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In 2020, the National Development and Reform Commission and the Ministry of Ecology and Environment issued the "Opinions on Further Strengthening the Control of Plastic Pollution".
The ban on plastics is divided into three time periods of 2020, 2022 and 2025, which clarifies the stages of strengthening the control of plastic pollution.
The scope and intensity of the ban on plastic products far exceed the previous plastic restriction orders
.
In addition, the Law on the Prevention and Control of Environmental Pollution by Solid Waste (2020 Revision), which was implemented on September 1, 2020, will also regulate the use of single-use plastic products, paving the way for the application of degradable plastic products
.
On January 1, 2021, the strictest "plastic restriction order" in China's history, "Opinions on Further Strengthening the Control of Plastic Pollution", officially took effect nationwide
.
Degradable plastic market has a demand of more than 20 billion US dollars
Paper straws, wooden tableware, degradable plastic bags.
.
.
Since the official implementation of the ban on plastics in January this year, various alternatives to traditional plastic products have begun to circulate widely in the market
.
From "plastic restriction" to "plastic ban", policies are promoting the penetration of degradable plastics to further accelerate.
The implementation of this ban has also spawned a large demand for degradable straws, among which degradable plastics with lower cost and better experience The product has become the new darling of the market and ushered in a blowout
.
China is the world's largest plastic consumer, with plastic consumption accounting for 15% of the world's total
.
In the future, China's biodegradable plastics market has broad prospects, the industry's development can be expected, and the performance of related biodegradable plastics enterprises will surely be released
.
The fiery heat of degradable products is rapidly transmitted to the upstream degradable raw material market, among which the main raw materials PLA, PBS, PBAT, etc.
are all in short supply, causing a price increase of 20% to 30%; the industry said, taking PBAT as an example, in November 2020 At that time, the price was 19,000 yuan to 20,000 yuan / ton, and now the market price has exceeded 28,000 yuan / ton
.
With the efforts of both policies and markets, the market space for the degradable plastics industry is huge, so new entrants are also pouring
in.
According to the data of Tianyancha Professional Edition, there are nearly 8,400 biodegradable-related enterprises whose business scope includes "biodegradation, photodegradation, chemical degradation, and degradability", and the status is in operation, in existence, in or out
.
Among them, nearly 2,300 biodegradable-related companies will be added in 2020, a year-on-year increase of 38%
.
According to the current development trend, it is foreseeable that after the production capacity of many enterprises and projects is put into operation, the market supply and demand will be eased, and the relevant prices will quickly return to the rational range
.
Degradable plastic concept stocks explode under the ban on plastic
At present, the market is optimistic about the future development of the degradable plastics industry.
According to statistics, there are 13 companies with overweight ratings given by securities companies in the past 30 days.
Among them, Huafeng Chemical, the most recommended, was recommended 12 times, and Lianhong Xinke, GEM and Red Avenue New Materials have also been recommended more than 3 times
.
With the introduction and implementation of the ban on plastics, companies related to degradable plastics have gained widespread attention in the secondary market
.
The data shows that since the "degradable plastic" sector appeared on January 20, 2020, the relevant index has risen by about 38% by January 25, 2021
.
Since entering 2021, as of January 29, the degradable plastics index has increased by 2.
74% during the year, outperforming the Shanghai Composite Index by 2.
45 percentage points during the same period, and the monthly turnover has reached 275.
3 billion yuan, an increase of 51.
18% compared with December last year
.
Since the beginning of this year, the individual stocks of Lianhong Xinke have risen by more than 80%, Kingfa Technology has risen by more than 60%, the stock price has hit the highest record in the past ten years, Huafeng Chemical has risen by more than 45%, Hengli Petrochemical has risen by about 40%, COFCO Technology, Danhua Technology, *ST Zhaoxin and other stocks also rose by more than 20% during the period
.
In terms of market performance, on February 1, degradable plastics concept stocks continued to strengthen.
As of noon, Jushi Chemical (688669-CN) rose more than 14%, Changhong High-tech (605008-CN), Guanhao High-tech (600433-CN) , Danhua Technology (600844-CN) rose 10% to seal the daily limit, Ruifeng High-tech (300243-CN), Tongcheng New Materials (603650-CN), Kingfa Technology (600143-CN) rose more than 8%, Wanhua Chemical ( 600309-CN), Yangnong Chemical (600486-CN), Jindan Technology (300829-CN), Meirui New Materials (300848-CN) rose more than 6%, Hengli Petrochemical (600346-CN), COFCO Technology (000930) -CN) and so on rose more than 5%
.
Shenwan Hongyuan said that the domestic market of degradable plastics has a broad alternative space, and PBAT and PLA are relatively cost-effective, and are expected to benefit from the expansion of demand first
.
In the eight fields of biodegradable plastics, PBAT and PLA are the most similar in performance to traditional plastics.
They can be mixed to further improve performance.
At the same time, the price is relatively close to the people, and the technology of the two major products is relatively mature.
They will be the main products for domestic production capacity in the future.
The production capacity of PLA is at the level of one million tons.
Large-scale production is expected to further reduce costs, benefit product promotion, and is expected to take the lead in benefiting from demand expansion
.
In addition, the temporary shortage of products such as PBAT and PLA leads to strong product premium capability and considerable profitability.
In the short term, the progress of PBAT capacity construction and the progress of technology digestion after PLA technology breakthrough will become the key for companies to enjoy the product premium window period.
In the medium and long term, we will focus on the sustainability of policies and the ability of companies to reduce costs
.
Chinanews.
com, February 3.
Comprehensive report.
On February 2, local time, the US e-commerce giant Amazon announced that Jeff Bezos (Jeff Bezos) will no longer serve as the company's chief executive officer (CEO) in the third quarter of this year.
, the company AWS (Amazon Web Services) CEO Andy Jassy (Andy Jassy) will take over his role, Bezos will become the executive chairman of Amazon's board of directors
.
Bezos said he will continue to work on important Amazon projects, but will spend more time focusing on projects such as the Bezos Earth Fund, space company Blue Origin, The Washington Post and the Amazon Day 1 Fund.
operation
.
Bezos has been the world's richest man since 2017, with a personal fortune of $182 billion as of December 2020
.
Elon Musk replaced Bezos as the world's richest man after Tesla's stock surged in January
.
However, as of 7:00 on February 3, Beijing time, according to the latest real-time data of the Forbes Global Rich List, Bezos’ personal wealth rose to $196.
2 billion, surpassing Musk and once again becoming the world’s richest man
.
