Kev soj ntsuam kev lag luam | PLA tus nqi tseem nyob siab vim yog cov plastics tawg yooj yim, cov khoom siv lactide tuaj yeem dhau los ua qhov tseem ceeb ntawm kev sib tw hauv PLA kev lag luam

PLA nyuaj nrhiav, thiab cov tuam txhab xws li Levima, Huitong thiab GEM tau nthuav dav nthuav dav ntau lawm. Yav tom ntej, cov tuam txhab uas siv cov thev naus laus zis lactide yuav ua kom tau txais txiaj ntsig zoo. Zhejiang Hisun, Jindan Technology, thiab COFCO Technology yuav tsom mus rau kev teeb tsa.

Raws li Lub Koom Haum Nyiaj Txiag (Jinan, tus kws tshaj xov xwm Fang Yanbo), nrog kev nce qib ntawm ob-carbon cov tswv yim thiab ua raws li kev txwv txwv yas, cov yas ib txwm tau maj mam ploj mus ntawm kev ua lag luam, xav tau cov khoom siv degradable tau loj hlob sai, thiab cov khoom lag luam txuas ntxiv tsis txaus. Ib tus neeg ua haujlwm laus hauv Shandong hais rau tus kws tshaj xov xwm los ntawm Cailian News, "Nrog qhov zoo ntawm cov pa roj carbon tsawg thiab kev tiv thaiv ib puag ncig, kev cia siab rau kev lag luam rau cov khoom siv degradable yog dav heev. Ntawm lawv, cov khoom siv biodegradable sawv cev los ntawm PLA (polylactic acid) xav tias yuav tsum tau ua kom puas. Qhov zoo hauv kev nrawm, kev pib ua lag luam thiab thev naus laus zis tsim khoom yog thawj qhov ua txhaum qhov kev ua si. "

Ib tus neeg sau xov xwm los ntawm Cailian Xov Xwm Lub Koom Haum tau xam phaj ntau lub tuam txhab teev npe thiab kawm paub tias tam sim no kev thov rau PLA tab tom loj hlob. Nrog cov khoom lag luam tam sim no tsis txaus, tus nqi lag luam ntawm PLA tau nce tag nrho txoj kev, thiab nws tseem nyuaj nrhiav. Tam sim no, tus nqi lag luam ntawm PLA tau nce mus rau 40,000 yuan/tuj, thiab cov kws tshuaj ntsuam kwv yees tias tus nqi ntawm PLA cov khoom lag luam yuav nyob siab nyob rau lub sijhawm luv.

Tsis tas li ntawd, cov ntaub ntawv hais txog kev lag luam tau hais tias vim yog qee yam kev nyuaj hauv kev tsim khoom ntawm PLA, tshwj xeeb tshaj yog qhov tsis muaj kev daws teeb meem kev lag luam zoo rau kev sib xyaw thev naus laus zis ntawm cov khoom siv raw raw lactide, cov tuam txhab uas tuaj yeem qhib tag nrho kev lag luam saw tshuab ntawm PLA xav tias yuav faib ntau dua kev lag luam.

Kev thov rau PLA cov ntaub ntawv tau nthuav dav

Polylactic acid (PLA) tseem hu ua polylactide. Nws yog ib yam tshiab ntawm cov khoom siv bio-based tsim los ntawm lub cev qhuav dej polymerization ntawm lactic acid ua monomer. Nws muaj qhov zoo ntawm biodegradability zoo, thermal stability, hnyav kuj thiab ua tau yooj yim. Nws tau siv dav hauv ntim thiab tais diav, kho mob thiab saib xyuas tus kheej. , Zaj duab xis khoom thiab lwm yam haujlwm.

Tam sim no, kev xav tau thoob ntiaj teb rau cov khoom siv yas degradable tau loj hlob sai. Nrog rau kev siv thoob ntiaj teb "kev txwv yas" thiab "kev txwv yas", nws cia siab tias ntau dua 10 lab tons ntawm cov khoom yas yuav raug hloov los ntawm cov khoom siv tsis zoo hauv 2021-2025.

Raws li qhov khoom tseem ceeb biodegradable ntau yam, PLA muaj qhov pom tau zoo hauv kev ua tau zoo, tus nqi thiab kev lag luam. Tam sim no nws yog cov khoom lag luam paub tab tshaj plaws, cov txiaj ntsig loj tshaj plaws, siv dav tshaj plaws, thiab tus nqi qis tshaj plaws raws li yas degradable yas. Cov kws tshuaj ntsuam kwv yees tias los ntawm 2025, kev thov thoob ntiaj teb rau polylactic acid xav tias yuav ntau dua 1.2 lab tons. Raws li yog ib qho kev lag luam loj hlob sai tshaj plaws rau polylactic acid, kuv lub tebchaws xav kom mus txog ntau dua 500,000 tons ntawm PLA xav tau los ntawm 2025.

