Relevant persons from the Environmental Resources Department of the national development and Reform Commission recently disclosed at the new biodegradable material industry development conference in Nanle, Puyang, Henan that the development and Reform Commission is studying and formulating the action plan for plastic pollution control in the 14th five year plan. The action plan proposes to actively and steadily promote the use of alternative products, and scientifically demonstrate the safety and controllability of various alternative products, including different technical process routes of degradable plastics.
"With the increase of national efforts to control plastic pollution, China's degradable material industry has ushered in major development opportunities. It is hoped that industry enterprises can pay more attention to scientific and technological research and development, continuously improve product performance, reduce product cost and enhance core competitiveness. At the same time, they should strengthen the analysis of industry development situation to avoid blind investment and over investment." These people said.
In 2020, China issued the opinions on Further Strengthening the treatment of plastic pollution. After the 2008 plastic order, China has once again strengthened its efforts to control plastic pollution, which is called "plastic prohibition order" in the market. The opinions specifies that the use of non degradable plastic bags, disposable plastic tableware, disposable plastic products in hotels and hotels and express plastic packaging will be restricted step by step in 2020, 2022 and 2025.
At present, the global production capacity of degradable plastics is about 996000 tons / year, of which 480000 tons are in China. The production capacity is generally small and low concentration. At present, China's existing and under construction capacity is about 1.767 million tons, but the demand for degradable plastics released by the implementation of China's new plastic restriction policy is expected to reach 2.7 million tons. If the demand meets the expectation, the supply end gap is still more than 930000 tons.
At present, the cost of degradable plastics is still several times that of traditional plastics, but the demand is accelerated under the drive of environmental protection policies of various countries. Under the condition of short supply in the market, the price of traditional plastics remains more than twice. With the implementation of plastic restriction policies and measures, the release of market demand for degradable plastics is expected to accelerate.
At present, the main raw materials of mainstream degradable plastics are PLA and PBAT. PLA has high technical barriers. Companies with core technologies will fully benefit from the dividends brought by demand growth. PBAT has little existing capacity, but it is expected to add more than 7 million tons of annual capacity in the future. Red Sea nuggets, industrial supporting facilities and costs are the core competitiveness of the enterprise. In the short term, with the rapid increase of demand for degradable plastics, the market situation of short supply will be maintained, and manufacturers with degradable plastic raw material capacity will still benefit.
