Ukubonwa kwemboni | Amanani we-PLA ahlala ephezulu ngenxa yamapulasitiki aqhumayo, i-lactide eluhlaza ingagxila ekuncintisaneni embonini ye-PLA

I-PLA kunzima ukuyithola, futhi izinkampani ezinjengeLevima, Huitong ne-GEM zikhulisa ukukhiqiza ngenkuthalo. Ngokuzayo, izinkampani ezisebenzisa ubuchwepheshe be-lactide zizokwenza inzuzo ephelele. UZhejiang Hisun, Jindan Technology, kanye neCOFCO Technology bazogxila ekuhlelweni.

Ngokusho kwe-Financial Association (uJinan, intatheli uFang Yanbo), ngokuthuthuka kwecebo elikabili lokhabhoni kanye nokuqaliswa kokuvinjelwa kwepulasitiki, oplastikhi bendabuko baye baphela kancane kancane emakethe, isidingo sezinto ezonakaliswayo sikhule ngokushesha, futhi imikhiqizo iyaqhubeka nokushoda. Umuntu omkhulu osezimbonini eShandong utshele intatheli ye-Cailian News ukuthi, “Njengoba kunezinzuzo zokukhishwa kwekhabhoni ephansi kanye nokuvikelwa kwemvelo, amathuba emakethe wezinto ezonakaliswayo abanzi kakhulu. Phakathi kwabo, izinto zokubola ezibolwayo ezimelwe yi-PLA (polylactic acid) kulindeleke ukuthi zehle. Izinzuzo ngejubane, umkhawulo wemboni kanye nobuchwepheshe bokukhiqiza yizona zokuqala ukuphula umdlalo. ”

Intatheli evela kwiCailian News Agency ixoxe nezinkampani eziningi ezisohlwini yathola ukuthi isidingo samanje sePLA siyakhula. Njengoba ukunikezwa kwamanje kushoda, intengo yemakethe ye-PLA ibilokhu inyuka yonke indlela, futhi kusenzima ukuthola. Njengamanje, intengo yemakethe ye-PLA inyukele kuma-yuan / ton angama-40,000, futhi abahlaziyi babikezela ukuthi intengo yemikhiqizo ye-PLA izohlala iphezulu esikhathini esifushane.

Ngaphezu kwalokho, imithombo yezimboni eshiwo ngenhla ithe ngenxa yobunzima obuthile bezobuchwepheshe ekukhiqizeni i-PLA, ikakhulukazi ukungabi bikho kwezixazululo zezimboni ezisebenzayo zobuchwepheshe bokuhlanganiswa kwe-lactide ephezulu eluhlaza, izinkampani ezingavula lonke ubuchwepheshe bezimboni I-PLA kulindeleke ukuthi yabelane ngezinzuzo eziningi zeMboni.

Isidingo sezinto ze-PLA siyachuma

I-Polylactic acid (i-PLA) ibizwa nangokuthi i-polylactide. Luhlobo olusha lwezinto ezisuselwa ku-bio ezikhiqizwa yi-dehydration polymerization ye-lactic acid njenge-monomer. Inezinzuzo ze-biodegradability enhle, ukuzinza okushisayo, ukumelana ne-solvent kanye nokucubungula okulula. Isetshenziswa kabanzi ekupakisheni nasetafuleni, ekwelashweni nokunakekelwa komuntu siqu. , Imikhiqizo yamafilimu neminye imikhakha.

Njengamanje, isidingo somhlaba wonke samapulasitiki owonakele sikhula ngokushesha. Ngokwenza "umkhawulo wepulasitiki" kanye "nokuvinjelwa kwepulasitiki" emhlabeni, kulindeleke ukuthi amathani angaphezu kwezigidi eziyi-10 emikhiqizo yepulasitiki izothathelwa indawo yizinto ezonakaliswayo ngo-2021-2025.

Njengokuhlukahluka okubalulekile okubolayo okubolayo, i-PLA inezinzuzo ezisobala ekusebenzeni, ezindlekweni nasezingeni lezimboni. Okwamanje ingumboni ovuthiwe kakhulu kwezimboni, omkhulu kunayo yonke, osetshenziswa kakhulu, futhi unezindleko eziphansi kakhulu ezincishisiwe ezisuselwa kubio. Abahlaziyi babikezela ukuthi ngo-2025, isidingo somhlaba jikelele se-polylactic acid kulindeleke ukuthi seqe amathani ayisigidi esingu-1.2. Njengenye yezimakethe ezikhula ngesivinini esikhulu se-polylactic acid, izwe lami kulindeleke ukuthi lifinyelele ngaphezu kwamathani ayi-500,000 we-PLA yasekhaya efunekayo ngo-2025.

