新湖期货表示，近期，传闻某生产企业出口一船2000吨丁二烯。丁二烯市场流通量非常少，2000吨对丁 二烯来说数量不少。今年，进口量大是丁二烯的一个重要利空。现在出现出口，说明丁二烯价格已经很 低，出口窗口打开，下方支撑强。后期净进口减少也将改善丁二烯基本面。明年一季度，丁二烯没有新 产能投放，但下游有装置投放预期。无论是从产能角度还是从进出口角度看，短期丁二烯价格筑底，中 长期将走好。顺丁胶自身矛盾不大，主要跟随丁二烯运行，短期震荡，逢低可介入长线多单。 11月17日，国内期市能化板块多数飘红。其中，合成橡胶期货主力合约开盘报10910.0元/吨，今日盘中 高位震荡运行；截至发稿，合成橡胶主力最高触及11210.0元，下方探低10890.0元，涨幅达2.44%附 近。 目前来看，合成橡胶行情呈现震荡上行走势，盘面表现偏强。对于合成橡胶后市行情将如何运行，相关 机构观点汇总如下： 中辉期货指出，据隆众了解，裕龙石化已经重启，目前上游只剩茂名石化在检修中，预计1月中旬重 启。上游丁二烯原料价格企稳，尤其下游检修减少后，丁二烯需求支撑回升，预计价格稳定为主，对顺 丁橡胶成本端支撑有所提升。经历长期的磨底之后，近期合 ...

Group 1 - The synthetic rubber futures market is experiencing a downward trend, with the main contract opening at 11,250.0 CNY/ton and a decline of 2.57% observed [1] - Demand for synthetic rubber is weak, particularly in the semi-steel tire sector, leading to difficulties in inventory reduction [1] - The supply of butadiene is expected to continue to decline, with a significant gap between butadiene and downstream capacity, which may lead to price volatility due to low circulation [1] Group 2 - Recent weak performance in the raw material market and ongoing selling pressure have led to cautious market sentiment, with a slight decrease in overall inventory for domestic butadiene rubber producers [2] - Tire manufacturers are experiencing a decrease in capacity utilization rates, with some companies undergoing maintenance, which negatively impacts overall production [2] - As maintenance periods conclude, production is expected to recover, potentially boosting overall capacity utilization for tire manufacturers [2] Group 3 - Supply pressure has slightly eased, but demand improvement remains limited, with cost factors expected to support a stabilization and potential rebound in the market [3]