RU、NR、BR月报：橡胶板块供应充足，消费增量预期强烈

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 ➢ANRPC胶盟天然橡胶产业...............................................................15➢泰国天然橡胶产业............................................................................17➢越南天然橡胶产业............................................................................27 四、国内数据................................................................................................29 ➢中国橡胶进口及产量.........................................................................29➢天然橡胶的供应...............................................................................34➢中国橡胶表观消费量.........................................................................35➢国内胶水产品...................................................................................36➢丁二烯及顺丁橡胶的供应...................................................................38➢台湾橡塑业......................................................................................43 六、海外数据................................................................................................46 ➢国际贸易.........................................................................................46➢日本橡胶库存...................................................................................47➢马来西亚天然橡胶零售库存...............................................................49➢东南亚标胶加工利润.........................................................................51➢海外橡塑机械...................................................................................52 RU、NR、BR月报2025年10月31日 七、国内数据................................................................................................54 ➢国内库存.........................................................................................54➢RU仓单..........................................................................................57➢期货成交.........................................................................................59➢全乳老胶基差...................................................................................62 八、现货价差季节性.....................................................................................62 ➢绝对价格.........................................................................................62➢泰国混合基差...................................................................................63➢越南3L基差....................................................................................66➢国产标二基差...................................................................................67➢泰国烟片基差...................................................................................70➢泰标（美元）基差............................................................................71➢非标（美元）基差............................................................................72 九、期货价差季节性.....................................................................................73 ➢RU月差..........................................................................................73➢NR月差..........................................................................................74➢TF月差..........................................................................................76➢RU-NR..........................................................................................78➢RU-TF..........................................................................................78 十、全球数据................................................................................................80 ➢全球汽车销量...................................................................................80➢中韩汽车产量...................................................................................81➢日韩乘用车保有量............................................................................82十一、海外数据.....................................................................................83➢美国橡塑业......................................................................................83➢汽车消费-美国................................................................................84➢欧洲汽车行业指数............................................................................85十二、国内数据.............................................................