Recently, the Ministry of Ecology and Environment and other five departments jointly issued the "Announcement on Matters Concerning the Implementation of the National VI Emission Standards for Automobiles", confirming that from July 1, 2023, the 6B stage of the National VI Emission Standards will be fully implemented nationwide, and production will be prohibited , Import and sell vehicles that do not meet the 6B stage of the National VI emission standards. For some light-duty vehicle National VI B models whose actual driving pollutant emission test (that is, RDE test) report results are "monitoring only", a half-year sales transition period is given, and sales are allowed until December 31, 2023. The industry believes that there may be a wave of price cuts within a certain range in the auto market, but it is difficult to reach the level of price cuts in March.
How will the introduction of this policy affect my country's recycled plastics market?
From the perspective of production, driven by the carbon reduction policy, in order to meet the new emission standards, the lightweight of automobiles has become the mainstream of the industry, and the application of plastics in automobiles is also increasing, which means that it will benefit the recycled plastics market .
From the perspective of cost, the wave of price cuts in the auto market will lead to an increase in car sales, and the number of used cars and scrapped cars flowing into the second-hand market will increase. If used cars are to be resold, some interiors and parts will inevitably be replaced, while the original plastic products will be eliminated, which means that the amount of recycled plastics will increase. The increase in the supply of recycled plastics is equivalent to an increase in supply. From this perspective, the cost support of recycled plastics may weaken.
From the point of view of consumption, the weak sustainability of user demand is the main reason that restricts the market of plastics and recycled plastics from going negative. The release of the announcement on the implementation of the National VI of light-duty vehicles, in the early stage of implementation, is still mainly to digest the original inventory, and the sales increase due to price cuts is bound to offset the demand for automobiles in the future for a certain period of time, so it is reflected in demand expectations. It is still difficult to see the benefits.
On the whole, driven by the carbon reduction policy, the lightweight and weight reduction design of automobiles has gradually become a development trend. From July 1, 2023, the proportion of plastics and recycled plastics in the materials used in new cars launched after July 1, 2023 may show an upward trend, and with the increase in the recycling rate of plastics, the recycling of waste car plastics can not only save oil resources, but also Help to solve the problem of environmental pollution.
However, in April 2023, after running in the expansion range for three consecutive months, China's manufacturing purchasing managers' index returned to below the line of prosperity and decline again. In the weak double squeeze, it is difficult for the market to rebound in the short term and have a trend reversal.
Therefore, although the announcement of the implementation of the National VI of light-duty vehicles has a considerable future impact on the relevant plastics market, the short-term driving force for market demand is still weak, and the attitude of the industry is hardly optimistic. Actively seek transactions to digest inventory, and the pressure on shipments in the second quarter showed an increasing trend. (Zhong Hua)
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