0.38% - As of August 7, the capacity utilization rate of Chinese semi - steel tire sample enterprises is 69.71%, a month - on - month decrease of 0.27 percentage points and a year - on - year decrease of 9.93 percentage points; the capacity utilization rate of full - steel tire sample enterprises is 60.06%, a month - on - month increase of 0.80 percentage points and a year - on - year increase of 0.73 percentage points - In July 2025, the output of butadiene rubber in China is 12.92 million tons, up 0.67 million tons from the previous month, a month - on - month increase of 5.47% and a year - on - year increase of 27.04% [2]
合成橡胶产业日报-20250812
Rui Da Qi Huo· 2025-08-12 09:12
Report Summary 1. Investment Rating - No investment rating is provided in the report. 2. Core View - The cost recently supports the offer price of butadiene rubber, but the supply will increase after the restart of maintenance devices. The negotiation focus of spot - end traders and downstream is divergent. The inventory of butadiene rubber sample enterprises increased slightly last week. Although some production devices were shut down for short - term maintenance, the price center of the spot end is low due to the downstream's wait - and - see sentiment and arbitrage resources. This week, with the co - existence of device maintenance and restart, the supply is expected to change little. Under the shipping pressure, the inventory of production enterprises is expected to decline slightly, while the inventory of trading enterprises is expected to increase. In terms of demand, the capacity utilization rate of domestic tire enterprises fluctuated slightly last week. The production capacity utilization rate of domestic tire enterprises may be slightly adjusted in the short term, with limited overall fluctuation space. The BR2509 contract is expected to fluctuate in the range of 11,680 - 12,200 [2]. 3. Summary by Directory Futures Market - The closing price of the main contract of synthetic rubber is 11,825 yuan/ton, with a week - on - week increase of 40 yuan/ton; the position of the main contract is 26,687, with a week - on - week decrease of 1,401. The 9 - 10 spread of synthetic rubber is 5 yuan/ton, with a week - on - week increase of 5 yuan/ton. The total warehouse receipt quantity of butadiene rubber is 2,490 tons, with no week - on - week change [2]. Spot Market - The mainstream price of butadiene rubber (BR9000, Qilu Petrochemical) in Shandong is 11,700 yuan/ton, with a week - on - week increase of 100 yuan/ton; the mainstream price of butadiene rubber (BR9000, Daqing Petrochemical) in Shandong is 11,700 yuan/ton, with a week - on - week increase of 150 yuan/ton; the mainstream price of butadiene rubber (BR9000, Daqing Petrochemical) in Shanghai is 11,750 yuan/ton, with a week - on - week increase of 150 yuan/ton; the mainstream price of butadiene rubber (BR9000, Maoming Petrochemical) in Guangdong is 11,750 yuan/ton, with a week - on - week increase of 200 yuan/ton. The basis of synthetic rubber is - 75 yuan/ton, with a week - on - week increase of 10 yuan/ton [2]. Upstream Situation - Brent crude oil is at $66.63 per barrel, with a week - on - week increase of $0.04; WTI crude oil is at $63.96 per barrel, with a week - on - week increase of $0.08. The price of Northeast Asian ethylene is $825 per ton, with a week - on - week increase of $5; the price of naphtha (CFR Japan) is $568 per ton, with a week - on - week decrease of $2.5; the intermediate price of butadiene (CFR China) is $1,070 per ton, with no week - on - week change. The mainstream price of butadiene in the Shandong market is 9,440 yuan/ton, with a week - on - week decrease of 60 yuan/ton. The weekly capacity of butadiene is 146,900 tons, with a week - on - week decrease of 800 tons; the capacity utilization rate of butadiene is 69.76%, with a week - on - week decrease of 0.21 percentage points. The port inventory of butadiene is 14,700 tons, with a week - on - week increase of 4,300 tons. The operating rate of Shandong local refineries' atmospheric and vacuum distillation units is 46.87%, with a week - on - week decrease of 1.33 percentage points [2]. Downstream Situation - The monthly output of butadiene rubber is 122,500 tons, with a month - on - month decrease of 16,900 tons. The weekly capacity utilization rate of butadiene rubber is 68.17%, with a week - on - week decrease of 4.29 percentage points. The weekly production profit of