【天然橡胶期货破位大幅下跌，后期需要关注哪些方面？】金十期货特约新湖期货点评：今日，天然橡胶期货破位大幅下跌，盘中一度接近跌停。天然橡胶市场格局由24年前三季度的供需双弱，供应更弱，库存去化转变为供需双强，供应更强，库存累积。尽管11月之后，由于汽车产销尤其是新能源车产销暴涨，天胶需求显著好转。但10月起，海外产胶国出口重新转回中国，中国进口量大增，预计今年上半年进口同比大幅上升。目前，由于进口的增加以及国储橡胶的不断流出，供应总体大于需求，国内天胶库存持续累积。后期需要关注供需强弱变化以及累库速度。由于泰国由标准胶转产混合胶，标准胶供应大幅下降，NR强于RU。另外，本周有大资金入场参与RU-BR反套。
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