In the second week of December 2023, the spot spot of natural rubber network ** is shown in the figure below.
Rubber *** situation in the second week of December 2023: Weaker on December 4th, weaker on December 5th, weaker on December 6th, Dec. 7th, and strong on Dec. 8th.
Inventory
As of December 8, 2023, the inventory of natural rubber in Qingdao is 46280,000 tons, a decrease of 0760,000 tons, a decrease of 161%。The inventory in the Qingdao Free Trade Zone of natural rubber is 15370,000 tons, a decrease of 0460,000 tons, a decrease of 291%。Qingdao stock 6165（-1.22) tons.
As of December 8, 2023, the total latex rubber inventory of the Shanghai Futures Exchange was 169,500 (13,048) tons, and the warehouse receipts were 131,570 (9,240) tons. No. 20 rubber inventory 107856 (4032) tons, warehouse receipts 97070 (5140) tons. Exchange and Qingdao 8939(0.49) tons.
Market
1.As of December 8, 2023, the starting load of all-steel tires of rubber tire enterprises in Shandong is 5937%, down 064%。
The starting load of semi-steel tires of domestic rubber tire enterprises is 7272%, up 6 percent from the same period last year29%。
2.According to the news of China Rubber Information ** Network on December 7, 2023, China imported a total of 68 natural and synthetic rubber (including latex) in November 202350,000 tons, compared to 73 in the same period in 202280,000 tons, down 72%。
From January to November, China imported a total of 722 natural and synthetic rubber (including latex).90,000 tons, compared to 659 in the same period in 202280,000 tons, an increase of 96%。
3.According to the news of China Rubber Information ** Network on December 7, 2023, in the first 10 months of 2023, the United States imported a total of 209.39 million rubber tires, a year-on-year decrease of 15%.
From January to October, the United States imported a total of 21.46 million rubber tires from China, down 41% year-on-year.
4.According to the news of China Rubber Information ** Network on December 8, 2023, Malaysia's natural rubber exports increased by 35% year-on-year in October 20239% to 56,460 tonnes, down 1% month-on-month.
Malaysia's natural rubber imports increased by 17 percent year-on-year to 93,288 tonnes in October6%, an increase of 5% month-on-month.
The total output of monitored natural rubber in October was 32,944 tons, an increase of 3 percent year-on-year6%, an increase of 06%。
In October, the total domestic consumption of natural rubber fell by 7 year-on-year9% to 26,111 tonnes, up 7% month-on-month6%。
5.According to the news of the Passenger Car Association on December 8, 2023, the retail sales of the passenger car market in November 2023 reached 20800,000 units, a year-on-year increase of 260%, up 24%。This year's cumulative retail sales are 1,93450,000 units, a year-on-year increase of 53%。
In November, the customs automobile export was 5240,000 units, a year-on-year increase of 416%；From January to November, the customs automobile export was 47620,000 units, a year-on-year increase of 598%。
Production of passenger cars in November was 26450,000 units, a year-on-year increase of 250%, an increase of 80%。
Message-wise
1.According to the China Rubber Information Network on December 6, 2023, in the first seven months of the 2023-2024 fiscal year, Myanmar exported a total of 94,435 tons of rubber, with an export income of 1$167.9 billion.
2.According to the news of China Rubber Information Network on December 7, 2023, Phoeklertwangphong, a member of the rubber management working group of the Ministry of Agriculture and Cooperatives of Thailand, said that the ministry will accelerate the promotion of various rubber stability policies such as cup rubber blocks. In particular, the rubber output is more from December to January every year, and it is expected that due to the cold weather in December this year, the rubber output will be about 600,000 tons. However, the report from the rubber sector found that the country's rubber inventories in October were 17% lower than a year earlier, so the available consumption in December will be lower than expected. However, the Minister of Agriculture has asked the Rubber Authority of Thailand to prepare support measures to help rubber farmers achieve rubber ** stability.
3.According to the China Automobile Dealers Association on December 9, 2023, the comprehensive inventory coefficient of auto dealers in November was 143, down 159%, down 239%, the inventory level is below the warning line. (Text: Natural Rubber Mesh).
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