【机构观点：下游需求走弱，橡胶供应压力偏大】金十期货1月3日讯，早盘橡胶系期货领跌期市，国投期货观点：国际原油期货价格继续上涨，泰国原料市场价格涨跌互现。国外天然橡胶供应处于高产期，中国云南产区全面停割，海南产区逐渐进入停割期，本周国内丁二烯橡胶装置开工率继续上升。本周国内全钢胎开工率大幅回落，半钢胎开工率小幅回落。本周青岛地区天然橡胶总库存继续大幅回升至47.76万吨，中国顺丁橡胶社会库存持稳于1.32万吨，上游中国丁二烯港口库存回落至2.55万吨。综合来看，下游需求走弱，橡胶供应压力偏大，现货库存稳中有增，成本面暂时稳定，策略上RU&NR谨慎，BR观望，天然橡胶和合成橡胶跨品种套利继续持有。
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