In December 2025, the polyamide filament market was in a period of interplay between cost support and weak demand, showing an overall weak and stable trend. Prices initially saw a slight increase before stabilizing at a weak level, remaining low overall. In terms of raw materials, Sinopec's high-end caprolactam settled at 9,885 RMB/ton in December, an increase of 985 RMB/ton compared to November, providing cost support for polyamide filament, but this increase was difficult to fully pass on to downstream markets. Regarding supply and demand, downstream buyers were cautious, mostly purchasing only for immediate needs, with limited consumption capacity; polyamide filament manufacturers had ample supply, and industry inventory showed an increasing trend. With strong upstream and weak downstream conditions, and cost and supply/demand factors in conflict, the overall polyamide filament market remained weak.

Price trend:

According to the business data analysis system of SunSirs, in December 2025, the price of polyamide filament increased slightly, but the price remained at a low level. As of December 29, 2025, the quoted price of polyamide filament DTY (premium grade; 70D/24F) in Jiangsu region was 13,760 RMB/ton, an increase of 40 RMB/ton compared to November, with a monthly increase of 0.29%; the quoted price of polyamide POY (premium grade; 86D/24F) was 11,500 RMB/ton, an increase of 100 RMB/ton compared to November, with a monthly increase of 0.88%; and the price of polyamide FDY (premium grade: 40D/12F) was 14,275 RMB/ton, an increase of 50 RMB/ton compared to November, with a monthly increase of 0.35%.

Market Analysis

Cost side: In December, the price of upstream raw material caprolactam remained strong.  Companies maintained production reduction strategies, and the industry's capacity utilization rate dropped to 72%-75%, resulting in tight spot supply. Since mid-to-late November 2025, due to production reduction plans by caprolactam manufacturers, spot market prices rose sharply. It is understood that Cangzhou Xuyang's 150,000-ton Phase I plant was shut down, as was a 150,000-ton Phase I plant at a major manufacturer in Shandong; Nanjing Dongfang's 200,000-ton plant was shut down; Zhejiang Baling Hengyi reduced production on one 100,000-ton line; and other factories experienced varying degrees of reduced load. The estimated total impact on capacity exceeds 1 million tons, leading to a reduction in caprolactam supply and thus driving up prices. The polyamide PA6 chip market mainly operated strongly, with rising prices and strong cost support. As of December 29, 2025, the SunSirs' benchmark price for caprolactam was 9,575 RMB/ton, an increase of 4.08% for the month, providing positive support for polyamide yarn prices.

Supply and Demand: In December, some polyamide filament manufacturers had ample overall supply, and industry inventory levels continued to increase. The industry operating rate in December remained at a moderate level, but was lower than the same period last year. Some companies experienced order backlogs, but overall market activity was not high. Weak market demand led to increasing inventory pressure on polyamide manufacturers. Supply-side performance was poor; weak demand in the end market, coupled with production cuts or shifts to other products by some downstream manufacturers, reduced demand for polyamide filament. Positive support from the demand side was difficult to find, with most purchases driven by essential needs. Industry participants largely maintained a cautious wait-and-see attitude.

Market Forecast:

As the Spring Festival approaching, polyamide filament manufacturers awere facing inventory pressure, and weaving companies were gradually suspending operations, leading to a further contraction in downstream demand. While raw material support remained strong, some caprolactam producers had reduced production, gradually easing inventory pressure on raw materials. The upstream and downstream segments of the industry chain continue to be in a state of flux. In terms of supply, market supply remained stable, and the supply situation remainse relatively loose, with no clear signs of improvement in the supply-demand structure. Overall, however, due to the support of high raw material costs, price increases were lagging behind. The market was characterized by strength in the upstream and weakness in the downstream. SunSirs’ analysts predict that the polyamide filament and polyamide fiber market will consolidate sideways in the short term, with prices remaining weak but stable.

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