On June 26th, Gelunhui reported that Zhonglun New Materials (301565.SZ) stated on the investor interactive platform that if BASF raises the price of PA6, it will not have a significant impact on the company's PA6 sales volume if it triggers a chain reaction of domestic PA6 producers raising their prices, however, it will have a transmission effect on the downstream product BOPA prices and they will follow suit in raising prices. The downstream application scenarios of PA6 include spinning grade, engineering plastics, and film cutting. The company's main use of PA6 is for downstream film stretching. The existing design capacity of PA6 is 145,000 tons, mostly used for the production of BOPA.
中仑新材(301565.SZ)：现有PA6设计产能14.5万吨，大部分用于BOPA的生产
Zhonglun New Materials (301565.SZ): Current PA6 design capacity is 145,000 tons, with most of it used for BOPA production.
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