SunSirs: Rubber and Plastics Industries Bulk Commodity Intelligence (August 28, 2025)

Macro

1. Promoting service exports: According to the Ministry of Commerce, a series of policy measures to promote service exports and several policy measures to expand service consumption will be launched in the near future.

2. Logistics: According to data from the China Federation of Logistics and Purchasing, from January to July, the total social logistics volume in China was 201.9 trillion RMB, a year-on-year increase of 5.2%. From a structural perspective, the total logistics volume of industrial products increased by 5.7% year-on-year, and the growth area continued to expand. 35 industries have achieved year-on-year growth in logistics demand, with a growth rate exceeding 85%. Among them, the demand for high-end manufacturing logistics is growing rapidly.

3. Federal Reserve: New York Fed President Williams said it is appropriate to lower interest rates at the appropriate time. We still maintain a moderately restrictive stance in policy, and if the neutral interest rate is 1% or slightly lower, we are now in a restricted area. He also expressed considerable optimism about the economic situation.

4. South Korean interest rate: The Bank of Korea has kept the benchmark interest rate unchanged at 2.50%, which is in line with market expectations.

Rubber and plastics

1. PP: On August 27th, the PP four production units of Dushanzi Petrochemical had a total production capacity of 690,000 tons per year. Currently, the load is normal, and the reference price for fiber material S2040 has been lowered by 50 RMB to 7,350 RMB/ton.

2. EPS: On August 27th, Wuxi Xingda EPS ordinary material cash including tax factory report was 9,250 RMB/ton, and fuel cash including tax factory report was 9,450 RMB/ton, with a price reduction of 50 RMB/ton compared to the previous day. Xingda New Materials has an annual output of 380,000 tons of EPS.

3. Natural rubber: According to the latest data, Vietnam exported a total of 349,000 tons of natural rubber in the first seven months of 2025, a year-on-year decrease of 11% from 391,000 tons last year.

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