Shanghai rubber shock closed down, it is recommended to treat it with a bearish idea

Spot: the 15-year quotation of state-owned whole milk in the Shanghai market is 12850-12900 (0/0) yuan / ton; Vietnam 3L quotation 13300 (0) yuan / ton; 15 years Thailand No.
3 tobacco tablets 15200 (-50) yuan / ton
.
Thai Hat Yai raw material market raw film 52.
28 (-1.
93) baht/kg; Tai San tobacco tablets 53.
28 (-1.
23) baht/kg; Field glue 51.
5 (-1.
5) baht/kg; Cup glue 43.
5 (-1.
5) baht/kg
.

Synthetic rubber: East China Qilu petrochemical styrene rubber 1502 market price 13500 (-400) yuan / ton; The market price of cis-butadiene rubber is 13700 (-400) yuan / ton
.

News: 1.
Triangle Tire America will raise prices
on October 1.
2.
South Korea's synthetic rubber exports increased
ten-year-on-year.

Summary of views: From the perspective of inventory, the recent continuous decline in rubber inventory in Qingdao Free Trade Zone provides support, while the sales data of domestic heavy trucks in August increased sharply year-on-year, indicating that downstream demand performed better
.
From the downstream situation, last week, the operating rate of domestic all-steel tires and semi-steel tires fell year-on-year, and environmental protection inspections made it difficult for the factory operating rate to increase
significantly.
The short-term recommendation of Shanghai rubber 1801 contract is to be treated with a bearish idea
.