中国己内酰胺产业链知识图谱、进出口贸易及发展趋势洞察报告

Core Viewpoint - The domestic caprolactam (CPL) industry in China is experiencing significant growth in both production capacity and consumption, with a projected capacity of approximately 6.94 million tons and a production of 6.543 million tons in 2024, reflecting a consumption growth rate of around 27% [1]. Industry Overview - Caprolactam is a crucial organic chemical raw material in the nylon industry, characterized by its excellent thermal stability, processability, mechanical properties, and chemical resistance [3]. - The industry is supported by government policies aimed at enhancing domestic production capabilities and promoting innovation within the sector [5][7]. Production and Consumption - In 2024, the overall operating rate of caprolactam enterprises is expected to remain high, indicating robust demand and supply dynamics [1]. - The apparent consumption of caprolactam is projected to reach 6.49 million tons in 2024, with a strong growth trajectory in both supply and demand [1]. Price Trends - The price of caprolactam is anticipated to experience fluctuations, with a general trend of decline throughout 2024. Price rebounds are primarily supported by favorable cost factors, while downward pressures stem from the release of new production capacities [1]. Policy Environment - Recent government initiatives, such as the "Implementation Plan for the Innovative Development of the Fine Chemical Industry (2024-2027)," aim to enhance the supply chain capabilities and promote green and intelligent technologies within the caprolactam sector [5][7]. - The introduction of restrictions on production capacities below 100,000 tons per year is expected to raise entry barriers for new companies, thereby consolidating the market [12]. Industry Development History - The caprolactam industry has evolved through several stages, from initial development in the 1950s to rapid capacity expansion in the 2010s, culminating in recent environmental upgrades and industry consolidation [8]. Competitive Landscape - The production of caprolactam involves significant technical and financial barriers, with established players like Sinopec and Hengshen Group holding advanced technologies and large-scale production capabilities [10][11]. - New entrants face challenges in meeting stringent quality requirements and securing sufficient funding for production facility development [11].