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平煤神马集团己二腈国产化颠覆性技术实现量产 扩大上游原料产能利好神马股份
Zheng Quan Shi Bao Wang· 2025-08-19 09:24
Group 1 - The core project of the China Pingmei Shenma Group's nylon technology company is the successful launch of a 100,000 tons/year Aisian project, which is part of a total investment of nearly 1 billion yuan for the first and second phases [2] - The Aisian project aims to achieve a production capacity of 300,000 tons/year of adiponitrile, addressing the critical upstream raw material bottleneck for nylon 66 in China [2][3] - The nylon technology company is a key enterprise in the development of the nylon new materials industrial zone, focusing on the production of upstream raw materials such as adipic acid and caprolactam [3] Group 2 - The listed company, Shennong Co., holds a 4.36% stake in the nylon technology company and is a major customer for its products, which will help meet the growing demand for nylon 66 [4] - The successful launch of the Aisian project extends the industrial chain and enables parallel development of nylon 6 and nylon 66, effectively mitigating market risks [4] - The nylon technology company's production of adiponitrile replacement materials is a significant domestic innovation that enhances the competitiveness and market influence of the nylon industry [5]