Shanghai rubber increased its position and the futures price fluctuated to close up

News: 1.
In the first three quarters of 2021, Indonesia's exports of sky rubber increased by 6% year-on-year, while mixed rubber fell by 85%.

2.
In the first three quarters of 2021, Vietnam's exports of tianjiao and mixed rubber increased
year-on-year.
March and September China's heavy-duty truck sales were about 60,000 units, down 60%
year-on-year.

Market quotation: Shanghai market 19-year state-owned full latex reported 13900 (+450) yuan / ton, Vietnam 3L reported 13400 (+300) yuan / ton
.
Qingdao market STR20 stock spot reported 1765 (+30) US dollars / ton, Qingdao market STR20 October cargo reported 1760 (+30) US dollars / ton
.
Qingdao area RMB Thai mix 12450 (+0) yuan / ton, RMB horse mix 12450 (+0) yuan / ton
.
Hainan state-owned glue into the whole dairy plant 12700 (+0) yuan / ton, into the concentrated dairy plant 13000 (+300) yuan / ton
.
The purchase price of glue from dry rubber factory in Yunnan production area refers to 11.
6-12.
3 (0/0) yuan/kg, and the purchase price of glue in concentrated latex plant refers to 12-12.
4 (0/0) yuan/kg
.
Thailand Hat Yai raw material market field glue 51 (+2) baht/kg; Cup gum 48 (+0.
85) baht/kg
.
Synthetic rubber: Qilu petrochemical styrene-butadiene rubber 1502 in North China Market price 12800 (+0) yuan / ton; The market price of cis-butadiene rubber is 13700 (+0) yuan / ton
.

Warehouse receipt inventory: RU warehouse receipt 203050 tons, + 690 tons; NR warehouse receipt 26,602 tons, +0 tons
.
Main positions: RU2201 top 20 long positions 85378, + 9841; short positions 123519, + 6668; long and short increased, net space decreased
.

Summary: Recently, there has been a lot of rainfall in the Thai production area, and the output of raw materials has been hindered; In Hainan, heavy rainfall brought by tropical storms has increased
the impact on raw material output.
In addition, due to the epidemic prevention and control in Southeast Asian production areas, foreign workers continue to be tight, coupled with the long domestic holiday, the delay in shipping schedules from Southeast Asia to China is still serious, and it is still difficult to increase natural rubber imports significantly in October
.
However, Yunnan futures inventories began to accumulate rapidly and significantly with a large number of alternative indicators
.
On the demand side, the decline in tire starts is conducive to easing the pressure on finished product inventory, as the improvement of shipping is conducive to the improvement of tire exports, and the start of construction has resumed after the holiday, but the start will still be affected
by uncertainties such as environmental protection and power rationing.