Ohlangothini lokunikezela, kusukela ngo-2020, amandla okukhiqiza we-PLA omhlaba angamathani ayi-390,000. Phakathi kwazo, iNature Works ingumkhiqizi omkhulu kunayo yonke emhlabeni we-polylactic acid onamandla okukhiqiza minyaka yonke angamathani ayi-160,000 we-polylactic acid, ebala cishe u-41% womthamo wokukhiqiza womhlaba wonke. Kodwa-ke, ukukhiqizwa kwe-polylactic acid ezweni lami kusesencane, iningi lezintambo zokukhiqiza lincane ngesikali, futhi ingxenye yesidingo ihlangabezana nokungeniswa kwangaphandle. Izibalo ezivela kuHulumeni Jikelele Wezokuphathwa Kwentela zibonisa ukuthi ngonyaka we-2020, ukungeniswa kwe-PLA ezweni lami kuzofinyelela ngaphezu kwamathani angama-25,000.

Amabhizinisi akhulisa ngenkuthalo umkhiqizo

Imakethe eshisayo ibuye yaheha izinkampani ezithile zommbila ezisebenza ngokujulile kanye namakhemikhali ukuze zibeke umbono wazo emakethe yolwandle oluhlaza okwesibhakabhaka yasePLA. Ngokuya ngemininingwane evela kwaTianyan Check, njengamanje kunamabhizinisi ayi-198 asebenzayo / asindayo afaka phakathi i- "polylactic acid" emkhakheni webhizinisi ezweni lami, futhi kwengezwe amasha angama-37 ngonyaka odlule, ukwanda konyaka nonyaka cishe 20%. Umdlandla wezinkampani ezisohlwini lokutshalwa kwemali kumaphrojekthi we-PLA nakho kuphezulu kakhulu.

Ezinsukwini ezimbalwa ezedlule, umholi wemboni ye-EVA uLevima Technologies (003022.SZ) umemezele ukuthi uzokhulisa inhlokodolobha yawo ngama-yuan ayizigidi eziyi-150 eJiangxi Academy of Sciences New Biomaterials Co., Ltd., futhi abambe amasheya angama-42.86% e-Jiangxi I-Academy yeSayensi. Umuntu ofanele ophethe inkampani wethule ukuthi ukwenyuswa kwemali kuya Jiangxi Academy of Sciences kuzobona ukwakheka kwenkampani emkhakheni wezinto ezibolayo futhi kuhlakule izindawo ezintsha zokukhulisa umnotho zentuthuko elandelayo yenkampani.

Kubikwa ukuthi iJiangxi Academy of Sciences ibambe iqhaza kakhulu ocwaningweni nasekuthuthukisweni, ekukhiqizweni nasekuthengisweni kwe-PLA, futhi ihlela ukwakha "amathani ayi-130,000 / ngonyaka izinto ezibolayo ezingaboliswa i-polylactic acid yonke lemboni" ezigabeni ezimbili ngonyaka ka-2025, okuyisigaba sokuqala okungamathani ayi-30,000 / ngonyaka. Ku-2012, kulindeleke ukuthi iqale ukusebenza ngo-2023, kanti isigaba sesibili samathani ayi-100,000 / ngonyaka kulindeleke ukuthi siqale ukusebenza ngo-2025.

IHuitong Co., Ltd. (688219.SH) iphinde yethula iphrojekthi ye-asidi ye-polylactic acid ngo-Ephreli nonyaka ne-Anhui Wuhu Sanshan Economic Development Zone Management Committee kanye neHefei Langrun Asset Management Co., Ltd. ngokutshala imali ekusungulweni kwe inkampani yephrojekthi. Phakathi kwabo, isigaba sokuqala sephrojekthi sizotshala imali engaba yizigidigidi ezimbili zama-yuan ukwakha iphrojekthi ye-PLA ngokukhipha minyaka yonke kwamathani ayi-50,000, isikhathi sokwakha seminyaka emithathu, kanti isigaba sesibili sephrojekthi sizoqhubeka nokwakha iphrojekthi ye-PLA ngomkhiqizo waminyaka yonke wamathani ayi-300,000.

Umholi we-Recycling GEM (002340.SZ) usanda kusho epulatifomu yokuxhumana kwabatshalizimali ukuthi inkampani yakha iphrojekthi yepulasitiki eshubekayo engamathani angama-30,000 / ngonyaka. Imikhiqizo ikakhulukazi i-PLA ne-PBAT, esetshenziselwa ukushaywa ngomjovo wefilimu neminye imikhakha.

Umugqa wokukhiqiza we-PLA weJilin COFCO Biomaterials Co., Ltd., osizayo weCOFCO Technology (000930.SZ), uzuze ukukhiqizwa ngobuningi. Ulayini wokukhiqiza wenzelwe ukuba namandla wokukhiqiza waminyaka yonke angaba ngamathani angama-30,000 wezinto ezisetshenziswayo nemikhiqizo ye-polylactic acid.