Ntawm qhov khoom, raws li xyoo 2020, lub ntiaj teb PLA peev txheej tsim khoom yog kwv yees li 390,000 tons. Ntawm lawv, Nature Works yog lub ntiaj teb cov khoom lag luam polylactic acid loj tshaj plaws nrog rau txhua xyoo muaj peev xwm ntawm 160,000 tons ntawm polylactic acid, suav txog kwv yees li 41% ntawm tag nrho cov peev txheej tsim khoom hauv ntiaj teb. Txawm li cas los xij, kev tsim cov tshuaj polylactic acid hauv kuv lub tebchaws tseem nyob hauv nws cov menyuam yaus, feem ntau ntawm cov kab tsim khoom yog cov khoom me me, thiab ib feem ntawm qhov kev thov tau ntsib los ntawm kev xa khoom. Txheeb cais los ntawm Xeev General Administration of Customs qhia tias xyoo 2020, kuv lub teb chaws PLA cov khoom xa tuaj yuav ncav cuag ntau dua 25,000 tons.

Cov lag luam nquag nthuav cov khoom lag luam

Kev lag luam kub kuj tseem nyiam qee cov pob kws sib sib zog nqus ua thiab cov tuam txhab tshuaj lom neeg biochemical los teeb tsa lawv qhov muag pom ntawm kev lag luam xiav dej hiav txwv ntawm PLA. Raws li cov ntaub ntawv los ntawm Tianyan Check, tam sim no muaj 198 lub tuam txhab ua haujlwm/muaj sia nyob uas suav nrog "polylactic acid" hauv kev lag luam ntawm kuv lub tebchaws, thiab 37 qhov tshiab tau ntxiv rau xyoo dhau los, nce xyoo-rau-xyoo ze li 20%. Kev txaus siab ntawm cov tuam txhab teev npe rau kev nqis peev hauv PLA cov haujlwm kuj tseem siab heev.

Ob peb hnub dhau los, tus thawj coj hauv EVA kev lag luam Levima Technologies (003022.SZ) tshaj tawm tias nws yuav nce nws cov peev los ntawm 150 lab nyiaj hauv Jiangxi Academy of Sciences Tshiab Biomaterials Co., Ltd., thiab tuav 42.86% ntawm cov khoom lag luam ntawm Jiangxi Academy ntawm Sciences. Tus neeg muaj feem cuam tshuam rau lub tuam txhab tau tshaj tawm tias kev nqis peev nce ntxiv rau Jiangxi Academy of Sciences yuav paub txog lub tuam txhab kev teeb tsa hauv thaj chaw ntawm cov khoom siv biodegradable thiab cog cov ntsiab lus kev lag luam tshiab rau lub tuam txhab kev txhim kho tom ntej.

Nws tau tshaj tawm tias Jiangxi Academy ntawm Kev Tshawb Fawb feem ntau koom nrog kev tshawb fawb thiab kev txhim kho, kev tsim khoom thiab muag ntawm PLA, thiab phiaj xwm tsim "130,000 tons/xyoo biodegradable cov khoom polylactic acid tag nrho kev lag luam saw project" hauv ob theem los ntawm 2025, uas thawj theem yog 30,000 tons/xyoo. Hauv xyoo 2012, nws cia siab tias yuav ua haujlwm hauv 2023, thiab theem ob ntawm 100,000 tons/xyoo xav tias yuav muab tso rau hauv 2025.

Huitong Co., Ltd. (688219.SH) kuj tau tsim 350,000-tuj polylactic acid project nyob rau lub Plaub Hlis xyoo no nrog Anhui Wuhu Sanshan Economic Development Zone Management Committee thiab Hefei Langrun Asset Management Co., Ltd. los ntawm kev nqis peev hauv kev tsim ib lub tuam txhab ua haujlwm. Ntawm lawv, thawj theem ntawm txoj haujlwm yuav nqis peev kwv yees li 2 billion yuan los tsim PLA txoj haujlwm nrog rau kev tsim tawm txhua xyoo ntawm 50,000 tons, nrog kev tsim kho lub sijhawm 3 xyoos, thiab theem ob ntawm txoj haujlwm yuav txuas ntxiv tsim PLA project nrog txhua xyoo tsim tawm ntawm 300,000 tons.

Tus thawj coj rov ua dua tshiab GEM (002340.SZ) tsis ntev los no tau hais ntawm tus tswv lag luam sib cuam tshuam lub tuam txhab uas lub tuam txhab tab tom tsim kom muaj 30,000-tuj/xyoo cov yas yas pov tseg. Cov khoom lag luam feem ntau yog PLA thiab PBAT, uas tau siv hauv tshuab zaj duab xis txhaj tshuaj molding thiab lwm yam haujlwm.

PLA cov kab tsim khoom ntawm Jilin COFCO Biomaterials Co., Ltd., lub chaw haujlwm ntawm COFCO Technology (000930.SZ), tau ua tiav ntau lawm. Cov kab tsim khoom tau tsim los kom muaj peev xwm tsim khoom txhua xyoo txog 30,000 tons ntawm polylactic acid raw khoom thiab cov khoom lag luam.

