According to data from the China Association of Automobile Manufacturers, China's automobile exports from January to November 2025 were 6.343 million units, a year-on-year increase of 18.7%. In November, automobile exports reached 728,000 units, a year-on-year increase of 48.5%, and the export volume exceeded 700,000 units for the first time in history..

China's automobile exports have shown strong growth, with a year-on-year increase of 18.7% from January to November 2025 and a year-on-year increase of 48.5% in November, surpassing 700,000 vehicles for the first time, indicating a significant increase in demand in the automobile manufacturing industry. Nitrile rubber is a key raw material for automotive components such as seals and hoses, and an increase in demand will directly push up spot prices, highlighting favorable factors. However, attention should be paid to the short-term pressure that supply chain fluctuations may bring, so it is rated as a strong positive rather than a significant positive.

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