129788454853125000_85Concept of seismic interpretation partial rubber "shares strong-weak"
As Indonesia earthquake than the 2004 tsunami impact on rubber prices to small, short-term benefit of Shanghai rubber and cannot change the current weakness.
Energy chemical species as a whole, limited boost, insufficient demand cases should not be seen in the lower reaches. Yesterday, all floating shares rubber plate red, Hainan rubber with 6.52% leading the way. But domestic commodity marketCalm, Mandarin and Shanghai rubber index was 0.44% per cent, while Shanghai rubber futures contract 1209 main rose 125 dollars/ton, up 0.47%.
The industry believes that diversion of funds, days plastic is weak as a whole, as well as great and other factors make market fundamentals did not support "share strong-weak" features prominent. Share strong-weak to which speaking of rubber prices as good than boostIndonesia earthquake that occurred a few days ago are not nearly as powerful as some people think. 11th North West coast of Sumatra, Indonesia 8.7 on the Richter scale earthquake occurred, and could lead to a large area of a destructive tsunami. To this end, there are many people associate the event with the Indonesian tsunami of 2004 analogy, think gum is likely to usher in a rising trend. Indeed, although the actual capacity of the affected are notForecasting, earthquake on the rubber market both in terms of psychology is in essence will have an impact.
Back in 2004, due to the tsunami affected rubber production and transport, within 3 months of rubber prices rise up to around 20%. The earthquake effect on Shanghai and how much glue? Societe Generale senior analyst at futures Shi Hai believes that the earthquake areas some distance from the rubber producing area and the port of shipmentSo relatively weak impact on rubber supply.
From the perspective of domestic market performance yesterday, financial stocks led a shares has risen sharply, thus leading the domestic goods rise, but gains are far less than a share of goods, including rubber. For the units strong period of weak reasons, Mao Jianping, senior analyst at haitong futures believes that this capital and market levels are closely related. According to his estimation, Shanghai gum margin should be 52Million or so, with the level difference of about half billion at December
tera gold, long wanted to launch the difficulty increases.
In addition, the long side facing Shanghai rubber $ 2.6 billion bond to $ 5 billion worth of high inventories, rose a strong resistance. Mao Jianping also noted that compared to the tsunami of 2004, 11th earthquake on less rubber, this is because at that time the entire marketAt the end of building process, in addition to Super 4% IMF forecasts world economic growth, Indonesia rubber just stop cutting, these factors are long on enhanced effect of tsunami. And the difference is, at present day plastic in open cut, prices decline more specific, while IMF forecasts world growth only 2.6%, so the impact on the rubber market is relatively small. "Whether it'sMacro-surface, the fundamental, are currently not be reluctant to sell out reason
tera power leveling, fundamental pressure leading to limited Shanghai rubber room.
"He said, earthquakes or the perimeter and Shanghai rubber futures there is a little bit of news, spot prices diving and thus drive the price down. In addition, from a technical perspective, the Mao Jianping pointed out that rubber prices peaked on February 24, although the time period fell far enough, but left twoJump down the empty gaps, that is $ 27,920, and $, in General, prices often hit bottom after the gap left 3-4, and now there are only two, so the existing Shanghai rubber's gains are not supported. Energy chemical continuation of weak rubber continued weaker, energy chemical industry as a whole remains empty. At present, due to the easing of tensions in the Middle East, the crude oil price of windGradually reduce insurance premiums, but the industry expect oil prices near $ 100 a barrel in the near future to fall is unlikely, this constitutes the greatest support to energy and chemical products.
However, this support cannot justify energy chemicals out of the weak. Medium-term future, senior analyst of Shanghai Li Zhoulei believes that experience after the wheel down a high shock, New York crude oil pricesIn the last few days there have been clear signs of fall, oil prices in the $ 100 mark by supporting more obvious, and thus constitutes a benefit to domestic chemical species.
But he also pointed out that, despite oil price support, due to weak demand in the lower plastic, PTA and other varieties, their prices are still not seen. Plastics, Petro-chemical enterprises subject to highUnder the pressure of costs, the supply will continue to be restricted, which makes plastic spot prices remain relatively strong domestic situation. In addition, combining technical, to love, even the plastic down there after a technical rebound in a row. Therefore, even the plastic may be supported in the short term, and there is probably a rebound of space. As far as the PTA, Li Zhoulei noted that, due to its terminalTextile demand remains weak
tera gold, coupled with new capacity after concentrate launched in the second quarter, in which lines drop or extend.
Others:
没有评论:
发表评论