According to the Commodity Market Analysis System of SunSirs, the domestic natural rubber spot market saw a significant upward trend in July. As of July 30th, the spot rubber market in China was around 15,070 RMB/ton, an increase of 7.67% from 13,996 RMB/ton at the beginning of the month.

At the beginning of the month, downstream demand was weak, and there was sufficient supply of natural rubber raw materials both domestically and internationally, resulting in a narrow consolidation of the natural rubber market. Starting from mid month, on the one hand, domestic production areas have entered a period of reduced production and cutting, and on the other hand, the geopolitical conflict between Thailand and Cambodia has intensified, jointly driving up the price of natural rubber significantly; At the end of the month, the conflict between Thailand and Cambodia cooled down, and the natural rubber raw material market slightly fell. As of July 30th, the mainstream price for 24 years of Guangken, Baodao, and Haibao latex in Qingdao area is 14,900-15,300 RMB/ton.

The price of natural rubber raw materials fell sharply in July. As of July 30th, the price of Thai glue was 55.00 baht/kg, a decrease of 1.79% compared to 56.00 baht/kg at the end of June. Currently, domestic production areas are entering a period of reduced production and cutting, while overseas main production areas are still in the peak season for rubber production. Coupled with the cooling of geopolitical conflicts in Southeast Asia, expectations for the price of natural rubber raw materials are expected to decrease in the short term.

The natural rubber inventory continued to increase slightly in July, which had a bearish impact on the natural rubber market. As of July 27, 2025, the total inventory of Tianjiao bonded and general trade in Qingdao area was 640,400 tons, an increase of 1.31% from 632,100 tons at the end of June.

Downstream tire production slightly increased in July, with domestic tire companies' semi steel tire production slightly rising from 70% at the beginning of the month to around 75% at the end of the month; The construction of all steel tires by tire companies in Shandong has increased from 62% to around 65% by the end of the month. Mainly for natural rubber rigid support..

When domestic and international raw material prices stabilize at high levels and are expected to decline, downstream tires will support the demand for natural rubber, and Tianjin Rubber Port inventory will remain high; Overall, it is expected that the natural rubber market will fluctuate at a high level in the later stage.

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