Nylon filament prices fell in the third quarter, and may continue to decline in the fourth quarter

In the third quarter of 2025, the nylon filament market lacks favorable conditions, and the overall price trend is downward. Taking nylon DTY as an example, as of September 30th, the Jiangsu region’s nylon filament DTY (premium product; 70D/24F) quoted 13880 yuan/ton, a decrease of 4340 yuan/ton from the same period last year, a decrease of 23.82%.
The price of nylon filament has dropped significantly
Specifically, on the one hand, the weak downward trend in the price of raw material nylon PA6 for high-speed spinning has had a negative impact on the cost of nylon filament; On the other hand, the contradiction between supply and demand is prominent, with downstream orders being relatively low during the quarter. In the context of high inventory, the main focus is on digesting inventory, and the enthusiasm for purchasing upstream raw materials is insufficient. The demand transmission from bottom to top is not smooth, resulting in continuous weak shipments from nylon filament manufacturers and increasing inventory pressure. In addition, from the perspective of downstream weaving industry, there is insufficient action on the price of raw fabric, resulting in low profits and thus suppressing the price of nylon filament. Overall, in the absence of favorable market conditions, the price of nylon filament yarn showed a downward trend throughout the quarter.
Raw material side runs empty
In the third quarter of 2025, the domestic nylon PA6 market will experience a weak downward trend, mainly influenced by two factors: firstly, the supply of nylon PA6 will increase, but the consumption will decrease, and the supply-demand contradiction will intensify; Secondly, the price of raw material PA6 for high-speed spinning has decreased. As of September 30th, the price was 10133 yuan/ton, a decrease of 4.41% from early July, indicating a bearish cost outlook. As a result, the price of nylon filament has decreased.
Prominent supply-demand contradiction
In the third quarter of 2025, only the transaction situation of nylon DTY fine denier was relatively good, and some enterprises had a backlog phenomenon. However, the overall activity was far below the same period last year. Overall, the market demand performance was weak, leading to increasing inventory pressure on nylon factories. Specifically, downstream orders are relatively low and inventory is high, so there is a lack of speculative demand for nylon filament. As of September 30th, the operating rate of downstream weaving machines was 69%, a decrease of 5 percentage points from the same period last year. As a result, the inventory level of nylon manufacturers continues to increase, and although some manufacturers have reduced production operations, the relief effect on inventory pressure is limited.
The raw material market in the fourth quarter may be weak and difficult to change
It is expected that the market price of nylon PA6 will remain low in the fourth quarter, which lacks support for the price of nylon filament. Specifically, in terms of supply and demand, new PA6 production capacity will continue to be released, with plans to add 600000 tons of production capacity within the quarter. By the end of the year, the total industry production capacity may reach 8.858 million tons, with a significant increase in supply. Especially this year, the market has shown the characteristics of weak peak season and even weaker off-season. By comparison, it is expected that the production of PA6 in the fourth quarter will be 1.787 million tons, with a consumption of 1.466 million tons, and the supply-demand gap will expand to over 300000 tons. In terms of cost, the weak downstream demand for pure benzene in the fourth quarter and the high amount of pure benzene arriving in Hong Kong may have a negative impact on prices, which will then be transmitted downwards to the caprolactam market and PA6 market, thus lacking support for nylon filament.
The supply-demand contradiction may continue

On the supply side, according to incomplete statistics, there may be about 440000 tons of new production capacity released in the fourth quarter of nylon yarn. However, under high inventory pressure, it is expected that the industry’s operating level may be significantly lower than in the third quarter. As a result, production may be around 1.1258 million tons, a decrease of 1.62% month on month, which is relatively small, and the supply side may continue to be under pressure.
In terms of demand, terminal demand may remain weak and be transmitted upwards to the weaving process, making it difficult to effectively alleviate the pressure on raw fabric inventory. Therefore, it is expected that demand will continue to be light. In addition, the rise in raw fabric inventory prices is difficult to start, which may continue to suppress the price of nylon filament.
Overall, according to previous years, October is the traditional peak demand season for “golden September and silver October”, and the probability of nylon filament prices rising is relatively high. From November to December, the probability of a downward trend is relatively high. However, in the fourth quarter, nylon filament prices may show a downward trend due to cost declines and prominent supply-demand contradictions. Therefore, it is expected that October will break the seasonal pattern, and the seasonal pattern from November to December will remain unchanged. Business analysts predict that the mainstream transaction prices of domestic nylon filament will continue to decline in the fourth quarter due to supply side pressure and weak raw material and demand sides.

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