内容概要：下游核心应用领域尼龙6需求韧性凸显，纺织服装、包装薄膜、汽车轻量化、电子电气等赛 道对高品质、差异化尼龙6的需求持续攀升，带动己内酰胺市场需求持续增长，据统计，2025年我国己 内酰胺需求量达681.7万吨，同比增长5.1%，为匹配持续增长的市场需求，国内己内酰胺生产企业纷纷 推进产能扩张，但由于前期产能扩张过快，行业整体处于供大于求的阶段，据统计，2025年我国己内酰 胺产能达807万吨，同比增长16.1%，同期产量完成685万吨，部分产品主要用于出口。 相关上市企业：鲁西化工（000830）、中国旭阳集团（01907.HK）、恒逸石化（000703）、聚合顺 （605166）、华鲁恒升（600426）、兖矿能源（600188）、巨化股份（600160）、兰花科创 （600123）、中国石化（600028） 相关企业：福建永荣控股集团有限公司、湖北三宁化工股份有限公司、福建申远新材料有限公司、广西 恒逸新材料有限公司、浙江巴陵恒逸己内酰胺有限责任公司 关键词：己内酰胺行业市场政策、己内酰胺行业产业链、己内酰胺供需现状、己内酰胺进出口贸易、己 内酰胺竞争格局、己内酰胺发展趋势 一、概述 己内酰胺（C ...

证券日报网讯2月26日，聚合顺（605166）在互动平台回答投资者提问时表示，公司PA6切片作为基础 原材料，目前无相关核电认证。 ...

证券日报网讯2月24日，聚合顺（605166）在互动平台回答投资者提问时表示，截至2026年2月13日收 盘，公司股东人数17539户。 ...

Investment Rating - The report maintains a "Positive" rating for the chemical industry [4][3]. Core Insights - The macroeconomic outlook for the chemical industry indicates a stable increase in oil demand due to global economic recovery and tariff adjustments, with Brent crude oil expected to remain in the range of $60-75 per barrel [4][5]. - The report highlights a potential spring boom in the chemical sector, driven by the success of domestic robotics showcased during the Spring Festival and favorable export conditions following tariff reductions [4][3]. - Investment opportunities are identified in various chains, including textiles, agricultural chemicals, and overseas real estate, with specific companies recommended for investment [4][3]. Industry Dynamics - Oil supply is tightening due to OPEC+ production delays and peak shale oil output, while demand is stabilizing with improved global economic conditions [5]. - The chemical industry is at a cyclical turning point, with downstream operations gradually resuming post-holiday, indicating a positive demand outlook for the year [4][3]. - The report notes that the Producer Price Index (PPI) for industrial products decreased by 1.4% year-on-year in January, while the manufacturing PMI recorded 49.3, indicating some volatility in manufacturing activity [7][4]. Investment Analysis - The report suggests a diversified investment strategy focusing on four key areas: textiles, agricultural chemicals, export chains, and beneficiaries of "anti-involution" policies [4][3]. - Specific companies to watch include those in the textile chain like Lu Xi Chemical and Tongkun Co., and in the agricultural chain like Hualu Hengsheng and Baofeng Energy [4][3]. - The report emphasizes the importance of self-sufficiency in key materials, particularly in semiconductor and panel materials, recommending companies such as Yake Technology and Ruilian New Materials [4][3].

资料显示， 天辰耀隆 是一家成立于2012年的大型国有化工企业，专注于己内酰胺的生产， 是目 前全球单线产能最大的己内酰胺生产基地之一 。公司是 由中国化学工程集团旗下的 中国天辰工 程有限公司 （持股60%）和 福州耀隆化工集团公司 （持股40%）共同出资组建，注册资本12亿 元，属于中央企业序列，坐落在福建省福清市江阴工业集中区。 产能方面，公司一期项目投资约42亿元，最初设计产能为20万吨/年。经过技术升级和扩能改 造，目前己内酰胺产能已达到33万至35万吨/年，保持着全球单线产能最大的纪录。 【DT新材料】 获悉，2月11日，聚合顺新材料股份有限公司（下称"聚合顺"）以1.63亿元成功竞 得福州耀隆化工集团持有的 福建天辰耀隆新材料有限公司 （以下简称"天辰耀隆"）10%股权， 正式跻身天辰耀隆股东行列。 聚合顺与天辰耀隆早已形成长期稳定的合作关系，前者是后者供应链中的重要客户。 己内酰胺 （CPL）作为尼龙6生产的核心原材料，其供应稳定性、价格波动直接决定了中游聚合企业的生 产成本、盈利水平乃至市场竞争力。 除了己内酰胺， 2025年8月，聚合顺还通过全资子公司与 天辰齐翔 达成合作，后者以1.4亿 ...

证券日报网讯2月12日，聚合顺（605166）在互动平台回答投资者提问时表示，福建天辰耀隆新材料有 限公司拥有35万吨/年己内酰胺的生产装置，聚合顺一直以来是其供应链重要客户。此次聚合顺竞拍获 得的股权对保障原材料己内酰胺的供应、增强行业协同话语权、深化双方合作具有深远意义，对双方提 升企业影响力、竞争力都有着积极影响。聚合顺此次参与司法竞拍是基于公司长期战略发展及供应链协 同考虑。 ...

