Shanghai rubber low after the shock operation short-term short thinking treatment

News: 1.
As of August 2, the inventory of natural rubber in Qingdao Free Trade Zone fell by more than 10%.

In February and July, the sales volume of heavy-duty trucks increased by 89% year-on-year, and it was a foregone conclusion that the annual sales exceeded one million units
.

In terms of market, the 15-year quotation of state-owned whole milk in the Shanghai market is 12100-12200 (+100/+100) yuan / ton; Vietnam 3L quotation 12600-12700 (+100/+100) yuan/ton; 15 years Thailand No.
3 tobacco tablets 15000 (+100) yuan / ton
.
Thai Hat Yai raw material market raw film 50.
69 (+0.
77) baht/kg; Tai San tobacco tablets 55.
5 (+0.
5) baht/kg; field glue 46.
5 (-0.
5) baht/kg; Cup glue 41 (+0.
5) baht/kg
.
Synthetic rubber: Qilu petrochemical styrene rubber 1502 market price in East China 11000 (0) yuan / ton; The market price of cis-butadiene rubber is 10800 (0) yuan / ton
.

From the perspective of inventory, the pressure on exchange inventory continues to rise, although the rubber inventory in Qingdao Free Trade Zone has fallen significantly recently, it is still higher than the same period in the past two years
.
From the downstream situation, the domestic all-steel tire operating rate rebounded month-on-month last week, but the half-steel tire operating rate continued to decline
month-on-month.
At present, in July and August, it is difficult to increase the factory operating rate significantly under high temperature weather
.
Entering the near delivery month, the pressure of warehouse receipts will still put pressure on the price of Shanghai rubber futures, and the 1801 contract recommends paying attention to the pressure around 15400 and treating it with a bearish idea
.