SunSirs: Plastics and Rubber Industries Bulk Commodity Intelligence (July 28, 2026)

Macroeconomics

1. [Electricity] National Energy Administration: In June 2026, the national volume of electricity traded in the market reached 627.5 billion kWh, a year-on-year increase of 20.8%. From January to June 2026, the cumulative national volume of electricity traded in the market totaled 3,684.8 billion kWh, up 24.2% year-on-year.

2. [US Durable Goods Orders] US durable goods orders rose 0.3% month-on-month in June; the expected figure was 2.5%, and the previous figure was revised from -4.50% to -4%.

Plastics and Rubber

1. [Natural Rubber] On July 27, the natural rubber market in Qingdao was weak, and merchants' offers were slightly adjusted. The mainstream prices of Yunbao/Guangken/Haibao in 2024 were 16,700-16,850 RMB/ton; the mainstream prices of Yunbao/Guangken/Haibao in 2025 were 16,850-17,000 RMB/ton; the mainstream prices of 3L in Vietnam were 17,750-17,900 RMB/ton.

2. [Natural Rubber] On July 27, the natural rubber raw material market in Thailand's production areas declined steadily: tobacco flakes reported 89.50 baht/kg, down 0.25 baht/kg; glue reported 75.50 baht/kg, stable; cup glue reported 70.20 baht/kg, stable.