Tus thawj coj lactic acid hauv tsev Jindan Technology (300829.SZ) muaj kab sim me me ntawm 1,000 tons ntawm polylactic acid. Raws li daim ntawv tshaj tawm, lub tuam txhab npaj kom muaj kev tsim khoom txhua xyoo ntawm 10,000 tons ntawm polylactic acid biodegradable cov khoom siv tshiab. Raws li qhov kawg ntawm thawj peb lub hlis twg, txoj haujlwm tseem tsis tau pib tsim kho.

Ntxiv rau, Zhejiang Hisun Biomaterials Co., Ltd., Anhui Fengyuan Taifu Polylactic Acid Co., Ltd., Zhejiang Youcheng Holding Group Co., Ltd., thiab Shandong Tongbang New Material Technology Co., Ltd. txhua txoj kev npaj tsim PLA tshiab muaj peev xwm ntau lawm Cov kws tshuaj ntsuam kwv yees tias los ntawm 2025 Hauv xyoo 2010, txhua xyoo kev tsim khoom hauv tsev ntawm PLA tuaj yeem ncav cuag 600,000 tons.

Cov tuam txhab uas siv cov thev naus laus zis tsim cov lactide tuaj yeem ua kom tau txais txiaj ntsig zoo

Tam sim no, kev tsim cov polylactic acid los ntawm lub nplhaib qhib polymerization ntawm lactide yog cov txheej txheem tseem ceeb rau PLA ntau lawm, thiab nws cov teeb meem kev ua haujlwm tseem yog qhov tseem ceeb hauv kev sib xyaw ntawm PLA raw khoom lactide. Hauv ntiaj teb no, tsuas yog Corbion-Purac Company ntawm Netherlands, Nature Works Company of the United States, thiab Zhejiang Hisun tau ua tiav cov thev naus laus zis tsim ntawm lactide.

"Vim tias cov txheej txheem thev naus laus zis siab heev ntawm lactide, ob peb lub tuam txhab uas tuaj yeem tsim cov lactide feem ntau yog tus kheej tsim thiab siv, uas ua rau lactide yog qhov txuas tseem ceeb uas txwv qhov txiaj ntsig ntawm PLA cov chaw tsim khoom," hais txog kev lag luam sab hauv. "Tam sim no, ntau lub tuam txhab lag luam tseem tab tom qhib cov khoom lag luam lactic acid-lactide-polylactic acid los ntawm kev tshawb fawb ywj pheej thiab kev txhim kho lossis kev qhia paub thev naus laus zis. Yav tom ntej PLA kev lag luam, cov tuam txhab uas tuaj yeem siv cov thev naus laus zis thev naus laus zis yuav tau txais txiaj ntsig kev sib tw kom zoo dua, yog li txhawm rau faib cov txiaj ntsig kev lag luam ntau dua. "

Tus kws tshaj xov xwm tau kawm tias ntxiv rau Zhejiang Hisun, Jindan Technology tau tsom mus rau kev teeb tsa ntawm cov khoom lag luam lactic acid-lactide-polylactic acid. Tam sim no nws muaj 500 tons ntawm lactide thiab cov kab ua haujlwm tsim khoom, thiab lub tuam txhab tab tom tsim 10,000 tons ntawm lactide ntau lawm. Txoj kab tau pib ua haujlwm sim lub hli tas los. Lub tuam txhab tau hais tias tsis muaj teeb meem lossis teeb meem uas tsis tuaj yeem kov yeej hauv txoj haujlwm lactide, thiab kev tsim khoom loj tuaj yeem ua tiav tom qab lub sijhawm ua haujlwm ruaj khov, tab sis nws tsis txiav txim siab tias tseem muaj thaj chaw rau kev ua kom zoo dua qub thiab txhim kho hauv yav tom ntej

Northeast Securities kwv yees tias nrog kev nthuav dav zuj zus ntawm lub tuam txhab kev lag luam thiab kev ua haujlwm ntawm cov haujlwm hauv kev tsim kho, Jindan Technology cov nyiaj tau los thiab cov nyiaj tau los hauv xyoo 2021 xav tias yuav nce mus txog 1.461 billion yuan thiab 217 lab yuan, nce ib xyoos-ib xyoo nce ntawm 42.3% thiab 83.9%, feem.

COFCO thev naus laus zis kuj tau hais txog ntawm kev nqis peev sib koom ua lag luam uas lub tuam txhab tau ua tiav cov thev naus laus zis tsim khoom thiab ua haujlwm thev naus laus zis ntawm tag nrho PLA kev lag luam txuas los ntawm kev qhia paub thev naus laus zis thiab kev hloov pauv ywj pheej, thiab 10,000-tuj qib lactide project kuj tseem nce ntxiv. Tianfeng Securities kwv yees tias xyoo 2021, COFCO Technology xav kom ua tiav cov nyiaj tau los ntawm 27.193 billion yuan thiab cov nyiaj tau los ntawm 1.110 billion yuan, nce ib xyoo-ib xyoo nce ntawm 36.6% thiab 76.8% feem.


Sijhawm Tshaj Tawm: Jul-02-2021