材料汇·2025-12-15 15:26Core Viewpoint - Specialty nylon, as a high-performance polyamide material system beyond general nylon (PA6, PA66), is a key direction for the new materials industry towards high-end, functional, and green development. It overcomes the limitations of conventional nylon in heat resistance, water absorption, and transparency through molecular structure design and synthesis process innovation, leading to various subcategories widely used in advanced manufacturing fields such as automotive electrification, electronics, new energy equipment, and aerospace [1][2]. Group 1: Overview of Specialty Nylon - Specialty nylon refers to polyamide materials excluding general nylons (PA6 and PA66), including long-chain polyamides, high-temperature polyamides, transparent polyamides, and bio-based polyamides (PA56), with long-chain nylon and high-temperature nylon dominating the market [5][6]. - The global specialty nylon market is currently dominated by international giants such as Arkema, Evonik, and DuPont, with significant technological barriers in key monomers, polymerization processes, and high-end grades [1][10]. Group 2: Market Supply and Demand - The global production capacity of specialty nylon is approximately 600,000 tons per year, with major producers including Arkema, DuPont, DSM, and others. DSM uniquely masters the industrialization of hexamethylenediamine, producing PA4T, while other companies primarily focus on PA6T products [10][11]. - In China, domestic production of long-chain polyamides has gained a significant market share, with several companies planning to expand production capacity, expected to reach 150,000 tons in the next five years [14][13]. Group 3: Long-Chain Polyamides - Long-chain nylon typically refers to nylon materials with more than ten methylene groups in the molecular chain, offering high toughness and low water absorption, with applications in automotive, electronics, and military sectors [16][20]. - The global production capacity of long-chain polyamides is around 270,000 tons per year, with a projected market sales revenue of $2.846 billion in 2024, expected to reach $3.64 billion by 2031, reflecting a CAGR of 3.6% [21][23]. Group 4: High-Temperature Polyamides - High-temperature polyamides can operate at temperatures up to 150°C, with a global production capacity of approximately 335,000 tons per year. They are widely used in electronics, automotive, and mechanical manufacturing [26][32]. - The production of high-temperature nylon involves complex synthesis processes, with the two-step method of high-temperature high-pressure solution polymerization followed by solid-phase post-polymerization being the mainstream industrial process [28][31].