Rubber spot drives futures to weaken Pay attention to spot stop falling signals

As of September 2: total stock on the exchange 288790 (+1908), exchange warehouse receipt 262270 (+810).

Raw materials: raw film 45.
45 (-0.
3), cup glue 39.
65 (-0.
25), glue 45.
5 (0), tobacco film 47.
1 (+0.
07).

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%)
.

As of the end of last week, domestic port inventories fell slightly, mainly due to the recent decrease in port arrivals, domestic demand entered the traditional peak season, but due to the impact of the epidemic, the overall improvement was limited, reflected in the port inventory output rate is still weak, port accumulation concerns still exist
.
The latest understanding is that alternative planting can be partially guaranteed to enter China at the beginning of this month, and it is expected to be liberalized into China in October, when attention will be paid to the recovery of domestic supply pressure brought about by this
.
With the gradual increase in global supply, it is expected that spot market prices will still be mainly adjusted by a downward adjustment before physical demand does not improve, which will drag down the market
.
The logic of spot driving futures prices to weaken may not be finished, and pay attention to the stop signal
of spot prices in the later stage.