天然橡胶产业日报 2026-01-08 动。 免责声明 | | 项目类别 数据指标 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | | | 沪胶主力合约收盘价(日,元/吨) 16120 | -60 20号胶主力合约收盘价(日,元/吨) | 13065 | -85 | | | 沪胶5-9差(日,元/吨) 10 | 0 20号胶2-3价差(日,元/吨) | -45 | 5 | | | 沪胶与20号胶价差(日,元/吨) 3055 期货市场 | 25 沪胶主力合约 持仓量(日,手) | 196468 | -3654 | | | 20号胶主力合约持仓量(日,手) 71121 | -1611 沪胶前20名净持仓 | -46456 | 3840 | | | 20号胶前20名净持仓 -13566 | 475 沪胶交易所仓单(日,吨) | 103190 | 0 | | | 20号胶交易所仓单(日,吨) 57154 | 202 | | | | | 上海市场国营全乳胶(日,元/吨) 15750 现货市场 | 100 上海市场越南3L(日,元/吨) | 16050 | ...

天然橡胶产业日报 2026-01-07 | 项目类别 | 数据指标 最新 | 最新 | 环比 数据指标 | | 环比 | | --- | --- | --- | --- | --- | --- | | | 沪胶主力合约收盘价(日,元/吨) 沪胶5-9差(日,元/吨) | 16180 | 130 20号胶主力合约收盘价(日,元/吨) -20 20号胶2-3价差(日,元/吨) | 13150 | 140 | | 期货市场 | | 10 | | -50 | -15 | | | 沪胶与20号胶价差(日,元/吨) | 3030 | -10 沪胶主力合约 持仓量(日,手) | 200122 | 513 | | | 20号胶主力合约持仓量(日,手) | 72732 | -1702 沪胶前20名净持仓 | -50296 | -1895 | | | 20号胶前20名净持仓 | -14041 | 1498 沪胶交易所仓单(日,吨) | 103190 | 2500 | | | 20号胶交易所仓单(日,吨) | 56952 | -1007 | | | | | 上海市场国营全乳胶(日,元/吨) | 15750 | 100 上海市场越南 ...

天然橡胶产业日报 2026-01-06 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | | 沪胶主力合约收盘价(日,元/吨) 沪胶5-9差(日,元/吨) | 16050 30 | 260 20号胶主力合约收盘价(日,元/吨) -10 20号胶2-3价差(日,元/吨) | 13010 -35 | 205 5 | | 期货市场 | | | | | | | | 沪胶与20号胶价差(日,元/吨) | 3040 | 55 沪胶主力合约 持仓量(日,手) | 199609 | 17689 | | | 20号胶主力合约持仓量(日,手) | 74434 | 3853 沪胶前20名净持仓 | -45601 | 1974 | | | 20号胶前20名净持仓 | -15481 | -1297 沪胶交易所仓单(日,吨) | 100690 | 0 | | | 20号胶交易所仓单(日,吨) | 57959 | 0 | | | | | 上海市场国营全乳胶(日,元/吨) | 15650 | 100 上海市场越南3L(日,元/吨) ...

| 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | | 沪胶主力合约收盘价(日,元/吨) 沪胶5-9差(日,元/吨) | 15790 | 185 20号胶主力合约收盘价(日,元/吨) | 12805 | 150 -10 | | | | 40 | -20 20号胶2-3价差(日,元/吨) | -40 | | | 期货市场 | 沪胶与20号胶价差(日,元/吨) | 2985 | 5 沪胶主力合约 持仓量(日,手) | 181920 | 13145 | | | 20号胶主力合约持仓量(日,手) | 70581 | 40988 沪胶前20名净持仓 | -45601 | 1974 | | | 20号胶前20名净持仓 | -15481 | -1297 沪胶交易所仓单(日,吨) | 100690 | 100 | | | 20号胶交易所仓单(日,吨) | 57959 | 0 | | | | | 上海市场国营全乳胶(日,元/吨) | 15300 | -50 上海市场越南3L(日,元/吨) | 15500 | 0 | | ...

天然橡胶产业日报 2025-12-29 ，企业整体出货节奏偏慢，成品库存攀升，产销压力下，部分企业存停限产现象。ru2605合约短线预计在1 研究员: 林静宜 期货从业资格号F03139610 期货投资咨询从业证书号Z0021558 5400-16000区间波动，nr2602合约短线预计在12400-13000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 | 项目类别 | 数据指标 | 最新 | 环比 | 数据指标 | 最新 | 环比 | 沪胶主力合约收盘价(日,元/吨) | -115 20号胶主力合约收盘价(日,元/吨) | 15665 | 12665 | -90 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 沪胶5-9差(日,元/吨) | 10 20号胶2-3价差(日,元/吨) | 40 | -20 | ...

