On December 2, 2025, Kuraray's Elastomer Division announced that it will increase the transaction prices of the following elastomer products produced at the Kashima plant in Japan. This price increase will take effect from January 1, 2026 (or as stipulated by existing supply agreements). All SEPTON™, HYBRAR™, and TU-Polymer products produced at the Kashima plant will see an increase of $1/kg (approximately RMB 7,070/ton).

On December 5, 2025, Asahi Kasei announced that it will cease production of hexamethylenediamine (HMD) as part of its ongoing efforts to optimize its product portfolio, aimed at improving capital efficiency and enhancing company profitability.

On December 5, Haitai Technology responded to questions on the investor interactive platform, stating that the company is actively exploring the PEEK modified materials market, and currently has not yet formed any orders or sales.

Gelonghui, December 4th – Nanshan Zhishang (300918.SZ) stated on the investor interaction platform that the company's ultra-high molecular weight polyethylene fibers are positioned in the high-end market and can be widely used in military and civilian fields, including military protective series fibers of 400D, 800D and above, marine rope network series fibers of 1000D-1600D, colored fibers, fine denier fibers, and other full category products. In military equipment, ultra-high fibers are important materials, especially in the manufacturing of bulletproof vests, bulletproof helmets, and protective armor, due to their high abrasion resistance and toughness, making them the preferred material. Ultra-high materials can also be applied in battery separator fields. The company has relevant production capabilities in technology and materials and will continue to pay attention to industry dynamics. If suitable market opportunities arise, the company will steadily advance its related business layout.

On November 30, the Ministry of Commerce announced the initiation of a sunset review investigation for anti-dumping measures applicable to imported polyphenylene sulfide originating from Japan, the United States, South Korea, and Malaysia. On November 30, 2020, the Ministry of Commerce issued Announcement No. 53 of 2020, deciding to impose anti-dumping duties on imported polyphenylene sulfide originating from Japan, the United States, South Korea, and Malaysia starting from December 1, 2020. The tax rates range from 23.3% to 220.9%, with Japanese companies facing rates of 25.2% to 69.1%, U.S. companies 214.1% to 220.9%, South Korean companies 26.4% to 46.8%, and Malaysian companies 23.3% to 40.5%. The duration of the measures is five years. On October 28, 2021, the Ministry of Commerce issued Announcement No. 34 of 2021, deciding that Idemitsu Composite Materials Co., Ltd. would inherit the tax rates and other rights and obligations applicable to Idemitsu Kosan Co., Ltd. in the anti-dumping measures on polyphenylene sulfide. On October 14, 2022, the Ministry of Commerce issued Announcement No. 26 of 2022, deciding that HDC Polymers Co., Ltd. of South Korea would inherit the tax rates and other rights and obligations applicable to SK Chemicals Co., Ltd. in the anti-dumping measures on polyphenylene sulfide.

According to Business Society, during the 14th Five-Year Plan period, Pingdingshan plans to invest over 80 billion yuan in key nylon new material projects, aiming to achieve a production capacity of 1 million tons of caprolactam, 1 million tons of adipic acid, and 1 million tons of nylon 66 chips.

Korea raises anti-dumping duties on Chinese PET films. The Korean trade regulatory agency stated that Korea has increased the anti-dumping duties on imported polyethylene terephthalate (PET) films from two Chinese manufacturers and their affiliates, effective from November 20, citing the need to protect the market share of domestic enterprises in Korea.

On November 24, according to foreign media reports, Tesla CEO Elon Musk recently posted on social media that the company's AI5 chip is nearing the final design stage, and work has begun on the next-generation AI6 chip to be deployed in vehicles and data centers. The world's richest man stated, "Our goal is to achieve mass production of a new generation of AI chips every 12 months. The current onboard chip is the AI4 version, the AI5 is about to complete tape-out, and we have now initiated the development of AI6." In July this year, Samsung Electronics announced that it had secured a $16.5 billion contract to produce AI chips for Tesla. Musk revealed at the time that Samsung's new factory in Texas would be dedicated to the production of AI6 chips. "We expect the total number of chips produced will surpass that of all other AI chips combined," Musk emphasized, "This is no exaggeration."

Recently, Xenia, a company based in Vicenza, Italy, launched Xecarb PA12-CF-ST—a new carbon fiber reinforced thermoplastic filament for fused filament fabrication (FFF) and fused deposition modeling (FDM) 3D printing. This product uses PA12 (Nylon 12) as its base, offering high strength, excellent wear resistance, and low moisture absorption. Enhanced with 15% carbon fiber, it achieves outstanding mechanical properties, a lightweight feel, and remarkable dimensional stability. According to the company, Xenia's unique Super Tough (ST) upgrade technology significantly improves the material's impact resistance and elongation at break, allowing it to withstand impacts and mechanical stress while maintaining lightweight characteristics. The filament has a heat deflection temperature (HDT) of 150°C, ensuring reliable performance and precision for functional components, making it an ideal choice for 3D printing applications with stringent structural requirements.

News agency reports that on November 14, some investors haveLuxi ChemicalIs the company adding new production capacity for lithium iron phosphate? What is the annual production capacity? Regarding this,Luxi ChemicalOn November 19, it was stated on the investor interaction platform that the company's main products include polyols, caprolactam, nylon 6, organosilicon, formic acid, methylene chloride, methylamine, DMF, polycarbonate, etc., and do not involve lithium iron phosphate.

