Shanghai rubber contract increased its position and the futures price closed slightly lower

News: 1.
In the first half of 2021, US tire imports increased by 36.
3%
year-on-year.
2.
In the first 7 months of 2021, Vietnam's exports of sky rubber and mixed rubber increased
year-on-year.
3.
General Administration of Customs of China: China's rubber imports in July 2021 fell by 22.
5% year-on-year to 525,000 tons
.

Market quotation: Shanghai market 19-year state-owned full latex reported 13300 (+0) yuan / ton, Vietnam 3L reported 13050 (+50) yuan / ton
.
Qingdao market STR20 stock spot reported 1780 (+0) US dollars / ton, Qingdao market STR20 September cargo reported 1765 (+0) US dollars / ton
.
Qingdao area RMB Thai mix 12500 (+0) yuan / ton, RMB horse mix 12450 (+0) yuan / ton
.
Hainan state-owned glue into the whole dairy plant 12800 (+0) yuan / ton, into the concentrated milk plant 12800 (+0) yuan / ton
.
The purchase price of glue from dry rubber factory in Yunnan production area refers to 12.
3-12.
7 (0/0) yuan/kg, and the purchase price of glue in concentrated latex plant refers to 12.
6-12.
7 (0/0) yuan/kg
.
Thailand Hat Yai raw material market field glue 50 (+0.
5) baht/kg; Cup gum 47.
45 (+0.
25) baht/kg
.
Synthetic rubber: Qilu petrochemical styrene-butadiene rubber 1502 market price 13200 (+0) yuan / ton; The market price of cis-butadiene rubber is 13900 (+0) yuan / ton
.

Warehouse receipt inventory: RU warehouse receipt 181310 tons, - 500 tons; NR warehouse receipts 38,304 tons, + 434 tons
.
Main positions: RU2201 top 20 long positions 84587, + 8408; short positions 115569, + 9875; long and short increase, net short increase
.

Summary: The recent rainfall in the main producing areas is expected to increase, or have an impact on the rubber tapping work, the epidemic situation in the major rubber-producing countries in Southeast Asia is grim, and the impact
on the supply side is concerned in the later stage.
In terms of inventory, the recent inventory of light-colored rubber increased slightly month-on-month, mainly due to the rapid increase in 3L arrivals in Vietnam, but the inventory of dark-colored rubber continued to decline
month-on-month.
On the demand side, the operating rate of domestic tire factories rose month-on-month last week, and the start of early maintenance manufacturers gradually increased, which supported the overall operating rate, coupled with the spread of the overseas epidemic caused factory closures, the volume of export orders was positive, but transportation problems still have resistance
to shipments.