1. Today, rubber futures on the Shanghai Stock Exchange have reached 1 1405 yuan/ton, up 1.803% from yesterday, and down 10 yuan from the peak. It would be nice to reach this price.
2. The total latex price in Shanghai for 20 years in Yunnan is 13800- 14000 yuan/ton, and the barrel latex of Huang Chunfa is 12000 yuan/ton. Jin Lianchuang believes that the epidemic has repeatedly raised market risk aversion. Today, commodities dived collectively, and the decline of rubber futures expanded. The decrease of macro-market risk appetite puts pressure on rubber futures trend.
3. In the short and medium term, the fundamentals of natural rubber are still supported, and there is more rainfall in southern Thailand and parts of Vietnam, which inhibits the output of raw materials, and the quotations of external suppliers are relatively firm; The freight has gone up, but the delivery time is still delayed. The new glue has been slowly pushed to the port, and the domestic mixed glue continues to go to the warehouse. The spot price of natural rubber has been relatively resistant to falling, and it may rebound after falling.
1. Recently, the epidemic situation in the main natural rubber producing countries is also accelerating, and the epidemic prevention pressure is increasing. Compared with last year, Southeast Asian countries are basically out of control. Of course, the impact of the worsening epidemic on local demand shocks is far greater than the supply shock. For example, factories such as gloves in Thailand were forced to stop production due to the epidemic, and the national blockade had a huge impact on economic activities, so the prices of raw materials in Thailand continued to fall.
2. As of July 16, the total inventory of domestic exchanges 1906 15 tons (+2457) and the volume of futures warehouse receipts 178 150 tons (+3600). Last week, the rebound of rubber prices superimposed the release of domestic raw materials, which brought about a substantial increase in warehouse receipts. As of July 1 1, the inventory of Qingdao Free Trade Zone continued to decline slightly, mainly due to the slow arrival of goods.
3. At present, although most domestic tire enterprises are running stably, the overall start-up is still at a low level. Due to the pressure of production cost, individual manufacturers started up slightly in the middle and late period, but the room for improvement was limited.
In the same period, there are still some differences in the performance of the domestic market, and the sales volume in areas related to heavy rainfall has been dragged down to some extent, while the performance in areas with normal transactions is relatively stable. Considering the influence of high temperature power cut and seasonal heavy rainfall, it is difficult for tire manufacturers to have a new boost performance in the short term, and the weak situation will continue in the near future, and prices are also weakening.
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