橡胶产业链周度策略报告

期货研究院农产品团队辛旋从业资格证号：F3064981投资咨询证号：Z0016876联系方式：--投资咨询业务资格：京证监许可【2012】75号成文时间：2025年05月18日星期日更多精彩内容请关注方正中期官方微信 摘要天然橡胶：【市场逻辑】【交易策略】合成橡胶：【市场逻辑】【交易策略】500-12600。 作者： 目录第一部分橡胶品种观点总结......................................................................................................................1第二部分期货市场情况分析......................................................................................................................1一、期货周度行情回顾.............................................................................................................................1二、期货市场仓单情况.............................................................................................................................2三、基差价差情况....................................................................................................................................3四、月间价差情况....................................................................................................................................4第三部分产业基本面情况.........................................................................................................................6一、国内现货价格....................................................................................................................................6二、产业供需...........................................................................................................................................7三、期现库存...........................................................................................................................................9四、成本利润.........................................................................................................................................11第四部分期权相关数据...........................................................................................................................12 图目录图1：收盘价:橡胶主连.........................................................................................................................................................................1图2：收盘价:20号胶主连.....................................................................................................................................................................2图3：收盘价:合成橡胶主连................................................................................................................................................................2图4：注册仓单数量:橡胶指数............................................................................................................................................................3图5：注册仓单数量:20号胶指数.......................................................................................................................................................3图6：注册仓单数量:合成橡胶指数...................................................................................................................................................3图7：橡胶主连基差................................................................................................................................................................................4图8：20号胶主连基差...........................................................................................................................................................................4图10：收盘价：RU-NR价差..................................................................................................................................................................4图11：RU-BR价差....................................................................................................................................................................................4图12：基差:合成橡胶主连..................................................................................................................................................................4图13：橡胶期货5-9价差.......................................................................................................................................................................5图14：橡胶：9-1价差...........................................................................................................................................................................5图15：20号胶：6-7合约价差..............................................................................................................................................................5图16：20号胶：7-8价差.......................................................................................................................................................................5图17：合成橡胶：6-7合约价差.........................................................................................................................................................6图18：合成橡胶：7-8价差..................................................................................................................................................................6图19：天然橡胶到港价........................................................................................................................................