Umholi we-lactic acid wasekhaya uJindan Technology (300829.SZ) unomugqa omncane wokukhiqiza isivivinyo wamathani ayi-1 000 we-polylactic acid. Ngokwesimemezelo, inkampani ihlela ukukhiqiza minyaka yonke amathani ayi-10 000 we-polylactic acid biodegradable new project. Ukuphela kwekota yokuqala, iphrojekthi ayikaqali ukwakhiwa.

Ngaphezu kwalokho, iZhejiang Hisun Biomaterials Co., Ltd., i-Anhui Fengyuan Taifu Polylactic Acid Co., Ltd., iZhejiang Youcheng Holding Group Co., Ltd., ne-Shandong Tongbang New Material Technology Co., Ltd. bonke bahlela ukwakha i-PLA entsha amandla wokukhiqiza. Abahlaziyi babikezela ukuthi ngo-2025 Ngo-2010, ukukhiqizwa kwamakhaya ngonyaka kwe-PLA kungafinyelela kumathani ayi-600,000.

Izinkampani ezinekhono lobuchwepheshe bokukhiqiza i-lactide zingenza inzuzo ephelele

Njengamanje, ukukhiqizwa kwe-polylactic acid ngokuvulwa kwendandatho kwe-lactide kuyinqubo ejwayelekile yokukhiqizwa kwe-PLA, futhi izithiyo zayo zobuchwepheshe nazo ngokuyinhloko ekuhlanganisweni kwe-PLA eluhlaza okwenziwe nge-lactide. Emhlabeni, yiCorbion-Purac Company yaseNetherlands kuphela, i-Nature Works Company yase-United States, kanye noZhejiang Hisun abanolwazi lobuchwepheshe bokukhiqiza be-lactide.

"Ngenxa yemikhawulo ephezulu kakhulu kwezobuchwepheshe ye-lactide, izinkampani ezimbalwa ezingakwazi ukukhiqiza i-lactide ngokuyisisekelo zizenzele zona futhi zisetshenziswe, okwenza i-lactide ibe yisixhumanisi esiyinhloko esivimbela inzuzo yabakhiqizi be-PLA," kusho imboni engenhla engenhla. “Njengamanje, izinkampani eziningi ezifuywayo nazo zivula uchungechunge lwezimboni ze-lactic acid-lactide-polylactic acid ngocwaningo oluzimele nentuthuko noma ukwethulwa kobuchwepheshe. Emkhakheni we-PLA wesikhathi esizayo, izinkampani ezingakwazi ubuchwepheshe be-lactide zizothola inzuzo ecacile yokuncintisana, ukuze zabelane ngezinzuzo eziningi zomkhakha. ”

Intatheli ithole ukuthi ngaphezu kukaZhejiang Hisun, iJindan Technology igxile ekuhlelweni kwe-lactic acid-lactide-polylactic acid chain chain. Njengamanje inamathani ayi-500 e-lactide nolayini wokukhiqiza umshayeli, futhi inkampani yakha amathani ayi-10 000 womkhiqizo we-lactide. Ulayini uqale ukusebenza kwecala ngenyanga edlule. Le nkampani ithe azikho izingqinamba noma ubunzima obungenakunqotshwa kuphrojekthi ye-lactide, futhi ukukhiqizwa ngobuningi kungenziwa kuphela ngemuva kwesikhathi sokusebenza okuzinzile, kepha akuphikisi ukuthi kusenezindawo zokwenza ngcono nokwenza ngcono ikusasa.

I-Northeast Securities ibikezela ukuthi ngokwanda kancane kancane kwemakethe yenkampani kanye nokufakwa kwamaphrojekthi okwakhiwa, imali engenayo yeJindan Technology nenzuzo ephelele ngo-2021 kulindeleke ukuthi ifinyelele kuma-yuan ayizigidi eziyizinkulungwane eziyi-1.461 kanye nama-yuan ayizigidi ezingama-217, ukwanda konyaka ngonyaka ngama-42.3% kanye ne-83.9%, ngokulandelana.

ICOFCO Technology iphinde yasho ngeplatifomu yokusebenzisana kwabatshalizimali ukuthi inkampani yazi ubuchwepheshe bokukhiqiza nobuchwepheshe bokucubungula yonke imboni yezimboni ze-PLA ngokwethulwa kobuchwepheshe kanye nobuchwepheshe obuzimele, futhi iphrojekthi ye-lactide level yamathani ayi-10,000 nayo iyaqhubeka ngokuqhubekayo. I-Tianfeng Securities ibikezela ukuthi ngo-2021, i-COFCO Technology kulindeleke ukuthi izuze imali engenayo engama-27.193 billion yuan kanye nenzuzo ephelele ye-1.110 billion yuan, ukwanda konyaka ngonyaka kuka-36.6% no-76.8% ngokulandelana.


Isikhathi Iposi: Jul-02-2021