Chem366—
Good policy
JanuaryThe most stringent “Plastic Restriction Order” was implemented in January, and a degradable plastic factory in Ningbo has ordered orders until the end of the year…, It coincides with the goals of “carbon neutrality” and “carbon peak” proposed by General Secretary Xi Jinping. It can be seen thatenvironmental governance, greenThe concept has been greatly valued , and implemented in the national policy.
Under the plastic restriction policy,PBAT (thermoplastic Biodegradable plastics) ushered in the wind. PBATIndustrial production is accelerating, according to the statistics of Tiantian Chemical Network,2020The domestic majorPBAT The existing production capacity of the production company36.7 10,000 tons, planned in the next three years and above >Capacity50710,000 tons, the market prospect is bright. However, during the period of rapid development of PBAT, it encountered multiple challenges.
Multiple challenges
1.Supply side – raw materialBDO has risen sharply, and the production progress is difficult to meet expectations.
In an interview, Mu Bin, President of Plastic Net, said:“ The supply of raw materials is in short supply and the price is too high is currently the biggest problem plaguing the industry“. After the start of work, the production capacity of raw materials BDO is insufficient and the price has risen sharply. The market is in short supply and it is difficult to Find the goods, which will delay for manufacturersPBATPBATThe progress of production. AndBDOhigh price restrainsPBATManufacturers are waiting to see the market and just need to replenish. SubsequentPBATGood industrial chain development still needs government policy implementation, if the plastic restriction policy Failure to get better implementation will put pressure on the production enterprises.
2.Demand side ——The high price of degradable plastics suppresses end demand
Compared to existing non-degradable materials,PBATThe cost of degradable materials such as PBATmarket price is not degradable plasticPE3 about twice as much, which to a certain extent restrains the terminal demand, and there is a demand for price cuts in the downstream of the terminal. A plastic manufacturing company in Qingdao said: “The price has risen so much that it cannot be produced. Customers only order traditional plastic straws, and we have stopped the production of fully degradable straws.” But as far as the current market is concerned, it will take some time for the price of PBAT to come down , In a short time, the price will remain at a high level.
3. Market Competition——PBATThe technical barriers of the products are not high, and after the enterprises have put into production one after another, they will face certain market competition.
PBATThe barriers to production technology are not high, and there are already 30A number of enterprises have been put into production one after another. With the launch of a large number of new production capacity, PBATThe market is facing greater competition, and profit margins shrink as competition increases.
future expectations
On the road of green environmental protection and environmental governance, no matter how many challenges we encounter, the concept of environmental protection will not waver! China Circular Economy Association stated that this is aMarket LawThe process:Favourable policies, influx of capital, tight supply, raising the market, mature industries, healthy development , cost reduction, benefit harvest. Therefore, in the face of multiple challenges at present, the current situation is a temporary stage, in the early stage of the market law, follow-up countries and markets should adjust, guide the industry, avoid vicious competition, and promote the healthy development of the industrial chain , to reach a consensus on the industry chain.
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