Polyamide 6 Chip Morning Prompt: PA6 Chip Will Follow Cost Fluctuations in the Short Term

1. Focus Areas

1 ） 2 ） Sinopec's premium caprolactam settlement price for February 2026 is RMB 10,350 per metric ton (liquid, premium grade, six-month acceptance, ex-works), up RMB 580 per metric ton from the January settlement price.

2) Sinopec’s refineries in East China, South China, and Central China have reduced the price of pure benzene by RMB 3,000 per ton, effective at RMB 8,000 per ton, effective March 10.

Core logic: Cost fluctuates significantly, and aggregation adjusts accordingly.

2. Price Form

3 . Market Outlook

The cost fluctuations are relatively significant, and the chip market is gradually returning to rationality. However, the downstream market remains cautious, and transactions are mainly based on demand. It is expected that in the short term, PA6 chips will mainly follow the cost fluctuations.

4. Data Calendar

Data source: Longzhong Information