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 数据来源于第三方，仅供参考。市场有风险，投资需谨慎！ 研究员: 林静宜 期货从业资格号F03139610 期货投资咨询从业证书号Z0021558 天然橡胶产业日报 2025-12-29 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 沪胶主力合约收盘价(日,元/吨) | 15665 | -115 20号胶主力合约收盘价(日,元/吨) | 12665 | -90 | | | 沪胶5-9差(日,元/吨) | 40 | 10 20号胶2-3价差(日,元/吨) | -20 | 5 | | | 沪胶与20号胶价差(日,元/吨) | 3000 | -25 沪胶主力合约 持仓量(日,手) | 179391 | -6552 | | | 20号胶主力合约持仓量(日,手) | ...

天然橡胶产业日报 2025-12-25 同比+1.72个百分点。 企业整体出货节奏偏慢，成品库存攀升，产销压力下，部分企业存停限产现象。ru2605合约短线预计在154 研究员: 林静宜 期货从业资格号F03139610 期货投资咨询从业证书号Z0021558 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 沪胶主力合约收盘价(日,元/吨) | 15730 | 80 20号胶主力合约收盘价(日,元/吨) | 12695 | 80 | | | 沪胶5-9差(日,元/吨) | 45 | 20 20号胶2-3价差(日,元/吨) | -45 | -15 | | | 沪胶与20号胶价差(日,元/吨) | 3035 | 0 沪胶主力合约 持仓量(日,手) | 182848 | 15218 | | | 20号胶主力合约持仓量(日,手) | 50850 | -824 沪胶前20名净持仓 | -46523 | -9002 | | | 20号胶前20名净持仓 | -14466 | -2748 沪胶交易所 ...

天然橡胶产业日报 2025-12-24 免责声明 | 项目类别 | 数据指标 沪胶主力合约收盘价(日,元/吨) | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | | 沪胶5-9差(日,元/吨) | 15650 25 | 360 20号胶主力合约收盘价(日,元/吨) -5 20号胶2-3价差(日,元/吨) | 12615 -30 | 210 -10 | | 期货市场 | 沪胶与20号胶价差(日,元/吨) | 3035 | 150 沪胶主力合约 持仓量(日,手) | 167630 | 21101 | | | 20号胶主力合约持仓量(日,手) | 51674 | -1655 沪胶前20名净持仓 | -37521 | 1478 | | | 20号胶前20名净持仓 | -11718 | 1742 沪胶交易所仓单(日,吨) | 91330 | 2600 | | | 20号胶交易所仓单(日,吨) 上海市场国营全乳胶(日,元/吨) | 57758 14850 | 0 -200 上海市场越南3L(日,元/吨) | 15300 | 100 | | ...

