RU、NR、BR月报：月度气候数据温和，汽车产量增速放缓

第一部分前言概要...........................................................................................4第二部分总览与说明.......................................................................................5第三部分宏观供应...........................................................................................6 一、全球数据.................................................................................................6 ➢气候................................................................................................6➢商品估值.........................................................................................11 二、全球数据................................................................................................14 绝对价格.........................................................................................14 三、海外数据................................................................................................15 ➢天然橡胶&合成橡胶供应...................................................................15➢ANRPC胶盟天然橡胶产业...............................................................16➢泰国天然橡胶产业............................................................................18➢越南天然橡胶产业............................................................................26➢美国合成橡胶产能利用率...................................................................28 四、国内数据................................................................................................29 ➢中国橡胶进口量...............................................................................29➢中国天然橡胶产量............................................................................35➢中国合成橡胶产量............................................................................36➢国内胶水产品...................................................................................37➢台湾橡塑业......................................................................................39 东南亚六大主产国平衡表...................................................................41 六、海外数据................................................................................................42 ➢波罗的海干散货指数.........................................................................42➢日本橡胶库存...................................................................................43➢马来西亚天然橡胶零售库存...............................................................46➢东南亚标胶加工利润.........................................................................47 第1页共166页 海外橡塑机械...................................................................................48 国内库存.........................................................................................50RU仓单..........................................................................................53期货成交.........................................................................................55全乳老胶基差...................................................................................58 八、现货价差季节性.....................................................................................59 ➢绝对价格.........................................................................................59➢泰国混合基差...................................................................................60➢越南3L基差....................................................................................66➢国产标二基差...................................................................................69➢泰国烟片基差...................................................................................73➢泰标（美元）基差............................................................................76➢非标（美元）基差............................................................................76 九、期货价差季节性.....................................................................................78 ➢RU月差..........................................................................................78➢NR月差..........................................................................................80➢TF月差..........................................................................................84➢RU-NR..........................................................................................88➢RU-TF..........................................................................................89 十一、海外数据.....................................................................................92➢CPI-美国轮胎.................................................................................92➢美国橡塑业......................................................................................93➢汽车消费-美国................................................................................94➢汽车消费-日本................................................................................97➢汽车消费-韩国................................................................................98➢欧洲汽车行业指数..........................................................................101 第2页共166页 ➢橡塑业用电量.................................................................................102➢轮胎产销................................