【DT新材料】 获悉，1月7日， 英威达（INVISTA） 宣布了一系列旨在强化全球运营布局、提升业务长期竞争力的战略举措。这些举措包括 关闭位于美国弗吉尼 亚州马丁斯维尔的精密机械加工厂；停止位于英国格洛斯特工厂的生产；将相关业务转移至位于加拿大金斯顿的工厂，该工厂将继续为北美和欧洲的客户提供服 务；同时继续探索在部分优势基地（包括位于中国上海工厂）扩大产能的各种投资机会 。 大 会 背 景 全球尼龙市场规模即将突破470亿美元的当下，尼龙这一革命性材料历经近百年迭代演进， 新能源汽车、电子电气、低空经济、具身机器人、智能终 端、医疗器材 等应用边界不断突破， 高性能、功能性和可持续的尼龙聚合物和改性新品 层出不穷，产业生命力历久弥新。与此同时，能源体系重构、 贸易环境调整、节能减碳目标正共同推动尼龙产业进入结构调整的关键期，产业既面临着 技术迭代、成本优化、市场开拓的多重挑战，更迎来了国产 替代、应用升级、全球化布局的战略机遇 。 作为这些战略举措的一部分，英威达正集中投资于关键设施和能力建设，以支持增长、提升竞争力并增强运营韧性。这些举措体现了公司致力于成为服务全球客 户的稳定可靠企业的承诺。 未来数周 ...

Core Viewpoint - The rise of emerging industries in China is expected to lead the polymer industry into the next decade, with significant opportunities in new materials related to electric vehicles, aerospace, drones, robotics, 5G/6G communication, and artificial intelligence [2]. Group 1: Company Adjustments - Ube Industries is restructuring its operations, including early layoffs and exits from Japan and Thailand due to declining profitability and high greenhouse gas emissions. The company plans to stop production of ammonia and related products by March 2028, with earlier closures in Thailand by March 2027 [4][5]. - ExxonMobil is considering selling its European chemical plants in the UK and Belgium, with a potential transaction value of $1 billion, due to pressures from U.S. tariff policies and increased competition from low-cost imports in Asia [6][7]. - SK Group is accelerating its restructuring efforts to raise new funds, planning to sell its overseas businesses, including those acquired from Dow and Arkema, due to oversupply and increased competition [9][10]. - Dow Chemical is selling stakes in its infrastructure joint ventures, including a $540 million stake to Macquarie Asset Management, to generate cash flow and reduce operational burdens [11][12]. Group 2: Financial Performance - Ube Industries reported a 12.9% decline in sales to 100.5 billion yen (approximately $682 million) in Q1 2025, with an operating loss of 4 billion yen [5]. - ExxonMobil's revenue for the first half of 2025 was $164.64 billion, down 6.5% year-on-year, with net profit decreasing by 15% [7]. - Dow Chemical's net sales for Q2 2025 were $10.1 billion, a 7% decline year-on-year, with a GAAP net loss of $800 million [12].