Introduction

Based on the latest analysis from SunSirs (dated September 26, 2025), the polyamide filament market continues to face downward pressure amid weak upstream support and sluggish downstream demand. This report provides a forward-looking prediction for the polyamide filament sector in the short term, focusing on key factors such as raw material costs, supply-demand dynamics, and overall market trends. As of the week ending September 26, 2025, prices for major polyamide filament specifications—such as DTY (70D/24F), POY (86D/24F), and FDY (40D/12F)—have declined by 3.07%, 3.94%, and 2.68% respectively, setting the stage for a cautious outlook.

Raw Material Cost Projections

The upstream raw material chain is expected to remain weak, offering limited cost support for polyamide filament production.

Caprolactam: The spot market for caprolactam is anticipated to maintain a weak and low-level consolidation in the near term. With pure benzene prices expected to trend downward, slicing manufacturers are showing low enthusiasm for procuring caprolactam. This subdued buying activity will likely keep caprolactam prices under pressure, with minimal upward momentum.

Polyamide PA6 Chips: The PA6 chip market is projected to experience a weak downward trend. Cost-side support remains insufficient, while supply levels may continue to rise. Coupled with soft downstream demand, PA6 chip prices are expected to decline gradually, further eroding the cost foundation for polyamide filament manufacturers.

Overall, the lack of robust cost support from these key raw materials will contribute to a bearish environment, making it challenging for polyamide filament prices to stabilize or rebound.

Supply and Demand Forecast

Supply-demand imbalances are poised to persist, with no significant improvements on the horizon.

Supply Side: While some polyamide filament producers may reduce operating rates to alleviate mounting inventory pressures, the industry will continue to grapple with ample supply. New production capacities are still being released, exacerbating overall supply overhang. This could lead to sustained high inventory levels, putting additional strain on manufacturers.

Demand Side: Although September is traditionally a peak season, the distinction between peak and off-peak periods has blurred in recent years, resulting in a persistently weak trading atmosphere. Demand for polyamide filament is expected to remain fatigued into the next month, with terminal markets showing no clear signs of recovery. Downstream factories are likely to stick to just-in-time procurement, reducing orders and maintaining a cautious, wait-and-see approach. Some downstream operations may even cut production or switch to alternatives, further dampening demand.

The ongoing supply surplus and demand weakness will highlight structural contradictions in the market, with limited positive drivers to stimulate activity.

Comprehensive Market Outlook

In summary, the polyamide filament market is forecasted to continue operating at low levels with a bias toward stability in the short term, characterized by weak price consolidation. Upstream raw materials like caprolactam and PA6 chips will extend their downward trajectories, providing scant cost relief. Supply pressures will remain elevated due to ongoing capacity expansions and inventory buildup, while downstream demand is unlikely to see substantial improvement, relying primarily on essential purchases.

Analysts from SunSirs anticipate that without emerging favorable factors—such as a sudden surge in terminal orders or external market stimuli—the polyamide filament sector will struggle to break out of its current slump. Stakeholders should monitor raw material fluctuations and downstream sentiment closely, as any shifts could influence the pace of price adjustments. In the absence of such changes, the market is set for a prolonged period of subdued performance, advising producers and buyers to adopt conservative strategies.

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