Kev Lag Luam Nqe & Kev Lag Luam Dynamics
Kev ua haujlwm yav tom ntej
Tuam Tshoj txoj kev cog lus tseem ceeb roj hmab yav tom ntej (RU2605) tau pauv nyob rau hauv ib ncig ntawm 15,700 yuan / ton rau lub Kaum Ob Hlis 29, ntes tau nyob rau hauv luv luv -lub sij hawm "lub thawv" sib sau ua ke ntawm 15,600-15,800 yuan / ton raws li cov tub ua lag luam tos ib qho kev taw qhia breakout. Lub caij no, Nyiv cov roj hmab yav tom ntej tau thim rov qab los ntawm ib lub hlis siab siab, raug thawb los ntawm cov khoom lag luam hauv Suav tau nce, uas cuam tshuam txog kev ceev faj ntawm kev sib npaug ntawm cov khoom siv-xav tau cov cim. Synthetic roj hmab yav tom ntej pom lub zog muaj zog, nrog rau daim ntawv cog lus tseem ceeb tau nce ntau dua 2% intraday, txhawb nqa los ntawm kev nce nqi ntawm butadiene cov nqi nce ntxiv - tau tsav los ntawm kev saib xyuas cov nroj tsuag hauv tsev thiab kev lag luam txawv teb chaws ruaj khov -txawm hais tias qhov kev thov tsis muaj zog tau nce ntxiv.
Spot Market Quotations
| Khoom | Keeb kwm | Nqe (Yuan / ton) |
|---|---|---|
| Natural Latex (Barrel) | Thaib teb | 12,800–12,900 |
| Natural Latex (Ntau) | Thaib teb | 11,500–11,600 |
| Natural Latex (Ntau) | Nyab Laj | 10,900 |
| Ntuj Latex | Tuam Tshoj | 11,300 |
| Polybutadiene Roj Hmab | North/East China | 11,400 (kev xa khoom) |
| Tau qhov twg los: Morning market report, December 29, 2025 |
Spot natural latex tus nqi tseem nyob ruaj khov tab sis ntsib cov kev ua lag luam tsis zoo, vim tias cov khoom lag luam qis qis tau tawm tsam tus nqi siab ntawm qhov kev thov tsis txaus, txwv qhov chaw ua lag luam muaj peev xwm taug qab cov txiaj ntsig yav tom ntej.
Supply & Demand Fundamentals
Ntiaj teb no Production & Trade
Lub koom haum ntawm Natural Rubber Producing Countries (ANRPC) tau tshaj tawm tias cov khoom siv roj hmab thoob ntiaj teb poob 2.6% lub hli - ntawm -hli mus rau 14.74 lab tons hauv Kaum Ib Hlis 2025, thaum noj tau poob 1.4% mus rau 12.48 lab tons, underscoring ib me ntsis mov-xav tsis txaus. Rau Suav teb, kev xa khoom ntawm cov roj hmab ntuj thiab hluavtaws (xws li latex) tau mus txog 7.572 lab tons hauv Lub Ib Hlis-Kaum Ib Hlis 2025, nce 16.5% xyoo-rau- xyoo, raws li cov tuam txhab tau khaws cov khoom lag luam ntawm cov nqi zoo. Hauv qhov sib piv, Tuam Tshoj cov khoom siv roj hmab rov qab tau poob 8.76% xyoo-ntawm- xyoo rau 171,599 tons hauv thawj 11 lub hlis, thaum kev xa tawm tau nce 22.96% mus rau 96,848 tons, nrog rau lub Kaum Ib Hlis xa tawm dhia 39.70% xyoo {5{21} xyoo{20} tons{28}} qhia txog kev xav tau thoob ntiaj teb muaj zog rau tus nqi - siv tau zoo dua.
Downstream Tyre Sector
Kev tsim cov log tsheb tau pom muaj kev sib xyaw ua ke rau lub lim tiam no. Tuam Tshoj tus neeg caij tsheb log tsheb (PCR) kev khiav hauj lwm tus nqi nce 0.66 feem pua cov ntsiab lus lub lim tiam - ntawm - lub lis piam mus rau 72.05% tab sis tseem tshuav 7.11 feem pua cov ntsiab lus qis dua ib xyoos dhau los; tsheb thiab tsheb npav log tsheb (TBR) tus nqi poob 2.19 feem pua ntawm cov ntsiab lus rau 61.95%, kwv yees li xyoo tas los-rau- xyoo. Factories tsom mus rau -xav tau kev yuav khoom, nrog rau kev txaus siab tsis txaus los tsim cov khoom siv raw khoom thaum tsis paub meej qhov kawg- kev xav tau ntawm kev lag luam, tshwj xeeb tshaj yog xyoo- xaus kev lag luam tsheb tos txais txoj cai tshiab.
