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今年上半年,全国橡胶市场供需两旺,国内合成胶生产和天然胶进口强劲增长;虽然受到非典型肺炎负面影响,二季度橡胶消费显露疲态,但上半年仍然较为旺盛;市场关系的供大于求,使得前期暴涨的销售价格急剧下跌,呈现剧烈波动态势。预计今后一段时间内,或者说在割胶旺季期间,尽管消费需求继续旺盛,但受到更多利空因素的影响,仅从供求基本面而言(排除资金因素的影响),橡胶价格还有可能走低。
In the first half of this year, the rubber supply and demand in the national rubber market boomed. The domestic synthetic rubber production and the import of natural rubber increased strongly. Although rubber consumption in the second quarter showed weakness in the second quarter, the rubber consumption remained strong in the first half of the year. Demand, making the sharp rise in sales prices dropped sharply, showing a volatile situation. Expected in the coming period, or during the cutting season, despite the continued strong consumer demand, but by more negative factors, only from the supply and demand fundamentals (excluding the impact of financial factors), rubber prices may also be lower.