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On Thursday, the main force of rubber RU closed at 13285 (+60) yuan / ton, the mixed rubber quotation was 11300 yuan / ton (+50), and the basis of the main contract was -1110 yuan / ton (-85); The top 20 main long positions are 86873 (-3110), short positions are 99037 (-2995), and net short positions are 12164 (+115).
NR main closing price 10155 (+55) yuan / ton, Qingdao Free Trade Zone Thai standard rubber 1400 (0) US dollars / ton, Malaysian standard rubber 1380 US dollars / ton (0), Indonesian standard rubber 1380 (0) US dollars / ton
.
As of September 23: total stock on the exchange 302561 (+8875), exchange warehouse receipt 262100 (+550).
Raw materials: raw film 46.
36 (+0.
31), cup glue 41.
30 (+0.
25), glue 45.
7 (0), tobacco film 49.
19 (+0.
5).
As of September 22, the domestic all-steel tire operating rate was 59.
87% (+9.
45%), and the domestic semi-steel tire operating rate was 62.
96% (+6.
98%)
.
The recent support of rubber prices is mainly on the cost side, due to the continuous domestic rainfall, raw material prices have stopped falling and risen, while Hainan raw material prices have been particularly strong recently, mainly due to concerns about the impact of domestic typhoon weather on raw material output in the later period and concentrated milk production still has profits to limit the output of full latex, supporting the current RU futures price
.
The stabilization of NR prices is more based on a slight improvement in domestic industrial demand, but the continued rise in global supply in the later period and the weak basis are not conducive to a sharp recovery in plate prices
.
As the domestic weather still has an impact on short-term raw material output, it is expected that short-term rubber prices will continue to fluctuate strongly, and the day before the holiday, it is recommended to pay more attention to risks and light positions
.