Sustainability & Kev Lag Luam Innovation
EUDR Kev Ua Haujlwm Looms
Txoj cai EU Due Diligence Regulation (EUDR) rau cov roj hmab ntuj siv rau cov lag luam loj thiab nruab nrab- cov lag luam loj thaum Lub Kaum Ob Hlis 30, 2025-tsuas yog ib hnub txij li tam sim no- nrog rau cov lag luam me thiab cov lag luam me tau tso cai ib xyoos ntxiv mus txog rau lub Kaum Ob Hlis 30, 2026. "EUDR-ua raws li $ 1/00% 10 tons ntawm cov roj hmab" traceability thiab deforestation - cov kev cai pub dawb, ua rau cov tuam txhab European log tsheb kho cov kev yuav khoom thaum ntxov, thaum cov neeg tsim khoom loj xws li Thaib thiab Côte d'Ivoire tseem ceeb tshaj tawm cov ntawv pov thawj xa tawm kom khaws cov khoom lag luam. Cov kws tshaj lij hauv kev lag luam tau hais tias qhov ncua sij hawm tsis qhia txog leniency; Hloov chaw, nws ua kom lub sector "ntsuab kiv puag ncig," nrog rau traceability systems thiab ntawv pov thawj xav tias yuav tsav cov nqi mus sij hawm ntev.
Sumitomo Rubber Adopts Sustainable Carbon Dub
Sumitomo Rubber Industries tshaj tawm tias nws tau pib loj- tsim Dunlop cov neeg nrog caij tsheb log tsheb siv cov pa roj carbon dub tau los ntawm qhov kawg - ntawm - lub neej log tsheb (ELTs) los ntawm kev siv tshuaj lom neeg, thawj zaug rau lub tuam txhab. Kev tsim khoom tsim tawm ntawm nws cov cog Miyazaki thaum Lub Kaum Ib Hlis 2025, tom qab lub Ib Hlis 2025 koom tes nrog Mitsubishi Chemical. Cov khoom siv yav dhau los tau sim ua tiav hauv GT300- cov log tsheb sib tw hauv chav kawm, uas yeej ob qhov kev sib tw sib tw hauv 2025 AUTOBACS SUPER GT series, ua pov thawj kev ua tau zoo ib yam hauv siab - kev ntxhov siab. Qhov kev txav no ua raws li kev lag luam kev thawb rau kev lag luam ncig, txo kev cia siab rau fossil roj-raws li carbon dub.
Regional & Market News
Sri Lanka Lub Hoobkas Hluav Taws Xob: Ib lub Hoobkas khoom lag luam roj hmab hauv Horana's Wavulagala cheeb tsam tau ntes hluav taws thaum sawv ntxov lub Kaum Ob Hlis 29; tsis muaj kev raug mob raug tshaj tawm, thiab cov neeg tua hluav taws ua haujlwm kom muaj qhov kub hnyiab, nrog rau qhov laj thawj tseem tab tom tshawb nrhiav.
US Rubber Seal Market: Daim ntawv tshaj tawm tshiab ua haujlwm US vulcanized roj hmab foob kev lag luam yuav loj hlob ntawm CAGR ntawm 0.8% hauv tus nqi kom ncav cuag $ 5.8 nphom los ntawm 2035, nrog kev noj ntim ntau txog 423,000 tons (CAGR 0.7%), txhawb nqa los ntawm kev thov tsis tu ncua los ntawm cov tsheb thiab kev lag luam.
Cov nqi raw khoom: Butadiene cov nqi txuas ntxiv nce ntxiv, txhawb cov khoom siv roj hmab hluavtaws; Cov nroj tsuag loj hauv Dushanzi thiab Maoming tseem raug kaw, thaum lwm tus neeg feem ntau ua haujlwm ib txwm ua, khaws cov khoom txaus tab sis txwv cov nyiaj tau los rau cov tuam txhab.
Market Outlook
Nyob ze - cov nqi roj hmab yuav zoo li kev lag luam sab nraud, kev txhawb nqa los ntawm cov nqi tsim nyog (xws li, butadiene rau cov khoom siv hluavtaws, ncov- lub caij muab rau cov roj hmab ntuj) tab sis txwv los ntawm cov kev xav tau qis qis thiab cov khoom muag siab. EUDR qhov kev siv yuav hloov kho cov saw hlau thoob ntiaj teb, nyiam cov neeg tsim khoom thiab cov khoom siv rov ua dua tshiab. Cov neeg koom nrog kev ua lag luam yuav tsum tau saib xyuas cov khoom hloov pauv, lub tuam txhab lub log tsheb khiav lag luam, thiab kev hloov kho txoj cai tshiab rau kev taw qhia xyoo - qhov kawg volatility.