2025 年是全球尼龙行业格局重塑的关键年份，我国凭借己二腈技术突破实现产能爆发式增长，拟建产能超过 800 万吨，总投资达 1700 亿元，成为推 动全球产业变革的核心力量。 笔者从 项目投产/竣工、项目调整/延期、投资建厂/签约、产品创新 四个方面为您汇总2025全球尼龙行业重要事件，此为下篇，上篇详见： 2025年尼 龙行业大事梳理（上） 精力有限，如有纰漏，欢迎在评论区指出： 03 投资建厂/签约 该项目总投资 5 亿元，拟建设 18 条生物基尼龙 56 复合材料电池壳生产线，采用长玻纤 / 短玻纤生物基尼龙 56 复合材料板材，达产后年产 250 万套电 池壳（产品厚度：本体大面 1.0mm、周圈法兰 3mm），聚焦新能源汽车电池轻量化需求。 2.永荣股份越南头顿省 6 万吨 / 年尼龙纤维项目奠基 2025 年 5 月 19 日，永荣股份旗下多彩尼龙纤维有限公司一期年产 6 万吨尼龙纤维工程项目在越南头顿省隆德县福隆寿社红土工业区奠基开工。 该项目是永荣股份全球化战略核心布局，定位智能化、低碳化高端纤维生产基地，产品将供应东南亚纺织市场，规避贸易壁垒，进一步拓展海外市场份 额。 3.中国平煤神马集 ...

Investment Rating - The report maintains a "B" rating for the new materials sector, indicating a positive outlook for the industry [2]. Core Insights - The new materials sector has shown an upward trend, with the new materials index increasing by 0.77%, although it underperformed compared to the ChiNext index, which rose by 0.56% [2]. - The report highlights the strong performance of specific sub-sectors, including synthetic biology (up 2.69%), semiconductor materials (up 0.90%), electronic chemicals (up 2.54%), biodegradable plastics (up 2.39%), industrial gases (up 1.77%), and battery chemicals (up 2.35%) over the past five trading days [2][18]. - The National Development and Reform Commission and the National Energy Administration have issued opinions supporting green development, which is expected to drive high demand for wind power installations, with projections of 105-115 GW of new wind power capacity in 2025 [5]. Summary by Sections 1. Market Performance - The new materials sector has experienced a positive market performance, with the new materials index increasing by 0.77% [2]. - The synthetic biology index has risen by 2.69%, while other sectors such as semiconductor materials and electronic chemicals have also shown gains [18]. 2. Price Tracking - Prices for various amino acids and biodegradable plastics have remained stable, with notable prices including valine at 13,600 CNY/ton (up 1.12%) and PLA (injection grade) at 17,500 CNY/ton [3]. 3. Industry News - The report discusses the implications of government policies aimed at promoting green electricity usage, which is expected to enhance the profitability of wind power companies as they recover from previous price declines [5]. 4. Investment Recommendations - The report suggests focusing on companies such as "Times New Materials" and "Meiga Xincai" as potential investment opportunities within the new materials sector [5].