The Indian Chemicals and Petrochemicals Department has issued a notice to immediately revoke the BIS mandatory certification for the following 14 chemical products: Purified Terephthalic Acid (PTA), Monoethylene Glycol (MEG), 100% Polyester Spun Yarn (Grey and White), Polyester Industrial Yarn (IDY), Polyester Staple Fiber (PSF), Fully Drawn Yarn (FDY), Partially Oriented Yarn (POY), Injection and Extrusion Grade Polyethylene Materials, Acrylonitrile-Butadiene-Styrene Copolymer (ABS), Injection and Extrusion Grade Polypropylene (PP) Materials, Polyvinyl Chloride (PVC) Homopolymer, Ethylene-Vinyl Acetate Copolymer (EVA), and Polyurethane.Polycarbonate。

According to data from Qichacha, Jinhua Technology (600143) has announced an international patent application titled "A PMMA Composite Material and Its Preparation Method and Application," with the patent application number PCT/CN2025/079548 and an international publication date of November 6, 2025. Since the beginning of this year, Jinhua Technology has published 60 international patent applications, an increase of 3.45% compared to the same period last year. In conjunction with the company's 2025 mid-year financial report, it was noted that in the first half of this year, the company invested 1.293 billion yuan in research and development, a year-on-year increase of 34.56%.

Global chemical company Evonik and Chinese sports brand 361° jointly hosted the global launch preview of the second-generation Mass Balance low-carbon eco-friendly running shoe "Fei Ran 5" at the 8th China International Import Expo. This running shoe uses Evonik's VESTAMID® ECO E40 nylon 12 elastomer foam material, achieving a 70% reduction in carbon emissions. Evonik's VESTAMID® ECO E40 nylon 12 elastomer foam material utilizes a supercritical physical foaming process, combining lightweight characteristics, high rebound, and a flexible feel, significantly enhancing the athletic performance of runners. Additionally, core raw materials are extracted from waste materials such as old tires through a "mass balance approach" and chemical recycling technology, while renewable energy is used in the production process, resulting in approximately a 70% reduction in overall carbon emissions compared to traditional methods. VESTAMID® ECO E40 has been certified by a third party and achieves full-process digital traceability, creating a truly green closed-loop system.

According to foreign media reports, BASF's fuming sulfuric acid production facility at its site in Antwerp, Germany, has been damaged, leading the company to announce issues with the production of polyamide 6 and 6/6.6 base polymers (Ultramid).®The supply of B and Ultramid® C, caprolactam, and ammonium sulfate has been affected by force majeure. Both the Antwerp and Ludwigshafen production sites are impacted. A BASF spokesperson stated, "Structural damage was found in the fuming sulfuric acid production facility during routine maintenance." Production has currently been suspended, and repair work has begun. It is not clear when the plant will be able to resume production.

On November 5, Kaisheng New Materials stated on the interactive platform that its PEKK products have already been applied in various fields such as additive manufacturing, spraying, and military aerospace. Meanwhile, the company is closely tracking the development trends of lightweight special materials in the fields of electronic information, rehabilitation medical devices, and robotics, and is actively expanding its domestic and international markets.

On November 3, SABIC released its third-quarter financial report. The adjusted net income for this quarter was 698 million Saudi Riyals, an increase of 45% compared to the adjusted net income of 484 million Saudi Riyals in the previous quarter. The company's total sales for the third quarter reached 34.3 billion Saudi Riyals, with a sales volume of 11.68 million tons. In addition, the company achieved free cash flow of 3.86 billion Saudi Riyals in the first three quarters of this year, an increase of 81% year-on-year, fully reflecting the robustness of the company's operational performance and its leading position and competitive advantage in the global petrochemical industry.

On November 3, Evonik announced that its high-performance polymers business line in Shanghai...The trial production of the polyamide No. 2 reactor project has been successful. This project will enable Evonik to expand its long-chain polyamide production in Asia.Evonik has decided to expand its production capacity at the Shanghai multi-user site, aiming for production to start in December 2025. The new production line will focus on high-performance long-chain nylon, primarily serving the sports, renewable energy, and automotive industries to meet the growing demand for high-performance long-chain nylon from customers in Asia.

On October 16, 2025, Daicel Corporation (hereinafter referred to as "Daicel") and its wholly-owned subsidiary Polyplastics Co., Ltd. (hereinafter referred to as "Polyplastics") announced a group corporate restructuring plan, with the core content being Polyplastics.Engineering plasticsComprehensive integration of the sector. According to official disclosed information, this reorganization adopts the "acquisition and separation" model, with the key timeline set for April 1, 2026. Daisilu has clearly stated that the core goal of this engineering plastics sector integration is to maximize the value of the group enterprise.

QichachaThe APP shows that recently,Wanhua ChemicalPenglai High-Performance Materials Co., Ltd. was established with a registered capital of 400 million yuan. Its business scope includes the sale of new catalytic materials and additives; the sale of non-metallic minerals and products; research and development of new material technologies; and import and export of goods.QichachaThe equity penetration shows that the company is owned byWanhua ChemicalWholly owned (600309).

On October 7, 2025, the Mexican Ministry of Economy issued an announcement regarding finished and semi-finished products originating from China.PolycarbonateBoards (Spanish: láminas de policarbonato) madeAnti-dumpingPreliminary affirmative determination, a preliminary decision to impose provisional anti-dumping duties on the products involved. The rate for Jiangxi Polyrise Technology Co., Ltd. is USD 3.6502 per kilogram, while other manufacturers/exporters are subject to a rate of USD 3.6654 per kilogram. The TIGIE tariff codes for the products involved are 3916.90.91, 3920.61.01, 3921.19.91, and 3925.90.99. The measures will take effect from the day following the publication of the announcement and will be valid for four months. On February 14, 2025, Mexico initiated an anti-dumping investigation on finished and semi-finished polycarbonate sheets originating from China. The period of investigation for dumping is from June 1, 2023, to May 31, 2024, and the period of investigation for injury is from June 1, 2019, to May 31, 2024.