【中国云南橡胶产区将进入停割期，国内全钢胎开工率大幅回升】金十期货11月28日讯，夜盘丁二烯橡胶期货强势上涨，现涨近3%，国投期货表示，期货市场情绪略微改善，国内天然橡胶现价上涨，合成橡胶现价下跌，外盘丁二烯港口价稳定。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，泰国原料市场价格稳中有涨，上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，菏泽信科重启，独山子石化低负运行。需求方面，上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。库存方面，本周青岛地区天然橡胶总库存持稳于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；上周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。综合来看，橡胶基本面偏弱，成本面暂时企稳，策略上RU&NR观望，BR偏多，关注品种间套利机会。
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