SunSirs: Rubber and Plastics Industries Bulk Commodity Intelligence (September 12, 2025)

Macroeconomics

1. [Automobiles] Data from the China Association of Automobile Manufacturers (CAAM) shows that from January to August this year, my country's automobile production and sales reached 21.051 million and 21.128 million units, respectively, representing year-on-year increases of 12.7% and 12.6%, respectively. Of these, new energy vehicle production and sales reached 9.625 million and 9.62 million units, respectively, representing year-on-year increases of 37.3% and 36.7%, respectively. New energy vehicle sales accounted for 45.5% of total new vehicle sales.

2. [US CPI] The US Bureau of Labor Statistics released the latest data, showing that the US CPI increased by 2.9% year-on-year in August, compared to 2.7% in the previous month, and by 0.4% month-on-month, compared to 0.2% in the previous month. The core CPI increased by 3.1% year-on-year, compared to 3.1% in the previous month.

3. [ECB Interest Rates] The ECB decided to maintain the eurozone's three key interest rates unchanged: the deposit rate at 2%, the main refinancing rate at 2.15%, and the marginal lending rate at 2.4%.

4. [Turkey Interest Rate Cut] On September 11th, local time, the Central Bank of Turkey announced that its Monetary Policy Committee decided to lower the benchmark interest rate by 250 basis points from 43% to 40.5%.

Rubber and Plastics

1. [EVA] On September 11th, the EVA market in Shanghai saw a slight upward trend. The current mainstream market price for BASF-Yangba V5110J is 11,200-11,350 RMB/ton, and the mainstream market price for Formosa Plastics 7470M is 11,050-11,200 RMB/ton.

2. [SBR] On September 11th, the styrene-butadiene rubber market in Northwest China saw a slight decline. Currently, downstream inquiries are strong, and market activity is subdued. The mainstream price for Jilin Petrochemical 1502 is 12,250 RMB/ton.

3. [BR] On September 11th, the market price for butadiene rubber in Southwest China weakened slightly, with merchants lowering their quotations by 100 RMB/ton. The mainstream price for butadiene rubber in Sichuan, Dushanzi, and other regions is 12,000-12,000 RMB/ton.

4. [Natural Rubber] According to the latest report from the General Administration of Rubber of Cambodia, Cambodia's latex exports fell 12% year-on-year to 183,910 tons in the first eight months of 2025, compared with 209,733 tons in the same period last year.

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