2025年尼龙行业大事梳理（上）

Core Viewpoint - The year 2025 is pivotal for the global nylon industry, with China achieving explosive capacity growth through breakthroughs in adiponitrile technology, planning to build over 8 million tons of capacity with a total investment of 170 billion yuan, positioning itself as a core force in driving global industrial transformation [1] Group 1: Market Performance and Innovations - China's market performance is outstanding, with companies like China Pingmei Shenma Group achieving significant breakthroughs in adiponitrile production technology and successful industrialization [1] - The price of related products has dramatically decreased from 80,000 yuan per ton to 20,000 yuan per ton due to the full production of Tianchen Qixiang's 200,000 tons/year adiponitrile facility [1] - BASF has initiated the world's first commercial recycling polyamide 6 plant in Shanghai and invested 1 billion euros in a 500,000 tons/year PA66 integrated project in Zhanjiang [1] Group 2: Key Projects and Capacity Expansion - Multiple landmark projects in China's nylon industry are set to launch in 2025, including: - Longhua New Materials' 100,000 tons/year nylon 66 project, with phase one completed [2] - Shanghai Jieda's nylon integration project phase one completed with a total investment of 1.5 billion yuan [3] - China Pingmei Shenma Group's 100,000 tons/year AS installation launched, marking a historic shift in nylon 66 raw material production [4] - Tangshan Zhonghao's 40,000 tons/year nylon 66 facility completed, enhancing domestic capacity [5] - New capacity projects from various companies, including a 2,500 tons/year special nylon 66 filament line by Jihua 3542 Textile [6] and a 260,000 tons/year hexamethylenediamine facility by BASF in France [7] Group 3: Project Adjustments and Closures - Ube Industries announced the closure of its nylon and caprolactam production lines as part of a business restructuring [16] - Ascend Performance Materials is closing its hexamethylenediamine plant in Lianyungang, China, due to market dynamics and regulatory changes [17] - Ascend also announced the closure of its Greenwood, USA facility and initiated bankruptcy restructuring due to reduced raw material cost advantages [18] - Other companies, including Invista and Ube Industries, are also adjusting their production capacities in response to market conditions [21][20]