[PA6 Morning Tip] PA6 Market Expected to Operate in a Consolidated Manner

1. Focus points

1 ） On October 8, the market remains concerned about the supply risks caused by the instability of the Russia-Ukraine situation, coupled with the continuation of U.S. sanctions on certain oil-producing countries, leading to a rise in international oil prices. NYMEXCrude oil futuresThe 11th contract rose by $0.82 per barrel to $62.55, a month-on-month increase of +1.33%; the ICE Brent crude futures 12th contract rose by $0.80 per barrel to $66.25, a month-on-month increase of +1.22%. China's INE crude oil futures were closed due to the National Day and Mid-Autumn Festival holidays.

2 ） Sinopec's high-end caprolactam settlement price for September 2025 is 9,080 yuan/ton (liquid first-class product, six-month acceptance for self-pickup), a decrease of 250 yuan/ton compared to the August settlement price.

3 Sinopec's pure benzene prices for refineries in East China and South China have been lowered by 100 yuan/ton, now at 5,900 yuan/ton, effective from September 4.

Core logic: The raw material market is consolidating at low levels, while downstream is cautiously observing the market after the festival. The PA6 market is operating in a consolidation phase.

2. Price List

3 . Data Form

After the holiday, the raw material market may continue to operate weakly. Additionally, downstream buyers are expected to cautiously observe the market and mainly opt for modest restocking at lower prices. It is anticipated that the PA6 market will stabilize in the near future.