Last week (September 1-7, 2025), downstream nylon fibers followed up on demand, with weak market consolidation and stable operation, and prices remained stable. The market trend for high-speed spinning of raw material nylon PA6 slices is stable, with limited cost support and no significant improvement in downstream market demand. Manufacturers are holding onto the demand and following up on it. The overall speed of goods delivery in the market is average, and there is a strong wait-and-see atmosphere among industry players. The price fluctuations in the nylon fiber market are not significant.
Nylon filament prices remain weak and stable
According to the Commodity Market Analysis System of Shengyi Society, the price of nylon filament remained stable at a low level last week (September 1-7, 2025). As of September 7, 2025, DTY (premium product) of nylon filament in Jiangsu region; 70D/24F) quoted 14320 yuan/ton; Nylon POY (premium product; 86D/24F) quoted 12050 yuan/ton; The price of nylon FDY (premium: 40D/12F) is quoted at 14900 yuan/ton, which is the same as the previous period.
The raw material side has experienced a slight decline
In terms of cost: Last week (September 1-7, 2025), the spot market price of caprolactam slightly decreased during the week. The weekly closing price of Sinopec caprolactam was 9120 yuan/ton (interest free for six-month acceptance). The nylon PA6 chip market was mainly weakly consolidated, with stable price trends and weak cost support. As of September 7, 2025, the benchmark price of caprolactam in Shengyi Society was 8920 yuan/ton, mainly due to weak price consolidation, with a weekly decline of 0.37%. During the week, the market price of high-speed spun nylon PA6 chips remained weak, stable, and fluctuating, with weak cost support being the main factor.
Supply and demand: During the week, the operating rate of some nylon filament manufacturers’ facilities decreased, and the overall market supply was sufficient. However, the industry inventory level still showed an increasing trend, and the supply side performance was poor; The demand in the end market is weak, and some downstream manufacturers have reduced production or switched production, resulting in a decrease in demand for nylon filament. It is difficult to find favorable support from the demand side, and many parties are following suit with rigid demand. Many industry players are adopting a cautious and wait-and-see attitude.
Future forecast
Cost aspect: In terms of caprolactam, the expectation for pure benzene is weak, and slice manufacturers have low enthusiasm for purchasing caprolactam. It is expected that the caprolactam market will remain weak and mainly consolidate at a low level in the short term; In terms of nylon PA6 chips, cost support is limited, and the supply level of PA6 chips in the market may continue to improve. Downstream market demand is weak, and it is expected that the market price of nylon PA6 chips will weakly decline.
Supply and demand: Traditional market demand is expected to improve in September, and the trading atmosphere will also improve. Therefore, it is expected that there may be an increase in demand for nylon filament market next month. However, under the current inventory pressure, some nylon filament manufacturers may have the possibility of reducing their production capacity, while the industry continues to release new production capacity, resulting in overall supply pressure remaining relatively high.
Overall, the upstream raw material caprolactam spot market and nylon PA6 chip market will continue to operate weakly, with a lack of cost support, high supply pressure, and difficulty in improving downstream market demand. Follow up on demand will be the main focus, with limited positive news. Business analysts predict that the short-term nylon filament market will continue to be weak and stable, with weak price consolidation as the main trend.

According to the Commodity Market Analysis System of Shengyi Society, from September 1st to 4th (as of 15:00), the domestic methanol market in East China port quotations fell from 2253 yuan/ton to around 2271 yuan/ton, with a price increase of 0.81% during the period, a month on month decrease of 4.55%, and a year-on-year decrease of 4.78%. The supply continues to increase, and the accumulation of enterprise inventory has led to price reductions and order taking. Although downstream profits have recovered, the improvement is not significant at the moment, and the domestic methanol market is weak and declining.
As of the close on September 5th, the closing price of methanol futures on Zhengzhou Commodity Exchange has risen. The main contract for methanol futures, 2601, opened at 2381 yuan/ton, with a highest price of 2424 yuan/ton and a lowest price of 2378 yuan/ton. It closed at 2415 yuan/ton in the closing session, up 35 yuan/ton or 1.47% from the previous trading day’s settlement. The trading volume is 684742 lots, the position is 777813, and the daily increase is -24180.
On the cost side, coal supply has rebounded, demand has fallen seasonally, terminal demand for replenishment has increased, and prices have fluctuated narrowly, providing limited support for methanol prices. The cost of methanol is influenced by negative factors.
On the demand side, glacial acetic acid: The acetic acid industry in Henan Province is operating at a low level. Formaldehyde: The capacity utilization rate of the formaldehyde industry in Henan Province remains at 51.44%, and the operating load remains stable. Dimethyl ether: The operating load of the dimethyl ether industry in Henan has decreased month on month. Most downstream products are affected by methanol prices, and the impact on methanol demand is mixed.
On the supply side, the overall recovery of the equipment exceeds the loss, resulting in an increase in capacity utilization. Negative factors affecting the methanol supply side.
In terms of external markets, as of the close of September 4th, the closing price of CFR Southeast Asia methanol market was 321.5-322.5 US dollars/ton. The FOB US Gulf methanol market closed at 94-95 cents per gallon; The closing price of the European FOB Rotterdam methanol market was 292.5-293.5 euros/ton, down 1 euro/ton.
In the future market forecast, multiple factors such as the adjustment of upstream and downstream purchase and sales rhythms, and fluctuations in freight rates will intertwine, leading to frequent fluctuations in methanol spot market prices. The methanol analyst from Shengyi Society predicts that the domestic methanol spot market will mainly experience fluctuations and consolidation.

