【合成橡胶后市交易驱动在哪里？】金十期货2月17日讯，节后合成橡胶盘面多以僵持盘整态势为主。截止上周，山东鲁中地区主流送到价格在12650-12700元/吨左右，较节前跌幅不足200元/吨，维持阶段性高位整理，下游产品也没有明显走强态势，产业链利润集中在上游原料端，顺丁橡胶，理论利润维持在-1000元/吨左右。SBS行业亦处于盈亏平衡点附近，亦难有利润可言。丁二烯下游主要行业中，仅有丁苯橡胶维持相对可观的利润，截至2月中旬理论利润维持在1200-1300元/吨左右。丁二烯市场压力在氧化脱氢装置重启下逐步显现，即便前期货源多数锁定流向，但产量的逐步提升叠加二季度新产能的增量预期，供应面将再次承压。需求端来看，产业链下游在当前利润水平下，或很难对丁二烯行情形成有效提振。中辉期货分析师苏日嘎拉图认为，因此行情经过近期的僵持，国际能源市场如果没有较大扰动，合成橡胶不排除盘面继续走弱可能。
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