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Summary
[¡Arranque de armas para la “prohibición de los plásticos” en muchos lugares! La plataforma interactiva de las empresas que cotizan en bolsa está ocupada respondiendo al reemplazo de plásticos degradables a barlovento]The “plastic ban” has pushed degradable alternatives to the new wind. As of September 1, 24 provinces, municipalities and autonomous regions across the country have successively introduced implementation plans for the control of plastic pollution. Under the new trend of alternatives, listed companies have begun to actively deploy related production capacity. According to statistics, currently 36 companies have degradable plastics projects under construction or planned, and the new capacity totals 4,405 million tons, which is 7 times the existing capacity. (China Securities Journal)
The “plastic ban” has pushed degradable alternatives to the new air.
Actually,Starbucks、McDonald’s, Hi Tea and many well-known chain restaurantsBrandThe use of plastic straws has been gradually reduced and instead they have used paper straws or direct lids for glasses made of degradable materials.
In response to the “Regarding a greater strengthening of the control of plastic pollution” issued by the National Development and Reform Commission and the Ministry of Ecology and Environmentopinion“(Called” Plastic Prohibition Order “) called,As of September 1, 24 provinces, municipalities and autonomous regions across the country have successively introduced implementation plans for the control of plastic pollution.
Under the new trend of alternatives, listedthe companyBegin to actively implement related production capacity. According to statistics, currently 36 companies have degradable plastics projects under construction or planned, and the new capacity totals 4,405 million tons, which is 7 times the existing capacity.
Responding to the “plastic ban” policy
Multiple implementation plans
On January 19, the National Development and Reform Commission and the Ministry of Ecology and Environment issued the “Opinions on further strengthening the treatment of plastic pollution” (the “Opinions”). The “Rulings” indicated that by the end of 2020, it will take the lead in certain areas and areas. Ban and restrict the production, sale and use of some plastic products. By the end of 2022, the consumption of disposable plastic products will be significantly reduced.productBe promoted.
On July 17, the National Development and Reform Commission and 9 other departments jointly issued the “Regarding the Solid Promotion of Plastic Pollution Controljobs“Notice” (called “Notice”), clarifies the “timetable” for the control of plastic pollution. The “Notice” requires that before the end of August,Motive quotientSupermarkets, bazaarsmarketSpecial police inspections on the promotion of plastic bans and restrictions in key areas such as the catering industry; Before the end of the year, a joint special operation for the supervision and inspection of plastic pollution control will be carried out, and a joint supervision will be carried out by ministries and commissions on the formulation of implementation plans, promotion of work and monitoring of law enforcement in various regions.
On March 23, Hainan Province took the initiative to publish a list of prohibitions on the production, sale and use of disposable non-degradable plastic products, to be implemented on December 1 of this year. Among them, the types and forms of non-degradable plastics products are clarified, and all kinds of non-biodegradable polymeric materials are especially emphasized.
As of September 1, 24 provinces, cities and autonomous regions, including Beijing, Shandong, Henan, Sichuan and Shaanxi, have successively introduced implementation plans for the control of plastic pollution.
According to the competent head of the National Development and Reform Commission, the new version of the plastic restriction order will follow the principle of “prohibiting a batch, replacing a batch with recycling and standardizing a batch”, and will be divided into three periods of time: 2020, 2022 and 2025 to clearly strengthen plastic pollution. Mission objectives in phases.
Listed companyinteractiveBusy platform response
Due to the performance and environmental protection of degradable plastics close to ordinary plastics, the industry predicts that it will become the preferred alternative material.Western China ValuesIt is estimated that by 2025, China’s biodegradable plastics market will reach 35.8 billion yuan, which is an emerging market from scratch.
Zhuo Chuang InformationAnalystCao Hui told Zhongzheng Jun that, based on the current estimated annual use of 4 million tons of disposable plastic bags and take-out packaging, plus the replacement of express delivery services, plastic products that can be replaced in the future represent approximately Approximately 6% -10%, the magnitude level is approximately 7 million tons. Among them, the replacement of degradable plastics will be mainly in disposable plastic products, including disposable plastic bags, disposable tableware lunch boxes to go, packaging, etc. The replacement amount can be close to 60%, around 4 million tons.
At the same time, manufacturers of biodegradable plastic raw materials and products are also gaining momentum. August 11Kingfa technologyThe semi-annual report shows that in the first half of 2020,Kingfa technologyAchieved 16.93 billion in revenueRMB，Year with yearUp to 37.17%;Net profit2.41 billion yuan, an increase of 373.27% year-on-year. In the first half of the year, sales of fully biodegradable plastics in the domestic and foreign markets increased steadily, with a sales volume of 31,400 tons, an increase of 49.28% year-on-year.
Kingfa technologyAccording to the interactive platform, the company’s fully biodegradable plastics currently have a synthetic production capacity of 60,000 tons, and the company will add new production capacity in due course in accordance with market promotion and policy changes.
Image source: Interactive Easy Platform
On the night of August 25Ruifeng gaocaiadOn August 24, the company received the approval opinion issued by the Zibo City Ecological Environment Office, agreeing to the annual production of 60,000 tons of biodegradable polymeric material from the PBAT project, according to the request.Art, Scale, location and contamination prevention measures.Ruifeng gaocaiHe said the company will actively promote the related work and strive to enter the construction phase in mid-September 2020.
Image source:Company announcement
Crane ActionsHe said that in response to the country’s latest “plastic ban,” the company is actively promoting eco-friendly paper-based products.Packing materialsproduct.
Image source: Interactive Easy Platform
In addition to Jinfa technology,Ruifeng gaocaiExterior,New material from Tongcheng、Dawn Actions、Jindan Technology、Wanhua ChemicalAnd other listed companies are also deploying related production capacity. At the same time, facinginvestmentMany publicly listed companies responded on the interactive platform to the question posed by the author. The company is not involved in the “plastic ban” business.
August 31New open sourceIn response to inquiries from investors,The “plastic ban” landed on the companyPerformanceWithout impact, the company does not involve related businesses.
Image source: Interactive Easy Platform
Fosu technologyHe also responded to investors that the company did not manufacture plastic products prohibited by the plastic restraining order. The plastic restraining order will not affect the company.
Image source: Interactive Easy Platform
High rise of the biodegradable plastics industry
Huaan ValuesThe analysis noted that China’s degradable plasticsMarket spacehuge. The implementation of the plastics ban leads to the rapid increase in the substitution rate of degradable plastics. The agency waitsBy 2025,Market demandThe quantity can reach 2.38 million tons and the market size can reach 47.7 billion yuan; By 2030, the demand is expected to reach 4.28 million tons and the market size can reach 85.5 billion yuan.
according toHuaan ValuesAccording to statistics, currently 36 companies have biodegradable plastics projects under construction or planned, and the new capacity totals 4.405 million tons, which is 7 times the existing capacity. The following table shows the disposition of the biodegradable plastic production capacity of some listed companies:
According to data from Tianyan Check, so far, China’s trade scope is related to degradable materials.businessA total of 3358 companies. Among them, the number of related new companies in 2019 reached 514, with an annual growth rate of 15.05%, which was the year with the highest number of registrations and the fastest growth rate for companies related to degradable materials in China. It should be noted that as of July 1 of this year,Business registrationPrevail,There are 255 new companies related to biodegradable materials in China, a year-on-year increase of about 23%.
(Source: China Securities Journal)
(Responsible editor: DF526)
I solemnly declare: The purpose of this information is to spread more information, and it has nothing to do with this booth.
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