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On Tuesday, the main force of rubber RU closed at 12900 (-180) yuan / ton, the price of mixed rubber was 12600 yuan / ton (0), and the basis of the main contract was 25 yuan / ton (+80); The top 20 main long positions are 92486 (-1669), short positions 134997 (-1945), and net short positions are 42511 (-276).
NR main closing price 11215 (-130) yuan / ton, Qingdao Free Trade Zone Thai standard rubber 1690 (-5) US dollars / ton, Malaysian standard rubber 1685 US dollars / ton (0), Indonesia standard rubber 1735 (0) US dollars / ton
.
As of July 1: Exchange total inventory 277125 (+298), Exchange warehouse receipt 253380 (+1900).
Raw materials: raw film 58.
7 (-1.
6), cup glue 48.
4 (0), glue 52.
8 (0), tobacco film 62.
09 (-0.
02).
As of June 30, the domestic all-steel tire operating rate was 58.
8% (-0.
31%), and the domestic semi-steel tire operating rate was 64.
6% (+1%)
.
Viewpoint: With the expected recovery of later production, raw materials in the main producing areas of Hainan continued to decline
.
As of the end of last week, domestic port inventories rebounded slightly, mainly due to
the weak momentum of downstream raw material procurement and a slight recovery in arrivals.
At present, the domestic is the confrontation between the increase in supply and the improvement of demand month-on-month, based on the pressure of downstream finished product inventory, and it is also necessary to see a greater demand recovery in order to have the momentum of raw material procurement, therefore, the support of short-term actual demand is more limited, more from the expected boost
.
Under the pattern of double rise in supply and demand, it is expected that price fluctuations will be the mainstay
.