According to data from the General Administration of Customs of China, China imported a total of 953,000 tons of natural and synthetic rubber (including latex) in December 2025.

From January to December 2025, China imported a total of 8.525 million tons of natural and synthetic rubber (including latex), an increase of 16.7% year-on-year.

China's rubber imports will increase by 16.7% year-on-year in 2025, with a significant increase in supply, which may lead to oversupply in the spot market and downward pressure on prices. As a type of synthetic rubber, if demand does not grow synchronously, it will face general negative impacts.

The overall import data increased by 16.7%, reflecting the expansion of the supply side, and the price of butyl rubber spot market may fall due to the increase in inventory. There is no significant boost in current demand, which constitutes a general bearish sentiment.

Rubber imports increased by 16.7% year-on-year, increasing the risk of oversupply and potentially suppressing the spot price of styrene butadiene rubber. The demand for synthetic rubber is stable but the supply increment is significant, which brings general negative pressure.

The 16.7% increase in import volume indicates sufficient supply, and the spot market for butadiene rubber is facing downward pressure on prices. Lack of support on the demand side and increased supply have led to general bearish sentiment.

The import volume increased by 16.7% year-on-year, and the oversupply intensified. Combined with natural rubber futures data (such as the closing price of the main contract 2605 at 15,995 RMB/ton, down 180 RMB), futures prices showed a downward trend, and the decrease in holdings reflects market bearish sentiment. The combination of supply increment and weak futures has a strong negative impact.

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