butadiene rubber is - 606 yuan/ton, with a week - on - week decrease of 231 yuan/ton. The social inventory of butadiene rubber is 31,400 tons, with a week - on - week increase of 100 tons; the manufacturer's inventory of butadiene rubber is 24,150 tons, with a week - on - week increase of 350 tons; the trader's inventory of butadiene rubber is 7,290 tons, with a week - on - week decrease of 230 tons. The weekly operating rate of domestic semi - steel tires is 74.35%, with a week - on - week decrease of 0.1 percentage point; the weekly operating rate of domestic all - steel tires is 61%, with a week - on - week decrease of 0.08 percentage point. The monthly output of all - steel tires is 12.62 million pieces, with a month - on - month increase of 800,000 pieces; the monthly output of semi - steel tires is 55.23 million pieces, with a month - on - month increase of 1.08 million pieces. The inventory days of all - steel tires in Shandong are 39.37 days, with a week - on - week decrease of 0.08 days; the inventory days of semi - steel tires in Shandong are 46.45 days, with a week - on - week increase of 0.81 days [2]. Industry News - As of August 6, the inventory of China's high - cis butadiene rubber sample enterprises was 31,400 tons, an increase of 100 tons from the previous period, a week - on - week increase of 0.38%. As of August 7, the capacity utilization rate of China's semi - steel tire sample enterprises was 69.71%, a week - on - week decrease of 0.27 percentage points and a year - on - year decrease of 9.93 percentage points. The capacity utilization rate of China's all - steel tire sample enterprises was 60.06%, a week - on - week increase of 0.80 percentage points and a year - on - year increase of 0.73 percentage points. In July 2025, China's butadiene rubber output was 129,200 tons, an increase of 6,700 tons from the previous month, a month - on - month increase of 5.47% and a year - on - year increase of 27.04% [2]. 4. Focus - No news is reported today.
合成橡胶:商品普涨 且天胶走强 提振BR上涨
Jin Tou Wang· 2025-08-12 02:05
Raw Materials and Spot Prices - As of August 11, the market price of butadiene in Shandong is 9500 yuan/ton, an increase of 125 yuan/ton; CIF price for butadiene in China is 1070 USD/ton, unchanged; the market price for styrene-butadiene rubber (BR9000) in Shandong Qilu Petrochemical is 11700 yuan/ton, with a price difference of -2880 yuan/ton and a basis of -85 yuan/ton [1] Production and Operating Rates - In July, China's butadiene production was 453,600 tons, a month-on-month increase of 3%; styrene-butadiene rubber production was 129,200 tons, a month-on-month increase of 5.5%; semi-steel tire production was 56.97 million units, a month-on-month decrease of 1.1%, but a year-on-year increase of 7.8%; full-steel tire production was 12.75 million units, a month-on-month increase of 1% and a year-on-year increase of 5.1% [2] - As of August 7, the operating rates in the styrene-butadiene rubber industry showed differentiation, with butadiene industry operating rate at 69.8%, a decrease of 0.3%; high-styrene butadiene rubber industry operating rate at 68.2%, a decrease of 5.9%; semi-steel tire sample manufacturers' operating rate at 69.7%, a decrease of 0.4%; full-steel tire sample manufacturers' operating rate at 60.1%, an increase of 1.3% [2] Inventory Levels - As of August 6, butadiene port inventory was 14,700 tons, an increase of 4,300 tons; styrene-butadiene rubber factory inventory was 24,150 tons, an increase of 350 tons, a month-on-month increase of 1.5%; traders' inventory was 7,290 tons, a decrease of 230 tons, a month-on-month decrease of 3.1% [3] Industry News - According to Longzhong Information on August 11, Qixiang Tengda's 90,000 tons/year high-styrene butadiene rubber unit has been shut down for maintenance since August 1 and is expected to restart soon; China National Petroleum Corporation's Jilin Petrochemical Company is currently in the commissioning phase of its 200,000 tons/year butadiene unit [4] Market Analysis - On August 11, commodity prices rose, with natural rubber strengthening, boosting BR prices. The main contract for synthetic rubber BR2509 closed at 11,785 yuan/ton, an increase of 2.48% compared to the previous day's settlement price. On the cost side, the Maoming Petrochemical butadiene unit is restarting, and Fushun Petrochemical plans maintenance, while Jilin Petrochemical is in the commissioning phase, indicating a potentially ample domestic supply. Additionally, port inventories remain relatively low, with expected concentrated imports arriving in late August, limiting the downside for butadiene in the short term. Supply-side dynamics show a mix of unit restarts and maintenance, with a slight expected increase in styrene-butadiene rubber supply and limited inventory depletion. Demand-side pressures persist, particularly for semi-steel tires, which maintain high inventory levels, complicating production rate increases. Overall, while the cost side has limited downside, the supply-demand balance for BR remains loose, suggesting a wide fluctuation in prices [5]
