【RU及NR谨慎偏多，预计国内8月份库存有望保持小幅库存格局】金十期货7月25日讯，展望8月下游需求，在国内临近金九银十季节性旺季以及海外雪地胎生产旺季下，生产端开工率有望维持较高水平，叠加海外出行旺季下，轮胎替换市场需求延续高景气度，国内出口将延续高增长局面；需求环比回升。RU及NR谨慎偏多。目前RU及NR估值中性，国内供应环比将增加但需求仍有较强支撑，预计国内8月份库存有望保持小幅库存格局，我们建议保持偏多思路对待。全球天然橡胶供应季节性旺季下，或限制反弹高度。
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