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Original title: “Plastic Restraining Orders” Intensively Promulgated, The Concept of Degradable Plastics Is On Fire, and This Sector Is Gaining Momentum Industry Outlets
Recently, a news item from the Ministry of Commerce detonated the market for biodegradable plastics.
On November 30, the Ministry of Commerce issued the “Use and recycling of disposable plastic products in the commercial fieldreport(Trial) measures “to encourage the replacement of environmental protectionproductproviderReport the production and sale of biodegradable plastic raw materials, biodegradable plastic products and other alternative products that are friendly to the environment in accordance with the provisions of these Measures.
In the disc, the sector of biodegradable plastics is strong. At the close of yesterday,Jindan TechnologyUp more than 13%,Danhua TechnologyDaily limit of one word,Ruifeng gaocaiUp more than 9%,Yutong Technology、Efan Pharmacist、Mogao ActionsSoaring.
Based on the performance of individual stocks, the leaderDanhua TechnologyThe daily limit for two consecutive days, secondary market data showed that the shares received a net purchase of 13.93 million yuan, and the first commercial department of Huaxin Securities bought 8 million yuan.CITIC valuesA sales department sold 1.38 million yuan.
It should be noted that the popularity of the biodegradable plastics sector was not just yesterday, the sector has seen a round of ascent since mid-August this year. Since October of this year, the sector has renewed its strength, and until yesterday it has risen more than 5%.
Intensively Introduced “Plastic Restraining Orders”, Degradable Plastics Will Receive Nearly 2 Million Tons Of Replacement Space
Since the beginning of the year, documents on the treatment of plastic pollution have been intensively issued. Currently, about 30 provinces and cities have issued “plastic limit orders.”
In January of this year, the National Development and Reform Commission and the Ministry of Ecology and Environment jointly issued the “On further strengthening the control of plastic pollution”opinion”, Clearly stated that the production, sale and use of some plastic products will be prohibited and restricted in an orderly manner, and alternative products will be actively promoted.
In July, nine departments, including the National Development and Reform Commission, issued “Opinions on Further Strengthening Plastic Pollution Control” to further implement territorial management responsibilities.
In August, Hebei issued the “Implementation Plan to further strengthen the treatment of plastic pollution.” In late 2020, Shijiazhuang City, Chengde City and other places banned 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 disposable plastic productsconsumptionThe quantity has been significantly reduced and alternative products have been promoted.
In September, the Guangdong Province “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 the plastic pollution control policy and the Beijing standard system be initially established by 2022.
In December, Hainan Province officially banned disposable non-degradable plastic products such as disposable non-degradable plastic bags and plastic tableware.
Haitong ValuesInvestigation reportIt is noted that after the release of the Opinions of the Development and Reform Commission, plasticsConsumptionIt will reduce approximately 100,000 tons, 1.6 million tons and 300,000 tons respectively. The three scenarios will provide nearly 2 million tons of alternative space for degradable plastics. In 2018, the consumption of biodegradable plastics in China was only 42,000 tonnes and there is a wide room for growth.
In terms of locationTianfeng ValuesAccording to the research report, as the technology develops, the futureRaw MaterialsHigher level of utilization is expected to promote degradable PBAT plasticcostdecrease.
(1) It is recommended to pay attention to the solid technical foundation. In the future, it is expected to reach the level of utilization of raw materials andindustryGreater automationthe companyKingfa technology、New material from Tongcheng；
(2) PassIndustrial chainUpstream and downstream, with raw materialspriceDominantHengli Petrochemical、Huafeng Spandex；
(3) DownstreammarketHigh level of development, the futureUsabilityTop companyKingfa technology、New material from Tongcheng。
In addition to biodegradable plastics, this industry is also gaining ground
In a document issued yesterday by the Ministry of Commerce, it was mentioned that alternative environmentally friendly products include paper bags, recyclable cloth bags, baskets and biodegradable plastic products. As paper packaging is recyclable, ecological and economical, it is expected to be carried out in this process.market sharePromote.
From a disc performance perspective, the papermaking sector has shown an upward trend since November and has increased by more than 11% as of yesterday. At the close of yesterday, the sector rose slightly.Wuzhou special paper、Sun paperUp more than 3%,Bohui paperIt went up more than 2%.
Guojin ValuesIt is noted that according to the current technical level, the production cost of degradable plastics is relatively high, and it is difficult to replace the non-degradable plastics that are currently used in large quantities in a short time. Although the eco-friendly cloth bag can be used repeatedly, it is not convenient and has limited application scenarios. Compared to the other tworeplaceNot only are paper products cheap, but they also deteriorate easily, and wood consumption can be saved by recycling paper products. In general, paper products are currently the best substitute for plastic products.
MerchantsAccording to a strategic research document, the first phase of the plastic restriction and banning tasks will be completed by the end of 2020.dealThe Federation revealed that the annual consumption of disposable plastic bags, disposable plastic straws and disposable plastic cutlery in the relevant regional retail and catering sectors covered by the tiered targets at the end of this year is about 300,000 tonnes. term, disposable tableware will be replaced by paper tableware, and demand from the paper industry will increase significantly. It is recommended to pay attention toinvestmentopportunity.
In terms of locationHuatai ValuesIt is believed that with the gradual advancement of the new version of the plastic restriction policy, paper bags and cardboard for green food will become more ideal alternative materials for green catering packaging, and the demand is expected to continue to increase. .It is recommended to pay attention to paper making with cardboard production capacity.companySun paper、Bohui paperAnd packaging companies that implement eco-friendly packaging in advanceJihong Stock、Yutong Technology。
(Source: China Business News)
(Responsible editor: DF524)
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