All parties in the hottest market have serious dif

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All parties in the market have serious differences on the future trend of Tianjiao

when the futures price approaches the 20000 yuan mark, all parties in the market have serious differences on the future trend of Tianjiao. Among them, traders are generally optimistic about rubber prices, while tire manufacturers are bearish in the future. Issued a third-party test report

since the price of Tianjiao hit a record high of 30000 yuan at the end of May, Shanghai Tianjiao has experienced a wave of deep decline, up to the current price of 21000 yuan per ton. How to operate in the future has attracted great attention from all parties in the market

when talking about the reasons for the decline in the past two months and the future direction of operation, Liu Qiyue, deputy general manager of Shanghai tire (Group) Co., Ltd., pointed out that although domestic large and medium-sized tire enterprises actively expand production capacity, the market price of Tianjiao is in a high position, and the tire industry also has a very wide speed range and beam moving distance. Facing mergers and acquisitions, the efficiency of the tire industry has declined. Liu Qiyue said that in the first half of this year, the consumption of natural rubber increased by 22% year-on-year, the consumption of synthetic rubber increased by 20%, and the export of tires increased by 25%. 16%, labor productivity increased by 10%, but profits decreased by 21. 26%, which affects the sustainability of tire enterprises to continue to increase production and expand export scale. At present, tire enterprises are cautiously bearish on the aftermarket, generally holding less raw material inventory, and the inventory volume is maintained at a small scale than expected until the end of October this year

while tire enterprises are declining, import pressure is also beginning to emerge. Through a large number of chart data, Li Shiqiang, general manager of Thailand Sitong rubber Shanghai Co., Ltd., pointed out that when analyzing the seasonal law of rubber production in Southeast Asia and the cyclical law of domestic import changes, the sources of domestic natural rubber imports were diversified, among which the import scale from Thailand was reduced, while the import scale from Indonesia and Malaysia tended to increase. In the short term, the production of natural rubber in Indonesia and Malaysia is strong. In the long term, it is worth paying attention to that the production potential of natural rubber in northern Thailand is still huge in the future through continuous planting of rubber trees

compared with the negative psychology of tire enterprises, rubber traders said that although the consumption of enterprises decreased, there would be no negative growth in consumption. At present, tire enterprises are still large users of rubber, accounting for 50-60% of the total rubber consumption, and the cost of natural rubber accounts for about 35% of the tire cost. Wang Qiang, general manager of Shanghai hujulian Industrial Co., Ltd., pointed out that the domestic economy has developed steadily, the highway construction has expanded the consumption scale of natural rubber demand, and the development trend of the automotive industry is strong. Although the growth rate of rubber consumption may be reduced due to domestic macro-control and other factors, there will be no negative growth in consumption, which still constitutes a strong support for the medium and long-term trend of natural rubber

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