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市场调查报告书
商品编码
1761669
全球己内酰胺市场需求分析:依类型、应用、预测至2034年Caprolactam Market Analysis By Demand [Capacity Utilization, Production, Net Exports, Demand Growth Rate], By Types, By Applications & Forecast Analysis, 2034 |
全球己内酰胺市场规模正呈现成长态势,预计将从2024年的165亿美元增加至2032年的238亿美元,预测期内复合年增长率为3.7%。己内酰胺主要用于生产聚酰胺6(尼龙6),而聚酰胺6广泛应用于纺织品和工程塑胶。全球约70%的己内酰胺消耗量用于生产聚酰胺纤维,其余则用于汽车零件、包装和其他挤出应用中的聚酰胺6树脂。市场表现与整个尼龙6产业的健康状况密切相关,而该产业的健康状况持续受到宏观经济趋势、能源价格和工业活动的影响。
需求分析
预计2016年至2024年,全球己内酰胺需求将以3%的复合年增长率成长,到2024年将超过680万吨。需求将主要集中在聚酰胺6的应用领域,包括纺织纤维、地毯、工业丝和工程树脂。亚太地区,尤其是中国,凭藉其庞大的纺织製造基地和日益增长的工程塑胶使用量,将推动全球己内酰胺需求的大幅成长。
聚酰胺6树脂因其优异的机械耐久性和耐热性,广泛应用于汽车、电子和包装等各个领域。北美和欧洲对己内酰胺的需求出现疲软迹象,但亚洲的需求保持稳定。发展中地区的市场状况受到通膨趋势、工业成长放缓以及下游产业整合的影响。
近年来,贸易流向发生了明显转变,尤其是在中国自给自足能力不断提升的背景下。中国曾是己内酰胺的主要进口国,但透过迅速扩大国内产能,中国已减少了对进口的依赖。这种转变正在重塑全球竞争格局和定价动态。
区域分析
亚太地区在己内酰胺的生产和消费方面均占据市场主导地位。截至2024年,全球超过70%的己内酰胺产能位于该地区,其中中国就占了近60%的总产能。 2016年至2024年,中国新增产能超过250万吨,显着改变了全球供需平衡。平煤神马、鲁西化工和浙江巴陵恆逸等公司正在积极投资扩大产能,并将在整个预测期内持续进行。
欧洲约占全球产能的20%,但由于能源价格上涨,欧洲面临巨大的成本压力。德国、荷兰和波兰等国已削减产能,BASF和宇部兴产等主要製造商也已削减产能或完全退出己内酰胺市场。北美产能占全球整体份额不到10%,且需求相对低迷,限制了大规模扩张的空间。
市场动态
驱动因素-工业应用对聚酰胺 6 的需求不断增加
己内酰胺消费的主要驱动力是对聚酰胺6的需求,聚酰胺6广泛应用于纺织、汽车和包装产业。聚酰胺6具有高强度、耐热性和耐化学性,使其成为引擎零件、电气元件和工业织物等应用的理想材料。持续的都市化、基础设施的成长以及汽车製造业对轻量化和高性能材料的需求预计将支撑己内酰胺市场。纺织品需求,尤其是在亚洲,依然强劲,其中中国、印度和越南等国家发挥关键作用。
限制因素-产能过剩和利润压力
己内酰胺市场面临的主要限制因素是中国产能扩张导致的持续产能过剩。需求跟不上供应,导致全球运转率下降、利润率低、竞争激烈。欧洲和北美许多老旧工厂已不再具有经济可行性,导致工厂关闭或规模缩减。中国贸易地位从净进口国转变为净出口国,这产生了连锁反应,导致其他地区出口减少,并对全球价格构成下行压力。此外,欧洲高昂的能源成本和环保法规进一步削弱了亚洲以外製造商的竞争力。
本报告对全球己内酰胺市场进行了深入分析,包括市场动态和行业趋势、细分市场需求、製造商概况和其他资讯。
The global caprolactam market is on a growth trajectory, projected to increase from USD 16.5 billion in 2024 to USD 23.8 billion by 2032, growing at a CAGR of 3.7% over the forecast period. Caprolactam is primarily used in the production of polyamide 6 (nylon 6), a widely utilized material in textiles and engineering plastics. Around 70% of global caprolactam consumption goes into the manufacture of polyamide fibers, with the remaining used for polyamide 6 resin in automotive parts, packaging, and other extruded applications. The market's performance is tightly connected to the overall health of the nylon 6 industry, which continues to be influenced by macroeconomic trends, energy prices, and industrial activity.
