The production areas at home and abroad were disturbed by typhoons, and the price of rubber rose sharply

On the supply side, under the disturbance of typhoons in the main producing areas, it is not conducive to the amount of new rubber. According to the forecast of the National Weather Service of the United States, the rainfall in Vietnam, southern Thailand, southwestern Cambodia and other regions in the next week will still be too heavy, which will affect the development of rubber tapping work. It is expected that short-term raw material prices will continue to operate at a high level, providing strong support for the upward trend of rubber prices. On the demand side, the downstream is preparing for the holiday, and the start of construction will increase month-on-month to maintain a high level, which is favorable for blessing. In terms of inventory, the poor overseas transportation affects the rhythm of overseas arrivals in Hong Kong, and the short-term maintenance of dewarehousing is expected to be strong. If the weather improves in the future, the amount of raw materials will increase rapidly during the peak production period, and the risk of falling raw material prices will be greater. If you hold more than 01 orders, you can consider buying 16,000 put options to hedge to avoid the risk of falling raw material prices.