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2012年11月沪胶市场走势略微弱于预期,明显弱于日胶市场走势,呈倒N型形态,沪胶指数月度报收23899元,月度跌幅为3.21%。国内外政策因素的差异导致了沪胶市场和日胶市场走势的分化。12月市场最大的压力依旧来自高企的天然橡胶库存,第4季度国内汽车产销旺季未明显体现,国际汽车市场整体表现偏弱,并对市场形成明显的压力;国内宏观经济企稳或带来一定支撑,但难以形成提振力;国内外产业政策存在一定利多预期,但能否在12月形成更多实质性利多仍难以确定;全球宽松流动性带来通胀预期。天然橡胶市场压力犹存,但不致于悲观。预计12月沪胶市场继续维持震荡的概率较大,沪胶指数波动区间或在23000～26000元。
November 2012 Hujiao market slightly weaker than expected, significantly weaker than the daily rubber market trend was inverted N-shaped form, Hujiao index monthly reported 23,899 yuan, a monthly decline of 3.21%. Differences in policy factors at home and abroad led to the Hujiao market and Japan plastic market trend differentiation. The biggest pressure in the market in December still comes from high natural rubber stocks. In the fourth quarter, the peak season of domestic automobile production and sales was not obvious. The overall weakness of the international automobile market and the obvious pressure on the market; domestic macroeconomic stabilization or bring certain support However, it is hard to form a boost force. There is some bullish and more expected industrial policies at home and abroad. However, it is still hard to determine if more substantive profits will be formed in December. Global easing liquidity will bring inflation expectations. Natural rubber market pressures still exist, but not pessimistic. Hujiao market is expected in December to continue the probability of greater shocks, Hujiao index range or at 23,000 to 26,000 yuan.