1.1 尼龙66的定义与微观视界 聚酰胺66（Polyamide 66，简称PA66），俗称尼龙66，是一种由己二酸（Adipic acid）和己二胺（Hexamethylene diamine）通过缩聚反应生成的半结晶型热塑性树脂。 从分子结构上看， PA66之所以被称为" 工程塑料之王" ，源于其对称的分子链结构。每一个重复单元中含有6个碳原子，这 种高度对称性赋予了它极高的结晶度。分子链间形成的致密 氢键网络 ，就像是一把把微观层面的"锁"，锁住了材料的物理 性能，使其在高温、摩擦和受力环境下依然能保持极佳的形状稳定性。 1.2 跨越世纪的华章：PA66的发展历程 点击 最 下方 关注《材料汇》 ， 点击"❤"和" "并分享 添加 小编微信 ，寻 志同道合 的你 正文 导语： 作为工程塑料中的"贵族"，尼龙66（PA66）曾因核心原料己二腈被国外长期垄断而"高不可攀"。然而，随着 国产技术的突 破和百万吨级产能 的规划，这道坚固的护城河正在消融。2024年，尼龙66行业走到了一个关键的转折点。 第一部分：行业概要——工程塑料的"皇冠明珠" 尼龙66的历史不仅是化工史的缩影，更是人类合成材料科技进步的里程 ...

Group 1 - The domestic production of adiponitrile is accelerating, and the demand for civilian silk is expected to be released, indicating a broad growth space for nylon 66 (PA66) [1] - Currently, the application ratio of nylon 66 in civilian silk is low (13%), but successful breakthroughs in civilian silk technology could partially replace the nylon 6 market, which had a consumption of 4.35 million tons in 2023 [1] - China's reliance on imports of adiponitrile from the US has been high, with US companies holding a significant share of global production capacity, leading to potential price fluctuations due to trade tensions [1][2] Group 2 - Invista's adiponitrile production capacity in Shanghai is primarily for internal supply, limiting external sales, while the domestic project by China Chemical has successfully overcome technical barriers [2] - The production cost of adiponitrile is approximately 11,600 yuan per ton, with key raw materials including butadiene, natural gas, and liquid ammonia [2] - The project by China Chemical is expected to benefit from the acceleration of domestic adiponitrile replacement and increased demand for civilian silk [2] Group 3 - The profitability of the adiponitrile project is projected to be strong, with break-even prices estimated at 17,700 yuan per ton at 150% capacity utilization and 19,000 yuan per ton at 100% utilization [3] - The average price of domestic adiponitrile since May has been around 22,200 yuan per ton, close to the break-even line at 50% capacity utilization [3] - The projected net profits for the company from 2025 to 2027 are expected to grow by 12.7%, 13.4%, and 11.2% respectively, with current price-to-earnings ratios of 7.5, 6.6, and 6.0 times [3] Group 4 - The company is recommended for continued focus due to significant earnings elasticity from industrial projects, accelerated execution of overseas contracts, and strong cash flow [4]