Rubber market analysis: fever Fund tide of the times end up

After entering this week, the Japanese Fund for the use of rubber futures contracts listed on in January, once again pulled out the false trading trends, so as to further cover for their true purpose of the ship. The main producer of raw materials prices have continued to Thailand a week after the crash, Thailand speaker of the Ministry of Agriculture, farmers curb panic sell-off, and at this time is Hujiao domestic futures market, long burn, there have been a significant rebound.

Hu Jiao Monday, the glue on both the trading board, it is precisely in this day of strong trading copper cover of the rubber market in the long self-help. And copper, rubber is also a mythical commodity bull market, with the fanaticism of the fund at low tide, the entire rubber market speculation of the times is gradually deteriorating as the global capital and end the status quo.

Just a short span of 10 months ago, the rubber from 17,000 yuan / ton launched an incredible price rise, on January 20, 2006 main contract RU603 historic breakthrough of the 20,000 yuan / ton mark for the whole number, then on a Fat out of control. Thailand's continued non-stop rain will fund up again and again raise the enthusiasm of the Japanese rubber futures historic leap to 200 yen / kg, and in China before and after the Lunar New Year to the 250 yen / kg mark into the whole. Hu Jiao and futures benefited from the Zhejiang region favored by private equity funds, once soared to 25,000 yuan / ton. This round of speculation, can be seen in the history of the rubber bull earned a dripping. A benefit to enlarge the subject matter, they have caused the sensation, as if an atomic bomb-like energy.

Over the past 10 years, a price range (-18000 yuan 6,000 yuan / ton) was broken, the rubber really so expensive it? If the real value of goods, supply growth from the perspective of agricultural products belonging to the rubber, even though its growth cycle for a longer time, but from the whole year, the seasonal supply and demand determine the price positioning of the relationship, with rubber up At the same time also have the characteristics of the market. Compared with the supply of relatively rigid, as well as non-renewable industrial property, which features even in the bull market should also be more flexible price positioning.

It is clear that Jiaojia in short supply at a time when fired into the sky, and can also supply the peak price was down to the floor. Rubber rose to 6,000 yuan from 30,000 yuan, rise to 5 times the current round of commodity bull market second only to increase copper products. Over the past 30 years and its location in the same price range of cotton, has been far behind. Even if the Chinese New Year is also expensive than the rubber of the aluminum, if only 18,000 yuan in the vicinity of the rubber look into the distance hanging in the sky, strange enough.

However, the market is feeling the shock of the market after May 1. Perhaps even God do not know why there have been Hujiao -30000 yuan from 20,000 yuan / ton of soaring prices, which increase the 10,000-point what caused? Rainfall Thailand, Indonesia weather problems, which are subject speculation. In fact it? During the 51 days of the plastic strength, as well as domestic Hujiao on May 1 after the pull mad, can not be avoided with strong copper prices. Copper fly a day, the fervent speculation of a capital return to the carbine killed up with a flexible rubber, from 20,000 yuan to 30,000 yuan, 10,000 points spent less than a month, the copper infected with mad city of plastic, Rubber prices was speculative forces to a day. Futures markets have 30,000 yuan / ton Jiaojia, but in reality, we have seen is a lot of spot trade in the frenzied buying bid in May. In a Chinese market in less than 1 supplier sigh of Thailand in the first five months, he sold a total of China reached a record cargo of 12,000 tons. Rubber imports a large number of high price, shipping most of its seasonal decline in the trend of 7, 8 or even the month of September. 2004 soybean market price of imported soybean procurement tragedy will once again be staged in the Chinese tire industry. This is expected to lead to Jiaojia 8, 9 in the following month to drop.