证券日报网讯2月11日，聚合顺（605166）在互动平台回答投资者提问时表示，截至2026年2月10日收 盘，公司股东人数17879户。 ...

Group 1 - Huafeng Chemical (002064) is a global leader in the spandex industry, with strong technical advantages in differentiated spandex and early investments in bio-based and recycled spandex, benefiting from the growing demand for green fibers [2][34] - Tongkun Co., Ltd. (601233) is a domestic leader in the polyester filament industry, with strong technical and capacity advantages in differentiated and high-end products, and is expected to benefit from the recovery of downstream textile demand and policies promoting recycled fibers [3][35] - New Fengming (603225) is a core player in the polyester filament industry, with a strong position in differentiated and high-end products, and is well-positioned to benefit from the recovery of textile demand and the promotion of recycled fibers [4][36] Group 2 - Shuangxin Environmental Protection (001369) is a core enterprise in the PVA industry, with strong technical and capacity advantages, and is expanding into biodegradable and bio-based materials, expected to benefit from the growing demand for biodegradable materials [5][38] - Tianfulong (603406) is a core player in the polyester industrial yarn industry, with strong technical advantages and is expanding into high-performance and recycled industrial yarns, expected to benefit from the growth in automotive and industrial fabric demand [6][39] - Wanwei High-tech (600063) is a leading company in the PVA industry, with strong technical advantages and is expanding into biodegradable materials, expected to benefit from the growing demand for biodegradable materials [7][40] Group 3 - Xinxiang Chemical Fiber (000949) is a core enterprise in the viscose staple fiber industry, with strong technical advantages and is expanding into recycled viscose and bio-based viscose, expected to benefit from the recovery of textile demand [8][41] - Taihe New Materials (002254) is a leader in the aramid industry, with strong technical advantages and is expanding into high-performance and bio-based aramid, expected to benefit from the growth in high-end fields [9][42] - Jilin Chemical Fiber (000420) is a core player in the viscose staple fiber industry, with strong technical advantages and is expanding into high-performance carbon fiber, expected to benefit from the growth in aerospace and new energy sectors [10][44] Group 4 - Sanfangxiang (600370) is a core enterprise in the PTA industry, with strong technical advantages and is expanding into recycled PTA and bio-based PTA, expected to benefit from the recovery of textile demand [11][45] - Shenma Co., Ltd. (600810) is a leader in the nylon 66 industry, with strong technical advantages and is expanding into high-performance and recycled nylon, expected to benefit from the growth in automotive and industrial fabric demand [12][46] - Hailide (002206) is a leader in the polyester industrial yarn industry, with strong technical advantages and is expanding into high-performance and recycled industrial yarns, expected to benefit from the growth in automotive and industrial fabric demand [13][47] Group 5 - Youfu Co., Ltd. (002427) is a core player in the polyester industrial yarn industry, with strong technical advantages and is expanding into high-performance and recycled industrial yarns, expected to benefit from the growth in automotive and industrial fabric demand [14][48] - Huaxi Co., Ltd. (000936) is a core enterprise in the polyester staple fiber industry, with strong technical advantages and is expanding into recycled and bio-based polyester, expected to benefit from the recovery of textile demand [15][49] - Baolidi (300905) is a leader in the chemical fiber color masterbatch industry, with strong technical advantages and is expanding into biodegradable color masterbatches, expected to benefit from the green transformation of the chemical fiber industry [16][51] Group 6 - Nanjing Chemical Fiber (600889) is a core player in the viscose staple fiber industry, with strong technical advantages and is expanding into recycled viscose and bio-based viscose, expected to benefit from the recovery of textile demand [17][52] - Haiyang Technology (603382) is a core enterprise in the polyester industrial yarn industry, with strong technical advantages and is expanding into high-performance and recycled industrial yarns, expected to benefit from the growth in automotive and industrial fabric demand [18][53]

Group 1 - The chemical fiber sector increased by 2.81% on February 3, with Youfu Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] - Key stocks in the chemical fiber sector showed significant price increases, with Youfu Co., Ltd. rising by 6.60% to a closing price of 7.43 [1] Group 2 - The chemical fiber sector experienced a net outflow of 138 million yuan from institutional investors and 200 million yuan from speculative funds, while retail investors saw a net inflow of 339 million yuan [2] - The trading volume and turnover for various stocks in the sector varied, with Huafeng Chemical recording a turnover of 1.034 billion yuan [2] - The stock performance of individual companies showed mixed results, with some stocks like Nanjing Chemical Fiber declining by 1.18% [2] Group 3 - Major stocks like Youfu Co., Ltd. and Xin Fengming saw differing net inflows from institutional and retail investors, indicating varied investor sentiment [3] - Youfu Co., Ltd. had a net inflow of 23.86 million yuan from institutional investors, while retail investors showed a net outflow of 8.94 million yuan [3] - The overall market dynamics reflect a complex interaction between institutional, speculative, and retail investors within the chemical fiber sector [3]

证券日报网讯2月2日，聚合顺（605166）在互动平台回答投资者提问时表示，截至2026年1月30日收 盘，公司股东人数18312户。 ...