1. Capacity and Market Structure:

• The commissioning of new capacities from large-scale integrated refining and chemical projects (e.g., downstream facilities of planned projects like Gulei Petrochemical and Hainan Refining & Chemical) and their impact on market supply-demand balance.

• News of industry mergers and acquisitions, including whether leading companies will further acquire smaller capacities to increase market concentration.

2. Price and Cost Fluctuations:

• Frequent reports on price transmission and spread changes along the crude oil-PTA-MEG-polyester filament chain.

• The impact of geopolitical events and global economic conditions on upstream raw material prices, and resulting profit fluctuations for chemical fiber products.

3. Green and Sustainable Development (Most Critical Trend):

• Bio-based materials: Breakthroughs and commercialization news for PDT, PTT fibers, and bio-based nylon technologies.

• Circular economy: Expansion of rPET (recycled polyester) capacity, advancements in recycling technology, and brand procurement orders for GRS-certified products will be key highlights.

• Biodegradable fibers: Advancements in the application and cost reduction of biodegradable materials like PLA and PBAT in the fiber sector.

4. Technological Innovation and Digitalization:

• Launch of differentiated and functional fibers (e.g., ultra-simulation, antibacterial, thermal, cooling properties).

• Increased adoption of AI and industrial IoT in chemical fiber production (e.g., smart workshops, online quality inspection, predictive maintenance).

5. Trade and Policy:

• The impact of trade policy changes in key export markets (e.g., Europe, the US, Southeast Asia), such as carbon tariffs and new sustainability regulations, on the industry.

• How China’s domestic policies related to the "Dual Carbon" goals will further guide the industry toward green and low-carbon transformation.