1, the spot price: 14 years in yunnan province state-run Shanghai market whole milk price 9500-9600 yuan/ton, Qingdao mixing rubber 8400-8650 yuan/tons, Thailand HongManLi cigarette smoke 3 # 15 years companies offer 10400-10500 yuan/ton. Outside dish Thailand RSS3 quote $1330 - $1335 / ton, outside dish STR20 spot quote $1120 - $1150 / ton. Free trade zone, smoke giant spot 1250-1260; Thai mark # 20: port on the spot, 2, 1060-1070 a month, march, April month big standard 1070-1080. Thailand rubber raw material rise, film stock, 38.62 0.15; Smoke film 40.66, 0.83; Glue of 37.50, 1.00; Rubber cup 30.50 and 0.50. (the baht/kg, 36.27 to the dollar exchange rate baht).
2, price structure, the latex with the compound rubber price 900 yuan/tons. Price 5 1609 and 1605 yuan/ton.
3, inventory: by the middle of January 2016, Qingdao bonded area rubber inventories continue to grow, the increased 2.1% to 260500 tonnes by the end of 2015. Specific varieties, in addition to the compound rubber inventories declined slightly, day rubber, synthetic rubber inventory has the growth. In addition, the smoke sheet inventory down slightly, butyl benzene, polybutadience rubber stocks were little changed, mixed gum inventories increased to 20000 tons.
4, synthetic rubber, qilu petrochemical styrene butadiene rubber, 1502 market price 8700 yuan/ton (0), butadiene rubber BR9000 market price 8000 yuan/ton (0).
5, auto production: passenger car sales in December 2.4421 million, rose 11.2%, year-on-year growth of 18.5%; Passenger car for the whole year accumulative total sales of 21.1463 million units, up 7.3% from a year earlier. In December 2015, the domestic heavy card market total sales of 46000 vehicles, 56363 fell by 18% than the same period last year, from November 2015 flat; Throughout 2015, accumulative total sales of 546800 units, heavy card market fell 27%, a net reduction value by 197000.
6, day rubber production consumption: ANRPC release 2015 output statistics, glue the production output fell 0.6% to 10.889 million tons, including Thailand production by 0.3% to 4.3094 million tons, Vietnam by 5.9% to 1.01 million tons, and Indonesia by 0.7% to 3.1754 million tons, the production by 5.5% to 794200 tons, the Malay by 3.9% to 694600 tons, India production by 18.8% to 572000 tons. Thailand in November 2015 days accumulated exports increased by 2%, of which 4001 collagen under 3.336 million tons, 4005 composite adhesive under 422000 tons, mixed gum exports of 150000 tons, total 3.908 million tons. 2014 years ago in November day glue exports of 3.069 million tons, compound rubber exports of 761000 tons, mixed gum exports of 1118 tons, total 3.831 million tons. Estimated China's total imports (including mixed glue) flat compared with last year, the collagen of about 2.7 million tonnes (90000 tons) year on year, compound rubber about 1 million tonnes (600000 tons) less than last year, mixed gum about 500000 tonnes (440000 tons) year on year, Vietnam smuggling glue around 80000 tons (100000 tons) less than last year.
7, industry news: Thailand's ministry of agriculture spokesman, since January 25, the implementation of the government plans to buy rubber, 45 per kilogram baht, to buy 100000 tons of rubber. Set 2000 collection spot in southern Thailand, north and northeast, a total of 1000 collection spot, acquisition of about 150 kg per person. This price is still lower than rubber farmers baht 60 requirements. Public warehouse organization and administration of the national peace council and rubber (RAOT) will work together to use the rubber fund directly from the hands of farmers to buy glue. The department in charge of the domestic digestion, won't resemble previously stored for inventory and sales to foreign countries.
Rubber benefited from the Thai government's purchase again, the raw material was the first to rebound driven futures falling, glue and slice for a full-scale heavy falls in, and the collection and storage of glue rebound five baht, rebound 6.5 baht, smoke but a cup of glue and the glue is still weak, rubber cup rally only 0.5 baht, demand restriction was evident, began to focus on 25th for purchasing the actual execution, as well as the subsequent will have further action. Shanghai rubber stock has reached 262000 tons, rose to an all-time high, moreover 15 old glue early maturity, out of the market of about 70000 tons. Whole milk domestic overall inventory pressure. Spot market trading stock traders said yesterday the majority of merchants before inventory low, and downstream at December 20 before and after the holiday, the overall slowdown, purchase quantity clinch a deal real single scattered.
Domestic yunnan has stopped mowing, mid to late January the overall stop cutting region in hainan, reduce the impact on latex market, and after glue supply has stopped all emulsion delivery goods basically the end of this year, stock futures rose to more than a decade highs; Production in Thailand is normal, more rain next week; Vietnam or because prices low enterprise budget income is insufficient, need to increase production to make up for, stop cutting time at the end of January.
Setting on the lower reaches of the recent all steel construction in general, the average is around sixty percent, individual manufacturer declined slightly, still have large inventory as a whole. 2015 heavy truck production and sales for the whole year of 536100 and 550700, falling by 28.28% and 25.98%.
Recently by the Thai possession, domestic Banks stimulate expected to boost investment in infrastructure, Shanghai rubber continue to rebound, but flat spot reaction. Domestic infrastructure investment and investment Banks how to carry out the situation still has great uncertainty, is expected to rebound height is limited, Shanghai glue suggest waiting for the opportunity to rebound fatigue.