Glue farming is abandoned cut, stock falls, car city to good

Since July, domestic goods market appears to rebound apparently, individually board piece take turns sends force, heat breed also is you are sung I come on stage. Below such atmosphere, shanghai glue ready to do sth, on 1801 agreement station 16000 yuan / ton important juncture.

Glue farming manner decides to supply breach bulk

ANRPC newest report shows, global balata supply predicted to grow 5.5% 2017, reach twelve million seven hundred and fifty-six thousand tons. Although supply,add fast anticipate on the high side, but relative to year of consumption at 12.9 million tons beforehand appraise, still put in 144 thousand tons breach.

Because India cultivates an area to expand, bigger to the contribution of balata crop increment, its 1, accumulative total produced 347 thousand tons in June, accumulative total grows 35.02% compared to the same period. Meanwhile, crop of Thailand accumulative total is 1.818 million tons, accumulative total drops compared to the same period 2.89% . Add rubber tapping area newly to expand considering Thailand, follow-up crop will maintain growth. On whole, if weather is normal, criterion global balata crop is maintained of 5.5% add fast give no cause for more criticism.

The variable of balata crop came from glue farming 2017. On home market, according to CCTV one reports, because glue price is low,confuse, yunnan 3 become glue farming to abandon cut. Combine consideration of exchange rate element, 12000 yuan / ton the cost line that is balata, if glue price stays for long,be under this position, criterion advocate produce glue farming abandons the state cut dimensions can expand, supply breach to magnify subsequently.

Inventory of free tax zone glides

In June, glue of day of our country entrance and synthetic rubber (include latex) 520 thousand tons, annulus comparing decreases 5.4% . Importing quantity annulus to compare descendent reason is domestic day glue downstream inventory on the high side, suffocate suffocate of capital have enough to meet need, partial plant is in 4, 5, cut in June long about.

Day glue and volume of synthetic rubber import are successive 3 months go low, be helpful for going the propulsion of inventory. Up to on July 17, inventory of balata of Qingdao free tax zone relatively on period reduce eleven thousand nine hundred tons, fall for 4.4% . Day glue inventory glides, mark glue delivery of cargo from storage is more inventory of; synthetic rubber by add turn fall, mixture glue delivery of cargo from storage is more. Last week, delivery of cargo from storage of balata of storehouse of Qingdao free tax zone is in centrally more 600, 800 tons, what put in storage of a few storehouse can make up for delivery of cargo from storage basically is vacant, be in condition of clean delivery of cargo from storage a few more additionally.

Annulus of car produce and sale compared improvement in June

In June, domestic car produce and sale grows respectively compared to the same period 5.4% with 4.5% . 1, June, produce and sale grows respectively compared to the same period 4.6% with 3.8% . Demand improves drive produce and sale to add fast get warm again after a cold spell. Car produce and sale is good in June at 3, May, 1.6L and the negative effect that the following model that discharge an amount peddles fall off of buy duty privilege progressively retire.

In June, the market that weigh card sells of all kinds model in all 95 thousand, grow 60% compared to the same period. 1, June, accumulative total of the market that weigh card sells of all kinds model five hundred and eighty-one thousand one hundred, grow 71% compared to the same period, implementation grows 241 thousand completely.

The key of second half of the year of the market that weigh card is pulled from capital construction move turn to upgrade to discharge. According to program of work of the Ministry of Communication, the processing of carriage car of the 2nd phase works already in April open, finish before September 30 40% , partial disagreement compasses blocks carriage car to will be exited centrally in the near future again, spur the sales volume growth that blocks carriage car again then. If second half of the year weighs calorie of demand to keep stable, criterion hopeful of annual produce and sale exceeds 850 thousand, relatively grew 15% above 2016.

Interpose measure comes on stage in succession

In June since the last ten-day of a month, come on stage in succession from the measure that supplies upright interpose market. Violate government of the fatigue outside cultivating fell trees, strict control, Thailand and processing factory to collect money for instance control balata raw material, ITRC agrees to consider control to balata is exported and plan to will make complete plan wait in August. On July 19, market rumor, thailand, Indonesian will be in on September 15 with Malaysia Bangkok again to sit a meeting, plan of discussion reduction of output and export quota plan. If can be fulfilled,reach the designated position, balata price is sure to get carrying brace up. The market predicts Thailand, Indonesian on September 15 the range of reduction of output that discusses with Malaysia conference is in 10% , 15% , this will be great carry brace up balata price, can adopt on 1801 agreement operation meet low inducted train of thought.