Report Summary 1. Report Industry Investment Rating - Not mentioned in the provided content 2. Core Viewpoints - The total inventory at Qingdao Port has continued to accumulate, with both bonded and general trade warehouses showing inventory build - up, and the overall inventory accumulation rate has continued to expand. Overseas mixed rubber arrivals and warehousing have increased, while downstream factories are mainly digesting their own inventories, with low restocking willingness, and overall outbound shipments are lower than expected. In terms of demand, last week tire companies adjusted production flexibly, some companies controlled production, the capacity utilization rate of domestic tire companies was weak, entering the seasonal off - peak season, the overall shipment rhythm of enterprises was slow, finished product inventory climbed, and under production and sales pressure, some companies had production suspension or limitation phenomena. The ru2605 contract is expected to fluctuate in the range of 15,000 - 15,650 in the short term, and the nr2602 contract is expected to fluctuate in the range of 12,200 - 12,650 in the short term [2] 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the main Shanghai rubber contract was 15,290 yuan/ton, up 85 yuan; the closing price of the main 20 - number rubber contract was 12,405 yuan/ton, up 50 yuan. The 5 - 9 spread of Shanghai rubber was 30 yuan/ton, unchanged; the 2 - 3 spread of 20 - number rubber was - 20 yuan/ton, down 5 yuan. The spread between Shanghai rubber and 20 - number rubber was 2,885 yuan/ton, up 35 yuan. The position of the main Shanghai rubber contract was 146,529 lots, down 1,229 lots; the position of the main 20 - number rubber contract was 53,329 lots, down 1,663 lots. The net position of the top 20 in Shanghai rubber was - 38,999 lots, down 105 lots; the net position of the top 20 in 20 - number rubber was - 13,460 lots, up 1,166 lots. The exchange warehouse receipts of Shanghai rubber were 88,730 tons, unchanged; the exchange warehouse receipts of 20 - number rubber were 57,758 tons [2] 3.2 Spot Market - The price of state - owned whole latex in the Shanghai market was 14,850 yuan/ton, down 200 yuan; the price of Vietnamese 3L in the Shanghai market was 15,200 yuan/ton, unchanged. The price of Thai standard STR20 was 1,835 US dollars/ton, unchanged; the price of Malaysian standard SMR20 was 1,830 US dollars/ton, unchanged. The price of Thai RMB mixed rubber was 14,470 yuan/ton, unchanged; the price of Malaysian RMB mixed rubber was 14,420 yuan/ton, unchanged. The price of Qilu Petrochemical's styrene - butadiene 1502 was 11,200 yuan/ton, unchanged; the price of Qilu Petrochemical's cis - butadiene BR9000 was 10,900 yuan/ton, unchanged. The basis of Shanghai rubber was - 440 yuan/ton, up 5 yuan; the non - standard product basis of the main Shanghai rubber contract was - 735 yuan/ton, down 15 yuan. The price of 20 - number rubber in the Qingdao market was 12,952 yuan/ton, down 104 yuan; the basis of the main 20 - number rubber contract was 2,065 yuan/ton, up 2 yuan [2] 3.3 Upstream Situation - The market reference price of Thai raw rubber (smoked sheet) was 58.4 Thai baht/kg, down 0.31 Thai baht; the market reference price of Thai raw rubber (film) was 55.75 Thai baht/kg, down 1.4 Thai baht. The market reference price of Thai raw rubber (glue water) was 56 Thai baht/kg, unchanged; the market reference price of Thai raw rubber (cup rubber) was 52.95 Thai baht/kg, up 0.85 Thai baht. The theoretical production profit of RSS3 was 138.6 US dollars/ton, up 13.6 US dollars; the theoretical production profit of STR20 was 2.4 US dollars/ton, down 51.4 US dollars. The monthly import volume of technically classified natural rubber was 126,100 tons, up 35,000 tons; the monthly import volume of mixed rubber was 256,400 tons, down 61,100 tons [2] 3.4 Downstream Situation - The weekly operating rate of all - steel tires was 63.13%, down 0.94 percentage points; the weekly operating rate of semi - steel tires was 71.44%, down 0.13 percentage points. The inventory days of all - steel tires in Shandong at the end of the period was 41.91 days, up 1.33 days; the inventory days of semi - steel tires in Shandong at the end of the period was 46.48 days, up 0.97 days. The monthly output of all - steel tires was 13.01 million pieces, up 0.59 million pieces; the monthly output of semi - steel tires was 58.31 million pieces, up 6.63 million pieces [2] 3.5 Option Market - The 20 - day historical volatility of the underlying was 12.96%, down 0.14 percentage points; the 40 - day historical volatility of the underlying was 14.64%, down 0.03 percentage points. The implied volatility of at - the - money call options was 19.78%, up 0.19 percentage points; the implied volatility of at - the - money put options was 19.79%, up 0.2 percentage points [2] 3.6 Industry News - In November 2025, China's heavy - truck market sold about 100,000 vehicles (wholesale basis, including exports and new energy), a month - on - month decrease of about 6% compared with October this year, and a significant year - on - year increase of about 46% compared with 68,500 vehicles in the same period last year. From January to November this year, the cumulative sales of China's heavy - truck market exceeded 1 million vehicles, reaching 1.03 million vehicles, a year - on - year increase of about 26%. As of December 21, 2025, the total inventory of natural rubber in bonded and general trade in Qingdao was 515,200 tons, a month - on - month increase of 16,300 tons, an increase of 3.28%. The bonded area inventory was 79,600 tons, an increase of 2.72%; the general trade inventory was 435,600 tons, an increase of 3.38%. As of December 18, the capacity utilization rate of China's semi - steel tire sample enterprises was 70.01%, a month - on - month decrease of 0.13 percentage points and a year - on - year decrease of 8.67 percentage points; the capacity utilization rate of China's all - steel tire sample enterprises was 63.61%, a month - on - month decrease of 0.94 percentage points and a year - on - year increase of 3.72 percentage points [2]

天然橡胶产业日报 2025-12-22 比-0.13个百分点，同比-8.67个百分点；中国全钢胎样本企业产能利用率为63.61%，环比-0.94个百分点， 及预期。需求方面，上周轮胎企业灵活排产，部分企业存控产现象，国内轮胎企业产能利用率偏弱运行， 数据来源于第三方，仅供参考。市场有风险，投资需谨慎！ 同比+3.72个百分点。各企业灵活排产，部分企业存控产现象，样本企业产能利用率偏弱运行。 进入季节性淡季，企业整体出货节奏偏慢，成品库存攀升，产销压力下，部分企业存停限产现象。ru2605 研究员: 林静宜 期货从业资格号F03139610 期货投资咨询从业证书号Z0021558 合约短线预计在15000-15650区间波动，nr2602合约短线预计在12200-12650区间波动。 免责声明 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | | 沪胶主力合约收盘价(日,元/吨) 沪胶5-9差(日,元/吨) | 15205 30 | 15 20号胶主力合约收盘价(日,元/吨) 10 20号胶2-3价差 ...