Demand Analysis
Caprolactam demand globally was estimated to exceed 6,800 kilo tons in 2024, having grown at an average rate of 3% annually between 2016 and 2024. The demand is heavily centered around its use in polyamide 6 applications, including textile fibers, carpets, industrial yarns, and engineering resins. Asia Pacific, especially China, drives the bulk of global demand due to its vast textile manufacturing base and increasing use of engineering plastics.
Polyamide 6 resin is consumed across multiple sectors, such as automotive, electronics, and packaging, where it provides mechanical durability and thermal resistance. Demand for caprolactam has remained stable in Asia while showing signs of softness in North America and Europe. Market conditions in developed regions have been affected by inflationary trends, slower industrial growth, and restructuring in downstream segments.
In recent years, there has been an evident realignment in trade flows, particularly due to China's increased self-sufficiency. The country, once a major importer of caprolactam, has reduced its import reliance by rapidly expanding domestic capacity. This shift is reshaping the competitive landscape and pricing dynamics worldwide.
Regional Analysis
Asia Pacific dominates the caprolactam market both in terms of production and consumption. As of 2024, over 70% of the global caprolactam capacity was located in this region, with China alone accounting for nearly 60% of the total capacity. Between 2016 and 2024, China added more than 2.5 million tons of new capacity, significantly altering the global supply-demand balance. Companies such as Pingmei Shenma, Luxi Chemical, and Zhejiang Baling Hengyi have aggressively invested in capacity expansion and are continuing to do so through the forecast period.
Europe accounts for approximately 20% of global capacity but has faced severe cost pressures due to high energy prices. Countries like Germany, the Netherlands, and Poland have seen capacity reductions, with key producers such as BASF and Ube Industries cutting back or exiting the caprolactam market altogether. North America contributes under 10% to the global capacity, and demand remains relatively subdued, with limited scope for large-scale expansion.
In 2024, caprolactam demand in India was approximately 124 kilotons, and it is expected to grow at a CAGR of 2.7%, reaching around 163 kilotons by 2032. India is a net importer, sourcing material largely from Europe and Asia, although domestic producers such as GSFC and FACT supply part of the demand locally.
Capacity Overview
The global caprolactam capacity reached around 9,460 kilo tons in 2024, reflecting strong growth over the past decade, largely fueled by Asia-based investments. China has led this trend, adding nearly 400 kilo tons of new capacity annually over several years. The country's total production is expected to cross 7,800 kilo tons by 2027. Despite these gains, average capacity utilization in China has hovered around 68% in recent years, underscoring persistent oversupply.
Outside Asia, capacity has been trimmed in response to changing market conditions. BASF has reduced its capacity in Germany, while Sumitomo Chemical and Ube Industries have exited the business in Japan. Alpek in Mexico and Fibrant in the US also announced closures of their caprolactam facilities. These adjustments reflect rising production costs and an inability to compete with low-cost Chinese output. As a result of these shifts, the global caprolactam industry is becoming increasingly consolidated in Asia, particularly China. This regional concentration is expected to grow further, altering trade patterns and global price stability.
Market Dynamics
Driver - Rising Polyamide 6 Demand Across Industrial Applications
The primary factor driving caprolactam consumption is the demand for polyamide 6, which is widely used in the textile, automotive, and packaging industries. Polyamide 6 offers high strength, thermal resistance, and chemical durability, making it an ideal material for applications such as engine parts, electrical components, and industrial fabrics. Continued urbanization, infrastructure growth, and the need for lightweight, high-performance materials in automotive manufacturing are expected to support the caprolactam market. The demand from textiles, particularly in Asia, remains robust, with countries like China, India, and Vietnam playing significant roles.
Restraint - Overcapacity and Margin Pressure
The key restraint facing the caprolactam market is the persistent overcapacity driven by aggressive expansions in China. With demand not keeping pace with supply, global utilization rates have dropped, leading to thin profit margins and intense competition. Many older plants in Europe and North America are no longer economically viable, leading to plant closures and operational reductions. The shift in trade status of China from net importer to net exporter is creating a ripple effect, displacing exports from other regions and exerting downward pressure on global prices. Moreover, high energy costs in Europe and environmental regulations further challenge the competitiveness of producers outside Asia.
Note: Demand Analysis has been provided for all major Regions / Countries as mentioned below. The demand (consumption) split by application has been provided for each of the countries / regions in Volume (Kilo tons) and Value (USD Million).
Note: CAGR will be calculated for all the applications to arrive at the regional / global demand growth for the forecast period (2025 - 2034)
Note: This section includes company information, company financials, manufacturing bases and operating regions. Company financials have been mentioned only for those companies where financials were available in SEC Filings, annual reports, or company websites. All the reported financials in this report are in U.S. Dollars. Financials reported in other currencies have been converted using average currency conversion rates. Company profiles may include manufacturers, suppliers, and distributors.