The outer packaging of the express shipment you receive will change. Green packaging will drive a major industry transformation_Sina Finance_Sina.com



[ad_1]

Sina Finance’s annual grand presentation, launch an annual strategy meeting, invite more than 200 Golden Unicorn analysts and more than 50 prominent fund managers to the livestream, to create a “star lineup” for investors and comprehensively analyze the opportunities and risks of A shares in 2021.Watch now


For stocks, see Golden Unicorn’s Authorized, Professional, Timely, and Comprehensive Analyst Research Report to help you seize potential thematic opportunities.

The outer packaging of the express shipment you received will be modified! Green packaging will drive the transformation of the industry

At this time, the General Office of the State Council sent the “Notice on the acceleration of the ecological transformation of express packaging” from the National Development and Reform Commission and other departments.

The notice proposes that by 2025, e-commerce express mail will basically no longer be repackaged, and the scale of recyclable express packaging applications will reach 10 million, and the use of non-degradable plastic packaging bags and plastic bags Disposable woven fabrics will be gradually stopped, and the use of non-degradable plastic bags will be reduced. Plastic tape.

In this regard, experts said that the future of environmentally friendly and environmentally friendly biodegradable materials opens.

Say “no” to secondary packaging

The reporter noted that one of the key policy points is saying “no” to secondary packaging.

According to the requirements of the notice, by the year 2022, the legal and regulatory system in the field of express packaging will be further improved, and basically an incentive and restriction mechanism will be formed for the governance of express packaging; Mandatory national standards for the safety of express packaging materials will be formulated and implemented, and a unified, standardized and effective express delivery green will be established. Standard packaging system; a standardized management of e-commerce and express delivery is generally applied. The proportion of e-commerce express mail that is no longer repackaged has reached 85%, the scale of recyclable express packaging applications has reached 7 million, and the level of standardization, greening and recycling of express packaging has significantly improved .

The notice 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 container, the scale of application of recyclable express packaging reached 10 million, significant progress has been made in the development of new models and new business formats for reducing packaging and ecological recycling, and express packaging has basically achieved an ecological transformation.

Looking back, on July 21 this year, the State Post Office and the National Development and Reform Commission held a symposium on accelerating the green transformation of express packaging in Beijing. The meeting was attended by relevant personnel from SF Express, Zhongtong, Shentong, YTO, Yunda, JD, Suning, Debang, Cainiao and other companies. The relevant person in charge of the State Post Office pointed out that the acceleration of the green transformation of express packaging is due to the green and high-quality development of the industry, and it is an extremely important task facing the industry, upstream and downstream. , and related departments.

The meeting presented the following four requirements for the green transformation of express packaging: First, comprehensively promote the green governance of the industry. Major shipping companies must strictly adhere to relevant laws and regulations and seriously implement various tasks for green governance. The second is to accelerate the promotion of coordinated upstream and downstream governance. The third is to continue to drive deep integration of industry, university and research. Fourth, actively promote the application of recyclable express packaging.

It is also understood that the postal system has taken the lead and is expected to complete project “9792” before the end of the year. That is, the “thin ribbon” packaging ratio will reach 90%, the e-commerce express mail repackaging ratio will reach 70%, and the utilization ratio of transit bags in circulation will reach 90%, adding 20,000 points. of express postal sales with standard packaging waste recycling devices.

Biodegradable materials welcome the opening of the blue ocean

The notice also noted that to strengthen the green governance of express packaging, the first to bear the brunt is “promoting reduction of the source of express packaging materials.” That is, strengthen the treatment of plastic pollution in the express delivery sector, promote the phasing out of the use of non-degradable plastic packaging bags and disposable plastic woven bags in key areas, and reduce the use of plastic tapes not degradable.

This means that the blue ocean of degradable materials that are green and environmentally friendly will open up in the future. Xue Tao, executive director of the E20 Research Institute, said in an interview with a Shanghai Securities News reporter that the aforementioned documents, on the one hand, propose reductions at the source, on the other hand, emphasize recycling and encourage the use of recycled materials. In general, it is good for new material companies, such as biodegradable plastics. At the same time, green express packaging is the starting point to form a link with the green development of the upstream and downstream of the industrial chain.

  CITIC valuesIt is believed that the national degradable plastics industry will enter a period of rapid development with the rise of relevant policies such as the green transformation of express packaging and the ban on plastics.Changhong Hi-TechWaiting for the company. On the same day, the prices of shares of related companies also rose.

Under the neutral assumption, “we predict that by 2025, domestic demand for degradable plastics will reach 2.13 million tons and the long-term replacement scale will exceed 5 million tons. Among degradable plastics, it is expected to obtain new alternative materials with excellent performance and controllable costs. Opportunities for rapid volume increase, related products are expected to rapidly increase volume in the future. “

China expresses turnover this year

Expected to exceed 80 billion pieces

The annual express delivery business volume in China is forecast to exceed 80 billion pieces by 2020. Tracking data from the State Post Office shows that, as of November 16, the annual express delivery business volume China exceeded 70 billion pieces for the first time.

Between them, in the nearly three months of September, October and November, express delivery business volume achieved a “triple jump” from 50 billion to 60 billion to 70 billion. Among them, the express business volume in the first 10 months of this year exceeded the total volume of last year.

According to statistics, from January to October this year, the postal industry’s total business volume reached 1,633.64 billion yuan, an increase of 28.4%; of which, the express delivery business volume completed 64.38 billion pieces, an increase of 29.6%, surpassing the whole of 2019 (63.52 billion pieces). On November 11, a total of 675 million urgent emails were processed, a year-on-year increase of 26.16% and a record.

Scan the QR code to receive account opening benefits!


Sina Statement: This news is a reprint of Sina Cooperative Media. Posting this article on Sina.com is for the purpose of conveying further information and 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.

Massive information, accurate interpretation, all in the Sina Finance APP

Editor in charge: Chen Zhijie

[ad_2]