【顺丁橡胶：供应逐渐宽松，顺丁橡胶短期延续下跌态势】金十期货11月12日讯，近期顺丁橡胶市场价格持续下跌，截至11日，华北市场BR9000主流价格为14200-14500元/吨，较月初跌幅3.37%，成本端支撑减弱叠加供应逐渐宽松是主要原因。成本端看，随着北方新装置顺利投产，丁二烯现货可售量增长，价格面临下滑预期，成本支撑减弱；生产端看，利润修复背景下，顺丁橡胶行业开工逐渐恢复，预计本周达到年内新高，市场现货供应量继续补充，供应端对行情支撑不足；需求端看，全钢轮胎社会库存消耗缓慢，开工负荷受到制约；半钢轮胎市场运行相对平稳，但终端需求表现亦有放缓，市场交投压力渐增，买盘对于后市价格运行缺乏信心，原料采购策略倾向于刚需，市场价格预期偏弱运行。短期来看，顺丁橡胶市场弱势难改，价格仍存走低预期。
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