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雷军回应小米2025年净利润391.7亿

华泰期货：昨日20号胶大涨，不建议追高_蜘蛛资讯网

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供应将逐步增加，但因处开割初期，供应压力不大。尤其前期国内还有干旱扰动造成的部分区域休割。但近期随着国内降雨的增加，前期因干旱天气对供应的影响担忧有所缓解，同时，合成橡胶的向下调整也削弱了天然橡胶对于合成橡胶轮胎替换的需求回升逻辑。当前国内轮胎需求仍有韧性，叠加4月份国内到港量的环比下降，有利于国内深色胶的去化，总体对20号胶支撑更为明显。但供应的逐步回升对胶价上方仍有压制，不建议追高。后期重点关

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