On Thursday, the main force of rubber RU closed at 12340 (+80) yuan / ton, the mixed rubber quotation was 10575 yuan / ton (0), and the basis of the main contract was -665 yuan / ton (-5); The top 20 main long positions 106365 (-1546), short positions 131222 (-4058), net short positions 24857 (-2512).
NR main closing price 9380 (+135) yuan / ton, Qingdao Free Trade Zone Thai standard rubber 1355 (+5) US dollars / ton, Malaysian standard rubber 1340 US dollars / ton (0), Indonesian standard rubber 1400 (+5) US dollars / ton
.
As of September 2: total stock on the exchange 288790 (+1908), exchange warehouse receipt 262270 (+810).
Raw materials: raw film 45.
30 (0), cup glue 39.
05 (-0.
6), glue 45.
5 (0), tobacco film 47.
01 (+0.
1).
As of September 1, the domestic all-steel tire operating rate was 58.
05% (-0.
58%), and the domestic semi-steel tire operating rate was 62.
41% (+0.
75%)
.
Yesterday's rubber price stopped falling and rebounded, NR early performance was weak and yesterday's performance was relatively strong, RU and NR strength transformation or related to the previous short NR more RU arbitrage position liquidation, therefore, the futures market presents a reduction rebound, RU accompanied by the reduction of net short positions, short-term short pressure or a slight slowdown
.
Rubber is still in a state of low valuation and weak drive
.
Overseas demand for early trading fell sharply, spot prices and overseas raw material prices fell sharply, dragged down the futures market, coupled with the impact of the recent domestic epidemic, some tire factories have stopped work, resulting in pre-holiday stocking demand is not as good as in previous years, the overall demand drag is greater, supply is also expected to increase, demand has not improved, the later mid-line supply and demand is still weakening concerns, short-term temporary wait-and-see mainly
.
