Daqing Petrochemical's 160,000-ton/year high-cis polybutadiene rubber (BR) unit plans to produce approximately 11,600 tons of high-cis BR in February 2026. PriceSeek analysis of polybutadiene rubber: Bullish-Bearish Score: 1. Daqing Petrochemical plans to produce around 11,600 tons of high-cis BR in February 2026, which is below its monthly average capacity of 13,333 tons (based on an annual output of 160,000 tons), indicating a reduction in supply. This is expected to support spot prices, as the supply contraction may drive higher procurement enthusiasm from the demand side. Combined with butadiene rubber futures data (e.g., the settlement price of the main contract 2605 is 13,620 yuan/ton, up 395 points), recent prices have shown an upward trend. The expectation of reduced supply will further intensify upward pressure on futures prices, benefiting market sentiment.
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