合成橡胶市场周报-20250808
Rui Da Qi Huo· 2025-08-08 09:38
Group 1: Report Summary - The BR2509 contract is expected to fluctuate in the range of 11,400 - 12,000 in the short - term [8] - This week, the spot price of cis - butadiene rubber in Shandong market stopped falling and consolidated, with a range of 1,1300 - 1,1800 yuan/ton, and the price of high - cis cis - butadiene rubber of Sinopec and PetroChina sales companies decreased by 300 - 400 yuan/ton [9] - In the near future, the cost supports the supply price of cis - butadiene rubber, but the supply will increase after the restart of maintenance devices. There are differences in the negotiation focus between spot traders and downstream. The inventory of sample enterprises increased slightly this week. Next week, the supply is expected to change little, the inventory of producers is expected to decline slightly, and the inventory of trading enterprises is expected to increase [9] - This week, the capacity utilization rate of domestic tire enterprises fluctuated slightly, and in the short - term, it may be mainly adjusted slightly with limited overall fluctuation [9] Group 2: Futures Market - This week, the price of the main contract of synthetic rubber futures oscillated and closed up, with a weekly increase of 0.52% [13] - As of August 8th, the 9 - 10 spread of butadiene rubber was 10 [20] - As of August 8th, the cis - butadiene rubber warehouse receipts were 2,490 tons, an increase of 200 tons compared with last week [23] Group 3: Spot Market - As of August 7th, the price of Qilu Petrochemical BR9000 in Shandong market was 11,550 yuan/ton, a decrease of 150 yuan/ton compared with last week [27] - As of August 7th, the basis of butadiene rubber was 15 yuan/ton, a decrease of 190 yuan/ton compared with last week [27] Group 4: Upstream Market - As of August 7th, the CFR mid - price of naphtha in Japan was reported at 571 US dollars/ton, a decrease of 32.88 US dollars/ton compared with last week; the CIF mid - price of ethylene in Northeast Asia was reported at 820 US dollars/ton, the same as last week [31] - As of August 8th, the weekly capacity utilization rate of butadiene was 69.76%, a decrease of 0.21% compared with last week; the port inventory of butadiene was 14,700 tons, an increase of 4,300 tons compared with last week [35] Group 5: Industry Situation - In July 2025, the domestic production of cis - butadiene rubber was 129,200 tons, an increase of 6,700 tons compared with last month. As of August 7th, the weekly capacity utilization rate of domestic cis - butadiene rubber was 68.17%, a decrease of 4.29% compared with last week [39] - As of August 7th, the domestic production profit of cis - butadiene rubber was - 606 yuan/ton, a decrease of 229 yuan/ton compared with last week [42] - As of August 7th, the domestic social inventory of cis - butadiene rubber was 31,440 tons, an increase of 120 tons compared with last week; the inventory of manufacturers was 24,150 tons, an increase of 350 tons compared with last week; the inventory of traders was 7,290 tons, a decrease of 230 tons compared with last week [46] Group 6: Downstream Market - As of August 7th, the capacity utilization rate of domestic semi - steel tire sample enterprises was 69.71%, a decrease of 0.27 percentage points month - on - month and 9.93 percentage points year - on - year; the capacity utilization rate of domestic all - steel tire sample enterprises was 60.06%, an increase of 0.80 percentage points month - on - month and 0.73 percentage points year - on - year [49] - In June 2025, China's tire export volume was 717,100 tons, a decrease of 5.47% month - on - month and 7.31% year - on - year. From January to June, the cumulative tire export volume was 4,121,300 tons, a cumulative year - on - year increase of 4.34% [52]