石化化工交运行业日报第62期：MXD6：轻量化及阻隔包装材料需求高增，市场空间广阔

Investment Rating - The report maintains an "Overweight" rating for the industry, indicating a positive outlook for investment opportunities in the sector [5]. Core Insights - The MXD6 market is projected to grow significantly, with a forecasted increase from approximately $410 million in 2024 to $760 million by 2033, reflecting a compound annual growth rate (CAGR) of about 7.1% [2]. - MXD6 is recognized for its superior properties, making it suitable for lightweight applications in automotive and drone industries, as well as for high-performance barrier packaging materials [1][2]. - The demand for MXD6 is driven by emerging industries such as low-altitude economy and robotics, which require lightweight materials [2]. - Major global suppliers of MXD6 include Mitsubishi Gas Chemical and Solvay, while domestic companies are beginning to overcome technical barriers and ramp up production [3]. Summary by Sections Industry Overview - MXD6 is a high-performance engineering plastic characterized by high strength, rigidity, heat resistance, wear resistance, aging resistance, chemical resistance, flame retardancy, and high barrier properties [1]. - The material can effectively prevent oxygen permeation and carbon dioxide escape, making it ideal for products requiring high gas barrier properties [1]. Market Size and Growth - The global MXD6 market size is expected to reach approximately $410 million in 2024, with production estimated at 30,000 to 40,000 tons [2]. - The automotive sector's market size for MXD6 is projected to grow from $132 million in 2023 to $225 million by 2033 [2]. Supply Chain Dynamics - Mitsubishi Gas Chemical has an annual production capacity of 19,000 tons of MXD6, while Solvay has a capacity of 8,000 tons [3]. - Domestic manufacturers like Sinochem International and Qicai Chemical are making strides in MXD6 production, with Qicai Chemical's 5,000 tons/year project entering trial production in September 2024 [3].