进口量符合预期，日韩贡献主要增量

Report Summary 1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints - In July 2025, China's pure benzene imports reached 508,000 tons, in line with expectations. The month - on - month increase was due to statistical time - caliber differences and delayed arrivals, and the year - on - year increase was because the US no longer diverted South Korean pure benzene [2]. - South Korea and Japan were the main sources of the increase in imports in July 2025, with South Korea's imports contributing significantly to the overall increase [2][3]. 3. Summary by Related Catalogs Total Quantity - In July 2025, China's domestic pure benzene imports were 508,000 tons, up 153,000 tons (43.3%) month - on - month and 158,000 tons (45.3%) year - on - year [2]. Import Sources - In July 2025, imports from South Korea were 264,000 tons, a month - on - month increase of 123,000 tons, the main source of the increase in total imports [3]. - Imports from Southeast Asia (including India) were 167,000 tons in July, a month - on - month increase of 19,000 tons. Imports from Indonesia and Malaysia increased due to the restart of some pure benzene plants, while imports from India decreased because its pure benzene was diverted to Singapore and the Middle East. Imports from Brunei decreased [3]. - Imports from Japan were 38,000 tons in July, a month - on - month increase of 23,000 tons, due to the restart of some pure benzene plants and increased export volume [3]. - Imports from Europe were 17,000 tons in July, a month - on - month decrease of 29,000 tons [3]. - Imports from the Middle East were 22,000 tons in July, a month - on - month increase of 22,000 tons [3].