全球汽车产销量数据强劲,橡胶期货价格震荡上行
TheRU2405monthcontractopenedthisweekat13,800points,withamaximumof13,950pointsandaminimumof13,635points.Itclosedat13,875points,上升105点,withatradingvolumeof1,025,916handsandanopeninterestof160,139hands.
TheNR2403-monthcontractopenedthisweekat11,110points,withamaximumof11,385pointsandaminimumof11,070points.Itclosedat11,355points,上升285点,withatradingvolumeof257,150handsandanopeninterestof52,701hands.
本周新闻:
1.Customs:China’simportsofprimary-shapedplasticsin2023willdecreaseby3.2%year-on-year
DatareleasedbytheGeneralAdministrationofCustomsofChinaonJanuary12showedthatChina’simportsofprimary-shapedplasticsinDecemberwere2.609milliontons;in2023,Chinaimportedatotalof29.604milliontonsofprimary-shapedplastics,从3057.5万吨增加到20223.2%。
2.Non-ANRPCmemberspushupnaturalrubbersupplyforecasts
据外电1月9日报道,theAssociationofNaturalRubberProducingCountries(ANRPC)raisedits2023naturalrubber(NR)productionforecastinitslatestmonthlyreport,mainlyduetostrongcontributionsfromnon-memberCôted‘Ivoire.
在11月的月度报告中,theassociationpredictedthatnaturalrubberproductionin2023isexpectedtoincreaseby3.5%year-on-yearto15.145milliontons,1.5%higherthanthepreviousforecast.
ANRPCsaidoutputgrowthwasmainlydueto“better-than-expected”outputinemergingnon-ANRPCmembers,尤其是西非的科特迪瓦。
同时,该协会注意到,包括中国和马来西亚在内的一些国家,hadloweredtheirproductionforecastsdueto“unfavorableweatherconditions,减少了收成、落叶病等因素。
TheKualaLumpur-basedindustrybodynotedthatunderthisrevisedoutlook,ANRPCmembers‘shareofglobalproductionhasfallento82.5%from84.1%.
2023年,根据一家RPC的月度报告,thecontributionofnon-ANRPCmembersisexpectedtoincreaseby13.8%year-on-yearto2.653milliontons.Côted‘Ivoireisexpectedtocontribute“morethanhalf”,。
3.China’sautomobileproductionandsalesexceeded30millionunitsforthefirsttime,设置创历史新高
DatareleasedbytheChinaAssociationofAutomobileManufacturerstoday(11th)showsthatin2023,China’sautomobileproductionandsaleswillbothexceed30millionunitsforthefirsttime,settingarecordhigh.Amongthem,4.91millionunitswillbeexported,anditisexpectedtobecometheworld’snumberoneautomobileexporter.
2023年,China‘sautomobileproductionandsaleswillreach30.161millionunitsand30.094millionunitsrespectively,ayear-on-yearincreaseof11.6%and12%respectively,出口491万辆,同比增长58%。2022年,Chinawillbecometheworld’ssecondlargestautomobileexporter.
4.RetailsalesofChina’spassengercarmarketwillincreaseby5.6%year-on-yearin2023
ThelatestdatareleasedbythePassengerCarAssociationshowsthatinDecember2023,thepassengercarmarketretailed2.353millionunits,同比增长8.5%,andamonth-on-monthincreaseof13.1%.Thecumulativeretailsalesforthewholeyearwere21.699millionunits,ayear-on-yearincreaseof5.6%.Thereasonwhytheretailsalesofthepassengercarmarketstrengthenedsignificantlymonth-on-monthinDecemberwasmainlyduetothejointpromotionofcarcompanies‘year-endsprintandlocalconsumption-promotingmeasures.
FromtheperspectiveofthePassengerCarAssociation,2023willbeamiracleyearforChineseautomobiles.Carsaleswillexceed30millionunits,andpassengercarwholesaleandexportswillhitnewhighs,makingeveryonere-recognizethepotentialandmarketdevelopmentspaceofChina‘sautomobileindustry.“Withthecontinuedcontributionofelectrificationtransformationandexportgrowth,webelievethatitwillbeatrendforChina’sautomobileproductionandsalestoexceed40millionunitsinthefuture.”