Kuwona kwamakampani | Mitengo ya PLA imakhalabe yokwera chifukwa cha mapulasitiki owonongeka, zopangira lactide zitha kukhala mpikisano pamsika wa PLA

PLA ndi yovuta kupeza, ndipo makampani monga Levima, Huitong ndi GEM akukulitsa ntchito yawo. M'tsogolomu, makampani omwe amaphunzira ukadaulo wa lactide apindula kwambiri. Zhejiang Hisun, Jindan Technology, ndi COFCO Technology ayang'ana kwambiri kapangidwe kake.

Malinga ndi Financial Association (Jinan, mtolankhani Fang Yanbo), popititsa patsogolo njira ya kaboni-kaboni ndikukhazikitsa dongosolo loletsa pulasitiki, mapulasitiki achikhalidwe atha pang'onopang'ono pamsika, kufunikira kwa zinthu zotsalira kwakula mwachangu, ndipo mankhwala akupitirizabe kusowa. Munthu wina wamkulu ku mafakitale ku Shandong adauza mtolankhani wina ku Cailian News kuti, "Ndi zabwino zakuchepa kwa mpweya wochepa komanso kuteteza zachilengedwe, chiyembekezo chamsika pazinthu zotsika ndichambiri. Mwa zina, zinthu zomwe zitha kuwonongedwa ndi PLA (polylactic acid) zikuyembekezeka kuwonongeka. Ubwino wothamanga, kuchuluka kwa mafakitale komanso ukadaulo wopanga ndiomwe akuyamba kuwononga masewerawa. ”

Mtolankhani waku Cailian News Agency adafunsa mafunso makampani angapo omwe adatchulidwa ndipo adazindikira kuti kufunikira kwa PLA kukukulira. Ndi kupezeka kwaposachedwa, mtengo wamsika wa PLA wakhala ukukwera njira yonse, ndipo zikadali zovuta kupeza. Pakadali pano, mtengo wamsika wa PLA wakwera mpaka 40,000 yuan / ton, ndipo ofufuza akulosera kuti mtengo wazogulitsa za PLA ukhalabe wokwera munthawi yochepa.

Kuphatikiza apo, zomwe zanenedwa pamwambapa zati chifukwa cha zovuta zina pakupanga PLA, makamaka kusowa kwa mayankho ogwira ntchito pamaukadaulo azipangizo za lactide, makampani omwe angathe kutsegula ukadaulo wonse wamakampani PLA akuyembekezeka kugawana magawo ambiri amakampani.

Kufunika kwa zida za PLA kukuchuluka

Polylactic acid (PLA) amatchedwanso polylactide. Ndi mtundu watsopano wazinthu zopangidwa ndi bio zopangidwa ndi kuperewera kwa madzi m'thupi kwa lactic acid monga monomer. Zili ndi zabwino zokhala ndi biodegradability wabwino, kukhazikika kwa matenthedwe, kusungunulira zosungunulira komanso kukonza kosavuta. Amagwiritsidwa ntchito kwambiri polemba ndi patebulo, chithandizo chamankhwala komanso chisamaliro chaumwini. , Zogulitsa zamafilimu ndi zina.

Pakadali pano, kufunikira kwa mapulasitiki owonongeka kukukula mofulumira. Ndikukhazikitsa "pulasitiki yoletsa" padziko lonse lapansi komanso "chiletso cha pulasitiki", zikuyembekezeka kuti matani opitilira 10 miliyoni azinthu zamapulasitiki adzasinthidwa ndi zinthu zotsika mtengo mu 2021-2025.

Monga chinthu chosowa chowotcha, PLA ili ndi maubwino owonekera pakachitidwe, mtengo ndi mafakitale. Pakadali pano ndi yotukuka kwambiri, yotulutsa kwambiri, yogwiritsidwa ntchito kwambiri, komanso yotsika mtengo kwambiri yopangidwa ndi bio yopangidwa ndi pulasitiki. Ofufuzawo akuti pofika chaka cha 2025, kufunika kwa asidi wa polylactic padziko lonse lapansi kukuyembekezeka kupitirira matani 1.2 miliyoni. Monga umodzi mwamisika yomwe ikukula mwachangu kwambiri ya asidi wa polylactic, dziko langa likuyembekezeka kufikira matani opitilira 500,000 akufunidwa ndi PLA pofika 2025.

Kumbali yogulitsa, kuyambira 2020, mphamvu zapadziko lonse lapansi za PLA ndi pafupifupi matani 390,000. Pakati pawo, Nature Works ndiye wopanga ma polylactic acid wamkulu kwambiri padziko lonse lapansi yemwe amatha kupanga matani 160,000 a polylactic acid pachaka, kuwerengera pafupifupi 41% yamphamvu zonse zapadziko lonse lapansi. Komabe, kupanga asidi wa polylactic mdziko langa kudakali koyambira, mizere yambiri yopanga ndi yaying'ono kwambiri, ndipo gawo lina lofunikira limakwaniritsidwa ndi kutumizidwa kunja. Ziwerengero zochokera ku State General Administration of Customs zikuwonetsa kuti mu 2020, zotumiza katundu ku PLA mdziko langa zidzafika matani opitilira 25,000.

Mabizinesi amakulitsa ntchito

Msika wotentha wakopetsanso makampani ogulitsa chimanga komanso makina azinthu zamagetsi kuti ayang'ane msika wamtambo wa PLA. Malinga ndi kafukufuku waku Tianyan Check, pakadali pano pali mabizinesi 198 omwe akugwira ntchito / opulumuka omwe akuphatikizapo "polylactic acid" pamalonda azamalonda mdziko langa, ndipo atsopano 37 awonjezeredwa chaka chatha, chiwonjezeko cha chaka ndi chaka cha pafupifupi 20%. Chidwi chamakampani omwe adatchulidwa kuti agwiritse ntchito ndalama ku PLA ndichokwera kwambiri.

