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Original title: The Office of the State Council proposes to accelerate the ecological transformation of express packaging, and the industry has a wide scope for development (with actions) 丨 Bull Bear Eye
The three-pronged approach of policy + standards + implementation measures is optimistic that the national goal of banning and restricting plastics will be achieved on schedule, and the degradable plastics industry will usher in rapid development opportunities.
On December 14, according to the Chinese government website, the General Office of the State Council sent a notice from the National Development and Reform Commission and other departments on the acceleration of the green transformation of express packaging.
The opinion proposes that by 2025, the field of express packaging will fully establish laws, standards and policy systems that are compatible with the green concept, and will form a long-term governance mechanism that runs through the entire chain of production, use, recycling and elimination of express packaging; e-commerce express mail will basically not go through. After the second packaging, the recyclable express packaging application scale reached 10 million There has been significant progress in the development of new business models and formats for packaging reduction and green recycling, and express packaging has basically achieved a green transformation.
The views call for mandatory national standards on the safety of express packaging materials to be promptly formulated and the binding force of the standards enhanced. Set and improve standards in key areas such as recyclable express packaging, integrated product packaging and express packaging, qualified packaging procurement management, and green packaging certification. Study and formulate labeling standards for degradable materials and packaging products, further improve the standards for degradable express packaging, and accelerate the implementation of the green product certification for express packaging and the labeling system for degradable packaging products. Open a green channel to improve the efficiency of standards formulation and review.
Intensive publication of policy documents
In fact, since the beginning of the year, these documents have been published intensively:
In January of this year, the National Development and Reform Commission and the Ministry of Ecology and Environment jointly issued “Opinions on a further strengthening of the treatment of plastic pollution”, which clearly established that the production, sale and use of Some plastic products will be banned and restricted in an orderly manner and alternative products will be actively promoted.
In July, the nine departments issued the “Notice on Strong Promotion of Plastic Pollution Control”, which calls for further implementation of territorial management responsibilities.
In August, Hebei issued the “Implementation Plan to further strengthen the treatment of plastic pollution.” By the end of 2020, Shijiazhuang City, Chengde City and other places ban the use of non-degradable plastic bags.
In the same month, Jiangsu issued the “Implementation Opinions on Further Strengthening the Treatment of Plastic Pollution”, clarifying that by 2022, the province’s consumption of disposable plastic products will be significantly reduced and alternative products will be promoted.
In September, Guangdong Province’s “Implementation Opinions on Further Strengthening Plastic Pollution Control” began to be implemented, clarifying that by the end of 2020, non-degradable plastic bags will be banned in Guangzhou and Shenzhen.
In November, Beijing publicly solicited opinions on the “ten plastic restrictions” and proposed that by 2022 the plastic pollution control policy and the Beijing standard system be initially established.
At the end of November, the Ministry of Commerce issued the Measures to Report the Use and Recycling of Disposable Plastic Products in the Commercial Field (for Test Implementation), encouraging suppliers of alternative environmentally friendly products to report the production of degradable plastic raw materials, degradable plastic products and other environmentally friendly alternative products in accordance with the regulations. And sales.
In December, Hainan Province officially banned disposable non-degradable plastic products, such as disposable non-degradable plastic bags and plastic tableware.
The industry will usher in rapid development opportunities
Tianfeng ValuesIt is noted that the three-fold approach of policy + standard + implementation measures is optimistic that the national goal of banning and limiting plastics will be achieved on schedule, and the degradable plastics industry will usher in rapid development opportunities. Recommend pay attention to the industry standard PLAJindan technology, Industry standard PBATKingfa technology、Ruifeng gaocai、New material from Tongcheng。
Guosen ValuesAccording to the research report, according to calculations, the four key application areas of disposable tableware, disposable plastic bags, agricultural mulch films and plastic packaging films have a total potential demand of 10.17 million tons. The global penetration rate of biodegradable plastics is generally less than 3%, while the penetration rate in China is only 0.62%. At the same time, national industries have advantages in production capacity and are currently in a cycle of expansion.
In terms of configuration, Tianfeng Securities Research reported that with the development of technology, the future utilization of raw materials will increase, which is expected to promote the cost reduction of PBAT degradable plastic.
(1) It is recommended to focus on companies that have a strong technical foundation and are expected to achieve improvements in raw material utilization and industrial automation through technological iterations in the future.Kingfa Technology, New Tongcheng Material；
(2) Open upstream and downstream of the industrial chain and have the advantage of raw material priceHengli Petrochemical、Huafeng Spandex；
(3) Companies with a high level of downstream development and higher capacity utilization in the futureKingfa Technology, New Tongcheng Material。
Sina Statement: This news is a reprint of Sina Cooperative Media Posting this article on Sina.com for the purpose of conveying more information does not mean that I agree with their views or confirm their description. The content of the article is for reference only and does not constitute investment advice. Investors trade accordingly at their own risk.
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