His report is structured around three key aspects.

1. Industry Performance and Challenges: Based on the consumption performance of the nylon industry, the total capacity of the raw material caprolactam, global capacity concentration, and future capacity planning, Mr. He pointed out that the nylon industry is still in a high-speed development phase. However, the nylon industry chain is facing many difficulties, such as intense competition in caprolactam sector and profit compression. He suggested that companies enhance their overall competitiveness by controlling costs, pursuing green development, and forming industrial clusters. To address the challenges facing PA6, he proposed an analysis focusing on controlling investment impulses, extending the industrial chain, and integrating scale and differentiation.

2. Application Fields and Market Dynamics: He elaborated on the distribution of various application fields within the nylon industry chain, with a particular emphasis on the capacity growth in the spinning sector, the status of leading companies in the industry, and their future plans. He discussed the competitive issues, profit concerns, and underutilization in the nylon filament market, proposing three pathways to address these challenges: process optimization, market expansion, and product innovation.

3. Opportunities and Development Trends: Finally, Mr. He highlighted the opportunities and development trends within the nylon industry in relation to four factors: demand driven by consumption upgrades, the mainstream focus on environmental sustainability, technological innovations fostering development, and opportunities for global market expansion. He believes that companies in the nylon supply chain need to increase R&D investment, reduce costs and improve efficiency, respect market boundaries, make rational investments, adapt to supply chain changes, establish a global presence, and intensify application development to grow demand.