According to the monitoring of the commodity market analysis system of Shengyi Society, the price of activated carbon at the beginning of the week was 12866 yuan/ton, and the price of activated carbon at the end of the week was 12933/ton, with a price increase of 0.52%.
The prices of domestic activated carbon manufacturers have risen this week, with the ex factory price of activated carbon for coconut shell water purification in East China ranging from 9500 to 13000 yuan/ton. Currently, the market is in the field of environmental protection, and the demand for coconut shell activated carbon in traditional fields such as water treatment and air purification continues to grow, with a focus on market transactions.
From a supply side perspective, Southeast Asia, as the main source of coconut shells worldwide, will face multiple natural disasters in 2024. Thailand’s coconut production will decrease due to drought and pest infestations, while countries such as the Philippines and Indonesia will also be affected. This will reduce the supply of coconut shell raw materials, leading to a shortage of coconut shell carbonization materials. ‌‌
Prediction: Domestic market transactions are accelerating, and it is expected that the price of activated carbon will mainly fluctuate with a strong trend in the short term.

According to the Commodity Market Analysis System of Shengyi Society, as of the 29th, the price of ethyl acetate was 5380.00 yuan/ton, a decrease of 0.12% compared to the price of 5386.67 yuan/ton on August 25th, and a decrease of 1.22% from the beginning of the month. The utilization rate of supply capacity has decreased, market sentiment has risen, downstream demand follow-up is insufficient, and the rise of ethyl acetate is weak, resulting in a downward trend in the market.
The utilization rate of domestic ethyl acetate production capacity has declined, the increase in market inventory has decreased, and the mentality of enterprises is bullish. At the same time, the price of raw materials is relatively strong, and the cost support is favorable. As a result, the price of ethyl acetate is relatively strong and has been raised; In terms of demand, downstream enthusiasm is not high, and there is resistance to high prices. The shipment of ethyl ester in the market is limited, and the mentality of enterprises is weakened. The focus of ethyl acetate transactions is weakly lowered.
In the future, the capacity utilization rate of the ethyl acetate market is not high, and the inventory pressure of enterprises is still acceptable. The price of raw materials has risen, and under cost pressure, the price of ethyl acetate may increase. However, downstream inventory consumption is slow, the market fundamentals are weak, and the supply and demand game in the market is expected to be weak and volatile. Specific attention should be paid to changes in supplier equipment and downstream follow-up situations.

Recently (8.25-9.1), the domestic EVA market has seen a slight increase. According to the Commodity Market Analysis System of Shengyi Society, as of September 1st, the benchmark price of EVA in China was 11066 yuan/ton, an increase of 1.53% from 10900 yuan/ton on August 25th. On the one hand, the downstream demand support for EVA has improved, but on the other hand, there is still resistance from downstream suppliers to high priced goods, which limits the overall growth of the EVA market.
Recently (8.25-9.1), EVA production has increased to over 8.5%, and some pre maintenance equipment has restarted operation, leading to increased supply pressure in the EVA market. During the cycle, the price of raw material ethylene increased while the price of vinyl acetate slightly decreased, providing cost support for EVA. As of September 1st, the domestic price of ethylene in Sinopec East China was 7150 yuan/ton, an increase of 1.42% from 7050 yuan/ton on August 25th; As of September 1st, the market price of vinyl acetate in East China was 5200 yuan/ton, a decrease of 1.42% from 5275 on August 25th.
Recently, the demand for EVA has improved, and the support for short-term photovoltaic demand has increased. The foam end remains in high demand, but downstream consumers still have resistance to high priced goods. The trading side is cautious in holding goods and trading with the market, and the market is stable and continues to explore gains.
Market forecast: Overall, raw material prices have fluctuated, and there is still high supply pressure for EVA production. The downstream photovoltaic and foam industries are mainly supported by demand. With the arrival of the traditional peak season, it is expected that the EVA spot market will tentatively rise in the later period.