2023-12-05
It has been pulled back by 10%. Can rubber ignite a spark in the global warehouse?
The cause of this wave of adjustment is two expectations from the supply side: the expectation of falling raw material prices; The expectation of concentrated domestic storage in Hong Kong in December. On the demand side, it's because the downstream off-season is coming, and there's a certain amount of suppression of bullish confidence.
2023-05-15
Rubber: ZunTianTianHeavy Structure
Our characterization of the rubber market in 2024 is that it is time, heavy structure.
2023-07-20
Natural rubber: focus on supply and macro resonance to do more opportunities.
The supply of natural rubber will maintain a low growth next year. Since 2013, the newly added planting area has declined year by year. Southern Thailand has entered a stage of continuous production reduction. At the same time, Indonesia is also affected by the aging of rubber trees. The production reduction trend is clear. At the same time, judging from the proportion of rubber tapping area, Thailand and Indonesia, the major producers in Southeast Asia, will account for 90.78 and 80.07 respectively in 2022, and the production release will basically reach the ceiling level, pressure on imports has also eased, while weather disturbances remain and the impact of El Niño remains unabated. On the demand side, passenger car domestic sales are expected to maintain stable growth, exports are also resilient, but also need to consider the weakening of tire demand brought about by the weakening of heavy trucks, the demand side is expected to remain stable overall.
The rubber industry is one of the important basic industries of the national economy. It not only provides people with daily life indispensable daily and medical rubber products, but also provides heavy industries and emerging industries such as mining, automobiles, construction, machinery, and electronics. Various rubber production equipment or rubber parts. The rubber industry mainly involves natural rubber industry, synthetic rubber industry, rubber products industry and related supporting industries according to the division of labor in the industrial chain.
11
2023/12
Standard rubber production process, from tapping to products, natural rubber import knowledge
Natural rubber has excellent physical and chemical properties, and after proper treatment, it also has oil resistance, acid resistance, alkali resistance, heat resistance, cold resistance, wear resistance and other characteristics, so it is widely used. Since the establishment of China's first rubber factory in 1915, China's rubber industry has a history of one hundred years. With the growing consumer demand for natural rubber in China, natural rubber is also positioned as an "important strategic material and industrial raw material".
28
2022/07