Trade name: natural rubber (standard I)
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Latest price: 13444 yuan / ton on November 12, up 244 yuan / ton from November 11
Market analysis: according to the data monitoring of business agency (100ppi. Com), on November 12, Shanghai glue continued to rise, with a range of about 200-300 yuan / ton, the largest increase this week. The spot glue was adjusted by 100-300 yuan / ton with the plate. It is reported that due to the excessive rainfall in southern Thailand and the serious shortage of labor, the output of raw materials is low, and the cutting of domestic rubber will be stopped one after another; And the arrival of mixed rubber is limited, and the spot inventory in Qingdao decreases; The production and sales of automobile enterprises have improved to a certain extent, and the shortage of chips cannot be completely solved for the time being; Raw material prices are at a high level. Environmental protection, power and production restriction have a significant impact on tire enterprises. Ningxia Shenzhou tire and other enterprises continue to raise tire ex factory prices this month.
Future forecast: the above factors have a good support for rubber prices. It is expected that natural rubber will mainly fluctuate upward in the near future; As the cut-off is about to start, if the purchasing enthusiasm of downstream tire enterprises can keep up, the wave of market years ago may be gaining momentum.
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