I-PLA inzima ukuyithola, futhi izinkampani ezifana ne-Levima, i-Huitong ne-GEM zandisa ukukhiqiza ngenkuthalo. Ngokuzayo, izinkampani ezisebenzisa ubuchwepheshe be-lactide zizokwenza inzuzo egcwele. I-Zhejiang Hisun, i-Jindan Technology, ne-COFCO Technology izogxila ekuhlelweni.
Ngokusho kwe-Financial Association (uJinan, intatheli uFang Yanbo), ngokuthuthukiswa kwesu le-dual-carbon kanye nokuqaliswa kwe-oda le-plastic restriction, amapulasitiki endabuko avele aphela kancane kancane emakethe, isidingo sezinto eziwohlokayo sikhule ngokushesha, futhi imikhiqizo isaqhubeka nokushoda. Umuntu ophezulu wezimboni eShandong utshele intatheli ye-Cailian News, "Ngezinzuzo zekhabhoni ephansi kanye nokuvikelwa kwemvelo, amathuba emakethe ezinto eziwohlokayo abanzi kakhulu. Phakathi kwazo, izinto ezibolayo ezimelelwe i-PLA (i-polylactic acid) kulindeleke ukuthi ziwohloke. Izinzuzo ngesivinini, umkhawulo wezimboni kanye nobuchwepheshe bokukhiqiza ingezokuqala eziphula umdlalo."
Intatheli yeCailian News Agency ixoxisane nezinkampani eziningi ezisohlwini yathola ukuthi isidingo samanje se-PLA siyakhula. Njengoba ukunikezwa kwamanje kuyindlala, intengo yemakethe ye-PLA ibilokhu ikhuphuka yonke indlela, futhi kusenzima ukuyithola. Njengamanje, intengo yemakethe ye-PLA ikhuphukele ku-40,000 yuan/ton, futhi abahlaziyi babikezela ukuthi intengo yemikhiqizo ye-PLA izohlala iphezulu esikhathini esifushane.
Ngaphezu kwalokho, imithombo yezimboni eshiwo ngenhla iveze ukuthi ngenxa yobunzima obuthile bezobuchwepheshe ekukhiqizeni i-PLA, ikakhulukazi ukuntuleka kwezixazululo ezisebenzayo zezimboni zobuchwepheshe bokuhlanganiswa kwe-lactide eluhlaza ekhuphukayo, izinkampani ezingavula bonke ubuchwepheshe bochungechunge lwezimboni ze-PLA kulindeleke ukuthi zabelane ngezinzuzo eziningi ze-Industrial.
Isidingo sezinto ze-PLA siyakhula
I-Polylactic acid (PLA) ibizwa nangokuthi i-polylactide. Iwuhlobo olusha lwezinto ezisekelwe ku-bio ezikhiqizwa ukuchithwa kwe-polymerization ye-lactic acid njenge-monomer. Inezinzuzo zokubola okuhle kwe-biodegradability, ukuzinza kokushisa, ukumelana ne-solvent kanye nokucubungula kalula. Isetshenziswa kabanzi ekufakweni nasekufakweni kwetafula, ukwelashwa kanye nokunakekelwa komuntu siqu. , Imikhiqizo yefilimu neminye imikhakha.
Njengamanje, isidingo somhlaba wonke samapulasitiki awonakele sikhula ngokushesha. Ngokuqalisa "ukuvinjelwa kwepulasitiki" kanye "nokuvinjelwa kwepulasitiki", kulindeleke ukuthi amathani angaphezu kwezigidi ezingu-10 emikhiqizo yepulasitiki azothathelwa indawo izinto eziwohlokayo ngo-2021-2025.
Njengenhlobonhlobo ebalulekile ye-biodegradable material, i-PLA inezinzuzo ezisobala ekusebenzeni, izindleko kanye nesilinganiso sezimboni. Njengamanje iwumkhiqizo osukhule kakhulu ezimbonini, omkhulu kunayo yonke, osetshenziswa kabanzi, futhi ipulasitiki eyonakalayo esekwe ku-bio engabizi kakhulu. Abahlaziyi babikezela ukuthi ngo-2025, isidingo somhlaba wonke se-polylactic acid kulindeleke ukuthi sidlule amathani ayizigidi ezingu-1.2. Njengenye yezimakethe ezikhula ngokushesha ze-polylactic acid, izwe lami kulindeleke ukuthi lifinyelele amathani angaphezu kuka-500,000 wesidingo se-PLA yasekhaya ngo-2025.
