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宝城期货橡胶早报-20250722
Bao Cheng Qi Huo· 2025-07-22 02:06
Report Overview - The report focuses on the investment analysis of the rubber and synthetic rubber futures in the energy and chemical sector of commodity futures [1][5][7]. Industry Investment Rating - Not provided in the report. Core Viewpoints - Both Shanghai rubber (RU) and synthetic rubber (BR) futures are expected to operate in a relatively strong manner, with short - term and medium - term trends being oscillatory and the intraday trend being oscillatory and relatively strong [1][5][7]. Summary by Variety Shanghai Rubber (RU) - **Price Performance**: On the night session of Monday this week, the 2509 contract of Shanghai rubber futures slightly rose 0.81% to 15,020 yuan/ton [5]. - **Core Logic**: After the previous negative expectations were gradually digested, the price of Shanghai rubber futures entered an oscillatory recovery trend. The expected reduction in domestic natural rubber production areas due to the sixth typhoon this year has boosted the price, and it is expected to maintain an oscillatory and relatively strong trend on Tuesday [5]. Synthetic Rubber (BR) - **Price Performance**: On the night session of Monday this week, the 2509 contract of synthetic rubber futures slightly rose 1.01% to 12,015 yuan/ton [7]. - **Core Logic**: After the rubber price callback digested negative factors and the recent stabilization and rebound of domestic and international crude oil futures prices, the Shanghai rubber futures continued the upward trend. It is expected to maintain an oscillatory and relatively strong trend on Tuesday [7].