【橡胶基本面偏弱，成本面走弱放缓】金十期货11月22日讯，今日RU&NR&BR均大跌，金融市场情绪悲观，国内天然橡胶现价稳中有跌，合成橡胶现价下跌，外盘丁二烯港口价稳定。1. 供应方面，国外天然橡胶供应处于高产期，中国云南产区将进入停割期，泰国原料市场价格涨跌互现，本周国内丁二烯橡胶装置开工率明显提升，振华新材料装置继续停车检修，浙江石化重启，菏泽信科临时停车，独山子石化低负运行。2. 需求方面，本周国内全钢胎开工率大幅回升，半钢胎开工率微幅上升，轮胎产成品库存继续回升。3. 库存方面，本周青岛地区天然橡胶总库存继续回升至42.35万吨，其中保税区库存继续下降而一般贸易库存继续回升；中国顺丁橡胶社会库存重新回落至1.39万吨，上游中国丁二烯港口库存继续回落至2.26万吨。4. 贸易方面，今年10月份中国天然橡胶进口同比环比均小增；丁二烯橡胶进口同比环比均大降，出口同比大增而环比小降；上游丁二烯进口同比巨增环比大增，出口同比环比均巨降。5. 综合来看，橡胶基本面偏弱，成本面走弱放缓，外部环境有所恶化，策略上RU&NR谨慎，BR观望，关注品种间套利机会。
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