东京——受美伊战争影响，日本自中国进口的塑料及化学材料激增，这引发了日本供应商的警惕。
TOKYO -- Soaring Japanese imports of Chinese plastic and chemical materials caused by the U.S.-Iran war have sparked alarm among Japanese suppliers.
日本财务省的数据显示，在3月至7月期间，中国产塑料材料的进口量按年计算跃升了52%。中国在日本此类进口商品中所占的份额从去年同期的11.8%扩大至16.1%。
Imports of Chinese-made plastic materials jumped 52% on the year by volume in the March-July period, Japanese Finance Ministry statistics show. China expanded its share of these Japanese imports to 16.1%, up from 11.8% in the year-ago period.
随着北京方面寻求进一步提高塑料及其他化学品的产量，一些人担心中国产品可能会在日本市场根深蒂固，从而对本土企业构成威胁。
As Beijing looks to further boost production of plastics and other chemicals, some worry that Chinese products could become entrenched in the Japanese market, threatening domestic players.
日本石油化学工业协会会长筑本学9月17日在记者会上表示：“随着（中国）国内市场形势严峻，无法盈利的中国化学品制造商正越来越多地向包括日本在内的东亚地区出口极低价格的产品。”
"With [China's] domestic market looking tough, Chinese chemical manufacturers that are unable to make a profit are increasingly exporting extremely low priced products to East Asia, including Japan," Manabu Chikumoto, chairman of the Japan Petrochemical Industry Association, told reporters Sept. 17.
中国在薄膜和管材等加工化学品领域也在取得进展。日本自中国进口的加工化学品增长了23%，在十大进口国中增速最高。中国在加工商品进口中所占的份额从2025年同期的47.6%升至51.5%。
China also is gaining ground in processed chemical goods such as film and pipes. Japanese imports from China increased 23%, the highest growth rate among the top 10 countries. China's share of processed goods imports rose to 51.5%, up from 47.6% during the same period in 2025.
对于乙烯、丙烯、丁二烯、苯、甲苯和二甲苯这六大基础化学品，3月至7月期间自中国的进口总量达到5.4万公吨，同比暴增逾十二倍。
For the six major basic chemical products -- ethylene, propylene, butadiene, benzene, toluene and xylene -- imports from China totaled 54,000 metric tons between March and July, a more than twelvefold increase on the year.
用作油漆溶剂的甲苯进口量增长了八倍以上。对于用于轮胎橡胶的丁二烯，日本自2021年以来本无自中国进口该产品的记录，但相关货运在3月至7月期间得以恢复。
Imports of toluene, used as paint solvent, rose more than eightfold. For butadiene, used in tire rubber, Japan had no record of importing the product from China since 2021, but shipments resumed in the March-July period.
美伊战争引发了日本对石化原料石脑油供应紧张导致国内化学品短缺的日益担忧。中东货源曾满足了日本80%以上的石脑油需求，但霍尔木兹海峡的实际关闭使采购变得复杂。
The U.S.-Iran war has prompted growing concerns in Japan about a shortage of domestically produced chemicals due to supply strains on petrochemical feedstock naphtha. Middle Eastern sources had covered over 80% of Japan's naphtha demand, but the de facto closure of the Strait of Hormuz complicated procurement.
石脑油供应受限的问题已通过使用中东以外的替代路线得到解决，但价格依然不稳定。这促使中国对化工品的需求增加，因为中国受中东冲突的影响较小。
Naphtha supply constraints have been resolved by using alternative routes outside the Middle East, but prices remain unstable. This prompted greater demand for the chemicals from China, which was less affected by the Middle East conflict.
不确定的商业环境也让日本化工企业对提高工厂开工率持谨慎态度。日本石化工业协会的初步数据显示，8月乙烯装置的总体开工率为73.5%。尽管较6月的历史低点有所改善，但连续第49个月低于90%的盈亏平衡阈值。
The uncertain business environment also makes Japanese chemical companies hesitant to raise factory operating rates. The aggregate operating rate at ethylene facilities in August was 73.5%, preliminary figures from the Japan Petrochemical Industry Association show. Though an improvement from June's record low, the utilization rate remains below the 90% boom-or-bust threshold for the 49th straight month.
7月，从中国进口的基础化学品已恢复至中东冲突前的水平。但从中国及其他海外来源进口的塑料树脂和加工产品仍维持在较高水平。
In July, imports of basic chemicals from China returned to levels seen before the Mideast conflict. But imports of plastic resins and processed products from China and other overseas sources remain elevated.
负责塑料原材料进口和销售的东海日本塑料公司表示，自战争爆发以来，其从中国和东南亚的进口量已增加至原来的两倍或三倍。该公司称，即使考虑到市场状况和日元疲软，中国产品仍比国内同类产品便宜10%至20%。
Chubu Nihon Plastics, which handles the import and sale of plastic raw materials, has doubled or tripled imports from China and Southeast Asia since the war began. Even when pricing in market conditions and the weak yen, Chinese products are 10%-20% cheaper than domestic counterparts, the company said.
东海日本塑料公司的一位代表表示：“中国产品就是便宜。我们将继续采购进口商品。”近年来，由于中国经济低迷导致供应过剩，国际化工市场受到冲击。如今，中国似乎打算进一步扩大生产。据中国媒体报道，北京启动了一个价值超过6000亿元人民币（894亿美元）的项目，利用国内煤炭生产塑料和其他产品。
"Chinese products are simply cheap," a Chubu Nihon Plastics representative said. "We will continue to procure imported goods." The international chemical market has been rocked in recent years by an oversupply from China, where the economy is sluggish. Nowadays, China looks to boost production further. Beijing has launched a project -- worth over 600 billion yuan ($89.4 billion), Chinese media report -- to produce plastics and other items from domestically sourced coal.
一些人呼吁征收关税或采取其他措施，以阻止廉价中国产品的涌入。
Some have called for tariffs or other measures to halt the influx of inexpensive Chinese supplies.
“它们危及国内[日本]制造商的生存，”筑本表示。“我们打算要求日本政府加强其组织和制度层面的应对。”
"They jeopardize the survival of domestic [Japanese] manufacturers," Chikumoto said. "We intend to ask the Japanese government to strengthen its organizational and institutional response."