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On Tuesday, the Shanghai rubber RU2109 contract rebounded, and the futures price closed lower
.
The current price closed at 13045, -1.
51% from the previous trading day; Deals 608486, open position 278618 lots, +1460, basis -345; RU9-1 spread -1160
.
The NR2108 contract futures closed at 10710, -0.
7% from the previous session; The trading volume is 23970 lots, the position is 30427 lots, -12; NR07-08 spread is -160
.
News: 1.
The cumulative number of confirmed cases of new crown in Thailand is about to exceed 180,000
.
2.
The number of new crown cases in Malaysia has decreased
for 4 consecutive days in a single day.
3.
There was heavy rainfall in Yunnan and Hainan production areas this week
.
Market quotation: Shanghai market 19-year state-owned full latex reported 12700 (+0) yuan / ton, Vietnam 3L reported 12600 (-50) yuan / ton, Thailand No.
3 tobacco film reported 19350 (-50) yuan / ton
.
Qingdao market STR20 stock spot reported 1695 (-10) US dollars / ton, Qingdao market STR20 June cargo reported 1700 (-5) US dollars / ton
.
Hainan state-owned glue into the whole dairy plant 12500 (+0) yuan / ton, into the concentrated milk plant 12800 (+0) yuan / ton
.
The purchase price of glue from dry rubber plant in Yunnan production area refers to 12.
3-12.
7 (-0.
3/-0.
3) yuan/kg, and the purchase price of glue from concentrated latex plant refers to 12.
7/13 (-0.
3/-0.
2) yuan/kg
.
Field glue in Hat Yai raw material market in Thailand 53.
5 (+0) baht/kg; Cup gum 44.
7 (+0.
2) baht/kg
.
Synthetic rubber: Qilu petrochemical styrene-butadiene rubber 1502 market price 12200 (+0) yuan / ton; The market price of cis-butadiene rubber is 11700 (+0) yuan / ton
.
Warehouse receipt inventory: RU warehouse receipt 175950 tons, - 30 tons; NR warehouse receipt 56,781 tons, - 100 tons
.
Main positions: RU2109 Top 20 Long Positions 125105, +760; Short Positions 177527, -1522; Increase and Decrease Short, Clearance Decrease
.
Summary: At present, the main production areas at home and abroad have been cut one after another, and the rainfall is expected to promote the glue to stop falling and stabilize
.
The raw materials in Hainan production area continue to increase, and the price difference between glue into the concentrated dairy plant and the full latex plant is small, which is conducive to the volume of full latex; The amount of self-produced raw materials in Yunnan production area has steadily increased, but the supply of raw materials is not loose, and the phenomenon of raw material competition between processing plants still exists
.
On the demand side, manufacturers that stopped production due to thermal power plant maintenance and environmental protection factors in the early stage and factories that stopped work due to line maintenance have resumed work one after another, and the operating rate of tire factories rebounded
last week.
As the temperature rises, the replacement demand for all-steel tires may be expected to increase, but the peak period of summer electricity consumption is coming, and the factory may have a staggered peak production phenomenon, and the later start or maintain relatively stable operation
.
On the market, the RU2109 contract is long and short near the 10,000 mark, short-term focus on support around 12950, it is recommended to trade in the 12950-13250 range; The NR2108 contract is recommended to trade
in the 10600-11000 range.