Shanghai rubber high open oscillation operation Pay attention to the pressure around 14500

News: 1.
According to the First Commercial Vehicle Network, in March 2021, China's heavy-duty truck market is expected to sell about 220,000 models of various types, a sharp increase of 86% month-on-month and a sharp increase of 83%
year-on-year.
The sales volume of heavy-duty trucks in March 2021 set a new historical record
for sales in the heavy-duty truck market in March.
2.
The operating rate of the sample of domestic all-steel tire manufacturers last week was 78.
03%, down 0.
06% month-on-month and up 11.
54% year-on-year; The operating rate of all-steel tire sample manufacturers fluctuated slightly
.
3.
Many Chinese ministries and commissions decided to jointly organize a new round of new energy vehicle rural activities
.

Market quotation: Shanghai market 19 years state-owned full latex reported 13600 (+50) yuan / ton, Vietnam 3L reported 13300 (+50) yuan / ton, Thailand No.
3 tobacco film reported 20050 (+100) yuan / ton
.
Qingdao market STR20 stock spot reported 1725 (+0) US dollars / ton, Qingdao market STR20 April cargo reported 1720 (+0) US dollars / ton
.
Hainan state-owned glue into the whole dairy plant 12000 (+0) yuan / ton, into the concentrated milk plant 15000 (+0) yuan / ton
.
Field glue in Hat Yai raw material market in Thailand 60.
2 (+0) baht/kg; Cup glue 44.
2 (+0) baht/kg
.
Synthetic rubber: Qilu petrochemical styrene-butadiene rubber in North China 1502 market price 14400 (+0) yuan / ton; The market price of cis-butadiene rubber is 13700 (+0) yuan / ton
.

Warehouse receipt inventory: RU warehouse receipt 171920 tons, +0 tons; NR warehouse receipt 56,790 tons, - 505 tons
.
Main positions: RU2109 Top 20 long positions 80612, + 4347; Short positions 118225, + 4997; long and short increase, net short increase
.

Summary: From the supply side, the current global production of tianjiao is in a seasonal low production period, and the domestic Yunnan production area is affected by drought and powdery mildew.
Some areas of Hainan production area are cut ahead of schedule, but the price of Hainan state-owned glue into the concentrated milk plant is far higher and the water enters the whole milk plant, considering that the supply of raw materials in the early stage of cutting is small, and it will still face concentrated milk diversion, and it is difficult to increase the production of whole milk rapidly
.
From a downstream point of view, the operating rate of domestic tire factories last week was generally stable, the current factory export orders are sufficient, but domestic sales are slightly weak, the rise in raw materials has driven the price of finished tires to rise, but the terminal market is relatively slow to start, the price increase transmission is not smooth, and dealer inventory is rising
.
On the market, the RU2109 contract price fluctuated slightly, focusing on the pressure around 14500 in the short term, and it is recommended to trade in the range of 14000-14500; The NR2106 contract is eyeing pressure around 11380 and is recommended to trade
in the 11000-11380 range.