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作者：龙辛通密
来源：卫健委回复定位有误救护车开错路
发布时间：2026-05-23

成都多地：不必事事打“12345”

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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。后期重点关注国内外橡胶主产区天气对于产出的影响。　　风险提示：橡胶主产区天气，下游需求预期转差。　　投资咨询业务资格： 证监许可【2011】1289号　　免责声明：　　本报告基于本公司认为可靠的、已公开的信息编制，但

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