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【观点】申银万国:橡胶供应压力增大_城市资讯网

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弱,原料胶价格相对坚挺。需求端全钢胎开工平稳,胶价当前面临新胶供应压力,近期美伊局势影响,化工品波动加大,天胶短期走势预计震荡调整。好消息,您已获得期货T+0交易资格,马上开通>>...

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云南产区提前开割,新胶供给压力预期增加,压制胶价。但目前国内产区仍处于开割初期,产量较少,具体产出情况仍需要持续观察,泰国产区仍处于低产季,低产季一般将持续至5月,国内青岛天胶总库存持续累库,短期供应端弹性减弱,原料胶价格相对坚挺。需求端全钢胎开工平稳,胶价当前面临新胶供应压力,近期美伊局势影响,化工品波动加大,天胶短期走势预计震荡调整。好消息,您已获得期货T+0交易资格,马上开通>>...

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