Core Viewpoint - The monitoring of market prices for 50 important production materials across nine categories indicates a mixed trend, with 27 products experiencing price increases, 17 seeing declines, and 6 remaining stable as of mid-June 2025 compared to early June 2025 [1][3]. Group 1: Price Changes in Major Categories - In the black metal category, rebar prices decreased slightly by 0.7% to 3110.4 yuan per ton, while wire rod prices increased by 0.8% to 3270.2 yuan per ton [2]. - In the non-ferrous metal category, electrolytic copper rose by 0.2% to 78898.6 yuan per ton, while zinc ingot prices fell by 2.2% to 22165.7 yuan per ton [2]. - Chemical products saw significant increases, with methanol rising by 6.1% to 2267.6 yuan per ton and pure benzene increasing by 6.4% to 6272.0 yuan per ton [2]. Group 2: Energy and Coal Prices - In the petroleum and natural gas sector, liquefied natural gas (LNG) prices decreased by 0.7% to 4233.2 yuan per ton, while gasoline prices increased, with 95 gasoline rising by 2.3% to 8564.7 yuan per ton [2]. - Coal prices showed a downward trend, with anthracite coal decreasing by 5.6% to 863.7 yuan per ton and coking coal dropping by 3.3% to 1096.4 yuan per ton [2]. Group 3: Agricultural Products and Inputs - In agricultural products, the price of wheat increased by 0.1% to 2418.8 yuan per ton, while corn prices rose by 1.2% to 2339.0 yuan per ton [4]. - Fertilizer prices showed a decline, with urea prices falling by 2.1% to 1825.6 yuan per ton, while pesticide prices increased by 2.1% to 24342.9 yuan per ton [4]. Group 4: Monitoring Methodology - The price monitoring encompasses a wide range of products, with data collected from over 2000 wholesalers, agents, and distributors across more than 300 trading markets in 31 provinces [7][8]. - The methodology includes on-site price collection, as well as inquiries via phone, instant messaging, and email [8].

联合研究丨行业深度 [Table_Title] 天然橡胶深度：供需趋紧，周期蓄势 %% %% %% %% research.95579.com 1 丨证券研究报告丨 报告要点 [Table_Summary] 橡胶（Rubber）是四大基础工业原料（石油、钢铁、煤炭、橡胶）之一。未来几年，天然橡胶 或需求回暖、供给趋紧，或迎来长景气周期。同时存在与合成橡胶周期共振的可能，在乙烷裂 解/煤制烯烃大产能投放、丁二烯/合成橡胶装置意外停产、极端天气干扰天然橡胶生产等突发事 件来临时，天然橡胶或与合成橡胶共振涨价。建议关注国内企业海南橡胶。 分析师及联系人 [Table_Author] 马太 陈佳 叶家宏 SAC：S0490516100002 SAC：S0490513080003 SAC：S0490522060003 SFC：BUT911 SFC：BQT624 顾熀乾 孙国铭 SAC：S0490519060003 请阅读最后评级说明和重要声明 2 / 34 %% %% %% %% research.95579.com 2 [Table_Title2] 天然橡胶深度：供需趋紧，周期蓄势 [Table_Summary2] ...