Ngasohlangothini lokunikezela, kusukela ngo-2020, umthamo wokukhiqiza we-PLA womhlaba wonke cishe ungamathani angama-390,000. Phakathi kwazo, i-Nature Works ingumkhiqizi omkhulu we-polylactic acid emhlabeni onamandla okukhiqiza amathani angu-160,000 we-polylactic acid, ehlanganisa cishe u-41% wengqikithi yokukhiqiza amandla omhlaba. Kodwa-ke, ukukhiqizwa kwe-polylactic acid ezweni lami kusesencane, imigqa eminingi yokukhiqiza incane ngesilinganiso, futhi ingxenye yesidingo ihlangabezana nokungeniswa kwamanye amazwe. Izibalo ezivela ku-State General Administration of Customs zibonisa ukuthi ngo-2020, ukuthengwa kwe-PLA yezwe lami kuzofinyelela amathani angaphezu kuka-25,000.
Amabhizinisi andisa ukukhiqiza
Imakethe eshisayo iphinde yaheha izinkampani ezigaya kakhulu ummbila kanye nezinkampani zamakhemikhali ezinto eziphilayo ukuthi zibeke izinto ezibheke phambili emakethe yolwandle oluluhlaza okwesibhakabhaka ye-PLA. Ngokusho kwedatha evela ku-Tianyan Check, okwamanje kunamabhizinisi angu-198 asebenzayo/asaphila ahlanganisa "i-polylactic acid" emkhakheni webhizinisi lezwe lami, futhi amasha angu-37 angeziwe onyakeni odlule, ukwanda konyaka cishe ngama-20%. Isasasa lezinkampani ezisohlwini lokutshala imali kumaphrojekthi we-PLA nalo liphezulu kakhulu.
Ezinsukwini ezimbalwa ezedlule, umholi wemboni ye-EVA yasekhaya i-Levima Technologies (003022.SZ) umemezele ukuthi izokwandisa inhlokodolobha yayo ngamayuan ayizigidi ezingu-150 e-Jiangxi Academy of Sciences New Biomaterials Co., Ltd., futhi ibambe u-42.86% wamasheya we-Jiangxi Academy of Sciences. Umuntu ofanelekile ophethe inkampani wethule ukuthi ukukhushulwa kwezimali ku-Jiangxi Academy of Sciences uzoqaphela ukwakheka kwenkampani emkhakheni wezinto ezibolayo futhi ahlakulele amaphuzu amasha okukhula komnotho ukuze inkampani ithuthuke kamuva.
Kubikwa ukuthi i-Jiangxi Academy of Sciences ibambe iqhaza kakhulu ocwaningweni nasekuthuthukisweni, ekukhiqizweni nasekuthengisweni kwe-PLA, futhi ihlela ukwakha “amathani ayi-130,000/ngonyaka we-biodegradable material polylactic acid whole industry chain project” ngezigaba ezimbili ngo-2025, lapho isigaba sokuqala singamathani angama-30,000 ngonyaka. Ngo-2012, kulindeleke ukuthi iqale ukusebenza ngo-2023, kanti isigaba sesibili samathani ayi-100,000 ngonyaka kulindeleke ukuthi siqale ukusebenza ngo-2025.
I-Huitong Co., Ltd. (688219.SH) iphinde yethula iphrojekthi ye-polylactic acid engamathani angu-350,000 ngo-Ephreli walo nyaka ne-Anhui Wuhu Sanshan Economic Development Zone Committee Management kanye ne-Hefei Langrun Asset Management Co., Ltd. ngokutshala imali ekusungulweni kwenkampani yephrojekthi. Phakathi kwabo, isigaba sokuqala salo msebenzi sizotshala imali elinganiselwa ku-2 billion yuan ukwakha iphrojekthi ye-PLA enomphumela wonyaka wamathani angu-50,000, ngesikhathi sokwakha seminyaka engu-3, kanti isigaba sesibili salo msebenzi sizoqhubeka nokwakha iphrojekthi ye-PLA enomphumela wonyaka wamathani angu-300,000.
Umholi wokugaya kabusha i-GEM (002340.SZ) usanda kusho kuplathifomu yokusebenzisana nabatshalizimali ukuthi inkampani yakha iphrojekthi yepulasitiki eyonakalika engamathani angu-30,000/ngonyaka. Imikhiqizo ngokuyinhloko i-PLA ne-PBAT, esetshenziswa ekubunjweni komjovo wefilimu ovuthelwe nakwezinye izinkambu.
Ulayini wokukhiqiza we-PLA we-Jilin COFCO Biomaterials Co., Ltd., inkampani ephethwe yi-COFCO Technology (000930.SZ), uzuze ukukhiqizwa ngobuningi. Ulayini wokukhiqiza uklanyelwe ukuthi ube namandla okukhiqiza wonyaka angaba amathani angama-30,000 wezinto zokusetshenziswa nemikhiqizo ye-polylactic acid.
