Spot information: Rubber spot price: domestic full latex: 14100 yuan/ton, Thai tobacco three pieces: 17400 yuan/ton, Vietnam 3L standard glue: 14000 yuan/ton, No. 20 rubber: 13200 yuan/ton. He Ai raw material price: Cigarette: 83.09 baht/kg, glue: 78.2 baht/kg, cup glue: 57.87 baht/kg, raw glue: 75.38 baht/kg.
Market analysis: The weather in Southeast Asia has improved, and rubber cutting is gradually normal, but the supply and import volume are less than expected, and the main rubber force of 15800 yuan/ton has signs of upward breakthrough. The rubber opening season is concerned about the drought situation in the south, the dry weather in Hainan has eased, the supply has gradually increased, and the southern Thailand is about to officially open in May, but the price of raw materials is still generally high.
In terms of domestic atmosphere, it is expected that the domestic tire operating rate in June will be affected by maintenance and tire inventory. The global supply of rubber is gradually recovering, but the weather in Thailand is still disturbed, the amount of new glue or less than expected, concerned about domestic rubber imports, inventory changes and other factors, as well as weather affecting the amount of new glue time and quantity.
Operation suggestion: In summary, pay attention to the main 15,800 yuan/ton breakthrough market.
