【石化化工交运】MXD6：轻量化及阻隔包装材料需求高增，市场空间广阔——行业日报第62期（20250513）（赵乃迪/胡星月）

Core Viewpoint - The MXD6 market is expected to grow significantly, driven by demand in emerging industries such as low-altitude economy and robotics, with a projected market size increase from $410 million in 2024 to $760 million by 2033, corresponding to a CAGR of approximately 7.1% [4] Group 1: MXD6 Applications and Characteristics - MXD6 is a high-performance engineering plastic known for its high strength, rigidity, heat resistance, wear resistance, aging resistance, chemical resistance, flame retardancy, and high barrier properties, primarily used in lightweight automotive and drone applications, as well as barrier packaging materials [3] - In packaging applications, MXD6 effectively prevents oxygen permeation and carbon dioxide escape, making it suitable for products with high gas barrier requirements [3] - MXD6 can be co-extruded or co-injected with materials like PET, PE, and PP to create multilayer films, sheets, and bottles, and can be compounded with glass fibers, carbon fibers, and mineral fillers to produce enhanced materials [3] Group 2: Market Size and Growth Projections - The global MXD6 market size is projected to grow from $410 million in 2024 to $760 million by 2033, with a CAGR of about 7.1% [4] - In the automotive sector, the market size for MXD6 is expected to increase from $13.2 million in 2023 to $22.5 million by 2033 [4] - The global production of MXD6 is estimated to be around 30,000 to 40,000 tons in 2024 [4] Group 3: Key Suppliers and Domestic Developments - Major global suppliers of MXD6 include Mitsubishi Gas Chemical from Japan, with a production capacity of 19,000 tons per year, and Solvay from Belgium, with a capacity of 8,000 tons per year [4] - Domestic companies are making significant advancements, with Sinochem International developing high-performance engineering plastics and achieving stable quality in MXD6 production [4] - Qicai Chemical announced the trial production of a 5,000 tons per year MXD6 project in September 2024, and has successfully launched a 10,000 tons per year aniline project, with further plans for additional production lines [4]