需求低迷拖累欧洲尼龙市场

Group 1 - The core viewpoint indicates that the European nylon market is facing challenges due to oversupply and weak demand from the automotive and construction sectors, with no expected improvement until 2026 [1][2] - Nylon 6 spot prices in Europe have been declining, with a recent price of 1400 euros/ton, down 20 euros/ton from the previous week, and a significant drop from the peak of 1900 euros/ton in April [1] - Nylon 66 prices have stabilized at 2200 euros/ton, remaining unchanged since September 16, but down from a peak of 2450 euros/ton earlier in the year [2] Group 2 - The upstream market for caprolactam has remained stable at 1600 euros/ton, following a decline from 1800 euros/ton since August 28, attributed to weak purchasing and limited imports from Asia [2] - The supply of nylon is expected to remain oversupplied until the first quarter of 2026, with the EU imposing anti-dumping duties on Chinese adipic acid, potentially leading European buyers to shift to local suppliers by the second quarter of next year [2] - The price of adipic acid has also been declining, with a recent price of 1230 euros/ton, down 20 euros from the previous week and 70 euros lower than the high of 1400 euros/ton in January [2]