The hottest seasonal tight supply slowly pushed up

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Seasonal tight supply slowly pushed up the rubber price

"history is always repeating itself". From the middle of December last year to now, with the main rubber producing areas at home and abroad entering the cut-off period, Shanghai rubber has once again demonstrated its seasonal rise. The futures price has continued to climb from 8715 yuan to the current position near 14000 yuan, with an increase of 37.7%. Although there have been several adjustments in the middle process, the rise is still the main theme. Compared with the strength of the internal market, Japanese glue is too calm. For the later trend of Tianjiao, the uncertainty of seasonal supply reduction and demand improvement will still become its important concern and possible constraints, and it is very difficult to go up sharply again on the current basis. However, for the Bulls who already have an advantage, mastering the rhythm and ensuring that the favorable situation is realized is the main goal. Investors should have rational investment ideas

on the supply side, the major producing countries in Southeast Asia took measures to boost the rubber price. According to the practice over the years, the three major rubber producing countries will formulate corresponding measures to limit prices and ensure production. Last year, the international rubber Union, in which universities and research institutions are the main applicants (IR CO), and its member countries include Malaysia, Indonesia and Thailand. The output of natural rubber accounts for more than 70% of the world's natural rubber production. It also said that it plans to set the minimum price of rubber at $1.35 per kilogram, With the price of rubber falling by about 50% since July last year, major rubber producing countries agreed to reduce the export volume of natural rubber by 700000 tons in 2009. The upcoming ministerial meeting of major rubber producing countries this weekend will actively take measures to boost global rubber prices. At present, the focus of the market is on the specific measures they have taken in terms of price and output, and the market may gain confidence again

in terms of demand, there are opportunities for the development policy of the automotive industry. On February 11, according to the latest statistical data released by the China Automobile Industry Association, the domestic automobile production in January was 6 pairs of experimental machines. We absolutely had 58800 vehicles in the first class nationwide, with a month on month increase of 5.07% and a year-on-year decrease of 20.22%; 735500 vehicles were sold, with a month on month decrease of 0.83% and a year-on-year decrease of 14.35%. In January this year, the automobile industry received unprecedented attention and support, and various supporting measures were introduced one after another. However, due to the slowing market demand and more holidays in January, the car sales are still not ideal. Plastic granulator operation touches the national economy. This machine is widely used in the production and use of steel, construction industry, prestressed steel wire, steel wire rope, wire and cable manufacturers. At present, the severity of the automotive industry still exists, and the recent news rumors that the relevant countries will promote a new automotive industry development policy, which is another strong market rescue policy since the introduction of the domestic automotive industry plan, The hope of revitalizing the domestic automobile industry is rekindled, which will also have an important and far-reaching impact on the automobile industry

for the current Shanghai rubber, the negative factors in the early stage have been gradually digested, and the seasonal supply shortage and the price limit and production guarantee plan in major foreign rubber production areas are the support for the current strength of Shanghai rubber. However, before the downstream demand sends a new signal of improvement in the future, demand will still become an important factor in the future price trend of futures. From the operational level, bullish investors who have held multiple orders are in the most favorable position, while the current level of intervention in long and short market is limited

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