Raw Materials and Spot Prices - As of August 19, cup rubber is priced at 49.80 THB/kg (+0.35), and latex is at 54.70 THB/kg (+0.50) [1] - In Yunnan, the purchase price for rubber water is 14,500 CNY/ton (+100), while fresh latex in Hainan is 14,000 CNY/ton (0) [1] - In Qingdao Free Trade Zone, Thai standard rubber is priced at 1,810 USD/ton (+10), and Thai mixed rubber is at 14,650 CNY/ton (+50) [1] Tire Production and Inventory - As of August 14, the capacity utilization rate for China's semi-steel tire sample enterprises is 69.11%, down 0.60 percentage points month-on-month and down 10.55 percentage points year-on-year [1] - The capacity utilization rate for China's all-steel tire sample enterprises is 62.62%, up 2.56 percentage points month-on-month and up 3.69 percentage points year-on-year [1] - The average inventory turnover days for semi-steel tires is 46.73 days, up 0.28 days month-on-month and up 9.73 days year-on-year; for all-steel tires, it is 39.51 days, up 0.14 days month-on-month and down 3.83 days year-on-year [1] Export Data - In the first seven months of 2025, China's rubber tire exports reached 5.63 million tons, a year-on-year increase of 5.4%, with an export value of 99.2 billion CNY, also up 5.4% [2] - The export volume of new inflatable rubber tires was 5.42 million tons, with an export value of 95.3 billion CNY, both showing a year-on-year increase of 5.2% [2] - The export volume of automotive tires was 4.8 million tons, with an export value of 81.9 billion CNY, reflecting a year-on-year increase of 4.9% [2] Market Dynamics - On the supply side, rainfall in production areas may disrupt the release of new rubber, keeping raw material prices firm [2] - Demand remains generally stable, with some agents replenishing stock as needed, leading to cautious inventory control [2] - The market currently lacks clear directional guidance, with prices expected to fluctuate within a range of 15,000 to 16,500 CNY, depending on the raw material supply during the peak production period [2]