Umholi we-lactic acid wasekhaya i-Jindan Technology (300829.SZ) unomugqa omncane wokukhiqiza wesivivinyo wamathani angu-1,000 we-polylactic acid. Ngokwesimemezelo, inkampani ihlela ukuba nokukhiqizwa kwaminyaka yonke kwamathani ayi-10,000 wephrojekthi entsha ye-polylactic acid biodegradable. Kusukela ekupheleni kwekota yokuqala, umsebenzi awukakaqali ukwakhiwa.
Ngaphezu kwalokho, i-Zhejiang Hisun Biomaterials Co., Ltd., i-Anhui Fengyuan Taifu Polylactic Acid Co., Ltd., i-Zhejiang Youcheng Holding Group Co., Ltd., kanye ne-Shandong Tongbang New Material Technology Co., Ltd. bonke bahlela ukwakha umthamo omusha wokukhiqiza we-PLA. Abahlaziyi babikezela ukuthi ngo-2025 Ngo-2010, ukukhiqizwa kwasekhaya kwasekhaya kwe-PLA kungase kufinyelele amathani angu-600,000.
Izinkampani ezingochwepheshe bokukhiqiza i-lactide zingase zenze inzuzo egcwele
Njengamanje, ukukhiqizwa kwe-polylactic acid yi-polymerization evula indandatho ye-lactide kuyinqubo evamile yokukhiqizwa kwe-PLA, futhi izithiyo zayo zobuchwepheshe nazo zisekuhlanganiseni kwe-PLA ye-lactide eluhlaza. Emhlabeni, yi-Corbion-Purac Company yase-Netherlands kuphela, i-Nature Works Company yase-United States, kanye no-Zhejiang Hisun asebengcwephe ngobuchwepheshe bokukhiqiza i-lactide.
"Ngenxa yezithiyo zezobuchwepheshe eziphakeme kakhulu ze-lactide, izinkampani ezimbalwa ezingakhiqiza i-lactide ngokuyisisekelo ziyazenzela futhi zisetshenziswe, okwenza i-lactide ibe isixhumanisi esiyinhloko esikhawulela inzuzo yabakhiqizi be-PLA," kusho imboni yangaphakathi eshiwo ngenhla. "Okwamanje, izinkampani eziningi ezifuywayo nazo zivula uchungechunge lwezimboni ze-lactic acid-lactide-polylactic acid ngocwaningo oluzimele nokuthuthukiswa noma isingeniso sobuchwepheshe. Embonini ye-PLA ezayo, izinkampani ezingakwazi ukusebenzisa ubuchwepheshe be-lactide zizothola inzuzo esobala yokuncintisana, ukuze zabelane ngezinzuzo ezengeziwe zezimboni."
Intatheli ithole ukuthi ngaphezu kukaZhejiang Hisun, iJindan Technology igxile ekuhlelweni kochungechunge lwemboni ye-lactic acid-lactide-polylactic acid. Njengamanje inamathani angama-500 e-lactide kanye nomugqa wokukhiqiza umshayeli, futhi inkampani yakha amathani ayi-10,000 okukhiqizwa kwe-lactide. Ulayini uqale ukusebenza kwesilingo ngenyanga edlule. Le nkampani ithe azikho izithiyo noma ubunzima obungenakunqotshwa kuphrojekthi ye-lactide, futhi ukukhiqizwa ngobuningi kungenziwa kuphela ngemva kwesikhathi sokusebenza okuzinzile, kodwa akusho ukuthi kusekhona izindawo zokuthuthukisa nokuthuthukiswa esikhathini esizayo.
INortheast Securities ibikezela ukuthi ngokwanda kancane kancane kwezimakethe zenkampani kanye nokugunyazwa kwamaphrojekthi asakhiwayo, imali engenayo kanye nenzuzo ye-Jindan Technology ngo-2021 kulindeleke ukuthi ifinyelele ku-1.461 billion yuan kanye nama-yuan ayizigidi ezingama-217, okuwukukhula konyaka nonyaka ngo-42.3% no-83.9% ngokulandelanayo, ngokulandelana.
I-COFCO Technology iphinde yasho emsamo wokusebenzisana nabatshalizimali ukuthi inkampani isikwazi kahle ubuchwepheshe bokukhiqiza kanye nokucubungula ubuchwepheshe bayo yonke iketango lemboni ye-PLA ngokusebenzisa isingeniso sobuchwepheshe kanye nokuqamba okusha okuzimele, futhi iphrojekthi yezinga le-lactide elingamathani ayi-10,000 nayo ithuthuka kancane kancane. I-Tianfeng Securities ibikezela ukuthi ngo-2021, i-COFCO Technology kulindeleke ukuthi izuze imali engama-yuan ayizigidi eziyizinkulungwane ezingama-27.193 kanye nensalela yenzuzo engama-yuan ayizigidi eziyizinkulungwane eziyi-1.110, okuwukunyuka konyaka ngo-36.6% no-76.8% ngokulandelana.
Isikhathi sokuthumela: Jul-02-2021