Qilu Petrochemical's 80,000-ton/year high-cis polybutadiene rubber plant plans to produce approximately 6,500 tons of high-cis polybutadiene rubber in January 2026. PriceSeek analysis of polybutadiene rubber, bullish/bearish rating: -1. Qilu Petrochemical plans to increase high-cis polybutadiene rubber production by 6,500 tons in January 2026. The expectation of increased supply is likely to exert downward pressure on spot prices and may limit upward price momentum. Combined with butadiene rubber futures data (e.g., the closing price of the 2605 contract at 12,085 yuan, down 225 yuan), the additional supply could reinforce the downward trend in futures prices. Changes in open interest indicate a strengthening bearish sentiment in the market, leading to a generally bearish rating.
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