Group 1 - Domestic commodity futures closed lower, with coking coal futures main contract hitting the limit down [1] - Glass prices fell over 8%, polysilicon dropped over 7%, and silicon manganese and soda ash declined over 6% [1] - Other commodities such as manganese silicon and coking coal fell over 4%, while hot-rolled steel and PVC dropped more than 3% [1] Group 2 - Natural rubber and caustic soda decreased over 2%, while Shanghai zinc and eggs fell over 1% [1] - A few commodities, including asphalt and crude oil, experienced slight increases [1]

Group 1 - The core viewpoint indicates that the Qingdao region's imported natural rubber market is experiencing a weak oscillation after a price increase, with STR20 spot prices reported at $1770-$1785 per ton, up 3.51% from late April, and Thai mixed prices around 14,400 RMB per ton, up 1.55% [1] - In early to mid-May, the market saw price fluctuations due to rising overseas raw material prices, strong futures, and a weaker USD against RMB, which boosted domestic prices [1] - Despite the positive macroeconomic developments from US-China trade negotiations, tire manufacturers maintained a cautious purchasing stance, leading to a lack of market confidence and a subsequent price correction towards the end of May [1] Group 2 - As of mid-May 2025, natural rubber inventory in Qingdao increased year-on-year by 16.78% in general trade warehouses and by 29.07% in bonded zones, influenced by lower purchasing activity from tire factories [2] - The market outlook for June suggests potential downward pressure on natural rubber prices due to increased upstream production and a seasonal decline in demand, with a focus on weather conditions affecting rubber tapping [2] - The market sentiment remains cautious due to weakening orders and uncertainties in the macro market, indicating that trading conditions may not improve significantly [5]

装置检修集中，丁二烯原料价格强势 橡胶观点 市场要闻与数据 期货方面，昨日收盘RU主力合约15235元/吨，较前一日变动+240元/吨。NR主力合约13035元/吨，较前一日变动+180 元/吨。现货方面，云南产全乳胶上海市场价格15150元/吨，较前一日变动+250元/吨。青岛保税区泰混14920元/吨， 较前一日变动+150元/吨。青岛保税区泰国20号标胶1820美元/吨，较前一日变动+20美元/吨。青岛保税区印尼20号 标胶1760美元/吨，较前一日变动+20美元/吨。中石油齐鲁石化BR9000出厂价格12700元/吨，较前一日变动+400元/ 吨。浙江传化BR9000市场价12650元/吨，较前一日变动+550元/吨。 化工日报 | 2025-05-15 相关产品情况市场分析 天然橡胶： 现货及价差：2025-05-14，RU基差-85元/吨（+10），RU主力与混合胶价差315元/吨（+90），烟片胶进口利润-6222 元/吨（+225.71），NR基差61.00元/吨（-42.00）；全乳胶15150元/吨（+250），混合胶14920元/吨（+150），3L现货 16200元/吨（+150）。S ...