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成品库存去库依旧困难 沪胶期货高位存调整可能
Jin Tou Wang· 2025-07-24 07:09
Group 1 - The main contract for 20 rubber futures experienced a rapid increase, reaching a peak of 13,280.00 yuan, with a current price of 13,270.00 yuan, reflecting a rise of 3.51% [1] - Various institutions have differing views on the future price trends of rubber, with expectations of price adjustments and potential declines in the short term [1][2] Group 2 - Shenyin Wanguo Futures predicts that the short-term rubber price will experience fluctuations due to ongoing rainfall affecting rubber tapping and a weak demand side during the off-peak consumption season [1] - Ningzheng Futures anticipates a possible price correction in the short term, citing difficulties in reducing finished product inventories and weak consumption related to exports [1][2] - China’s tire production statistics show a mixed performance, with full steel tire operating rates increasing significantly while semi-steel tire rates have slightly decreased, indicating a complex demand landscape [2] - The export of rubber tires from China has seen a decline, with a 6.9% drop in June, raising concerns about future trade risks, particularly with major markets like the EU and the US [2]