Masiku angapo apitawo, mtsogoleri wazogulitsa EVA ku Levima Technologies (003022.SZ) adalengeza kuti ichulukitsa likulu lake ndi ma yuan 150 miliyoni ku Jiangxi Academy of Sciences New Biomaterials Co., Ltd., ndikugwira magawo 42.86% a magawo a Jiangxi Sukulu ya Sayansi. Yemwe akuyang'anira kampaniyo adawonetsa kuti chiwonjezeko cha likulu ku Jiangxi Academy of Science chizindikira momwe kampaniyo imagwirira ntchito popanga zida zowola ndi kukulitsa mfundo zatsopano zakukula kwachuma kwa kampaniyo.

Zimanenedwa kuti Jiangxi Academy of Science imachita kafukufuku, chitukuko ndi kugulitsa kwa PLA, ndipo ikukonzekera kupanga "matani 130,000 / chaka chosawonongeka cha polylactic acid pulojekiti yonse" m'magawo awiri pofika chaka cha 2025, cha gawo loyamba ndi matani 30,000 / chaka. Mu 2012, ikuyembekezeka kugwira ntchito mu 2023, ndipo gawo lachiwiri la matani 100,000 / chaka likuyembekezeka kugwira ntchito mu 2025.

Huitong Co., Ltd. (688219.SH) idakhazikitsanso pulojekiti ya asidi ya polylactic acid mu Epulo chaka chino ndi Anhui Wuhu Sanshan Economic Development Zone Management Committee ndi Hefei Langrun Asset Management Co, Ltd. poika ndalama pakukhazikitsa kampani ya projekiti. Mwa iwo, gawo loyamba la ntchitoyi ligulitsa pafupifupi 2 biliyoni yuan kuti ipange projekiti ya PLA ndi kutulutsa pachaka kwa matani 50,000, ndikumanga kwa zaka zitatu, ndipo gawo lachiwiri la ntchitoyi lipitiliza kumanga projekiti ya PLA ndi kutulutsa kwapachaka kwa matani 300,000.

Mtsogoleri wa GEM (002340.SZ) posachedwapa wanena papulatifomu yolumikizana ndi omwe amagulitsa kuti kampaniyo ikupanga pulasitiki yowonongeka ya matani 30,000 / chaka. Zogulitsazo zimakhala makamaka PLA ndi PBAT, zomwe zimagwiritsidwa ntchito popanga jekeseni wamafilimu ndi zina.

Mzere wopanga wa PLA wa Jilin COFCO Biomaterials Co., Ltd., wocheperako wa COFCO Technology (000930.SZ), wakwaniritsa kupanga. Mzere wopangira udapangidwa kuti ukhale ndi mphamvu yopanga pachaka pafupifupi matani 30,000 azinthu zopangira ndi mankhwala a polylactic.

Mtsogoleri wapakhomo wa lactic acid Jindan Technology (300829.SZ) ali ndi mzere wochepa woyeserera wopanga matani 1,000 a polylactic acid. Malinga ndi chilengezochi, kampaniyo ikufuna kupanga pachaka matani 10,000 a polylactic acid. Pofika kumapeto kwa kotala yoyamba, ntchitoyi sinayambe ntchito yomanga.

Kuphatikiza apo, Zhejiang Hisun Biomaterials Co., Ltd., Anhui Fengyuan Taifu Polylactic Acid Co., Ltd., Zhejiang Youcheng Holding Group Co., Ltd., ndi Shandong Tongbang New Material Technology Co., Ltd. onse akukonzekera kumanga PLA yatsopano mphamvu yopanga. Ofufuza akunena kuti pofika chaka cha 2025 mu 2010, kupanga kwapakhomo kwa PLA kumatha kufika matani 600,000.

Makampani omwe amaphunzira ukadaulo wa lactide atha kupeza phindu lokwanira

Pakadali pano, kupanga kwa polylactic acid ndikutsegulira kwa mphete kwa lactide ndiye njira yayikulu yopanga PLA, ndipo zopinga zake zimakhalanso pakuphatikizika kwa PLA zopangira lactide. Padziko lapansi, Corbion-Purac Company yaku Netherlands, Nature Works Company yaku United States, ndi Zhejiang Hisun ndi omwe adziwa ukadaulo wopanga wa lactide.

"Chifukwa cha zotchinga zaukadaulo kwambiri za lactide, makampani ochepa omwe amatha kupanga ma lactide amapangidwa okha ndipo amagwiritsidwa ntchito, zomwe zimapangitsa lactide kukhala cholumikizira chofunikira chomwe chimalepheretsa phindu la omwe amapanga PLA," atero makampani omwe atchulidwa kale. “Pakadali pano makampani ambiri akumakomo akutseguliranso mafakitale a lactic acid-lactide-polylactic acid kudzera pakufufuza pawokha komanso chitukuko kapena ukadaulo. M'makampani amtsogolo a PLA, makampani omwe angathenso kugwiritsa ntchito ukadaulo wa lactide apeza mwayi wopikisana, kuti agawane nawo phindu lazamakampani. ”

Mtolankhaniyu adazindikira kuti kuwonjezera pa Zhejiang Hisun, Jindan Technology idayang'ana kwambiri masanjidwe a mafakitale a lactic acid-lactide-polylactic acid. Pakadali pano ili ndi matani 500 a lactide ndi mzere wopanga oyendetsa ndege, ndipo kampaniyo ikupanga matani 10,000 opanga ma lactide. Njirayi idayamba kuyesa mwezi watha. Kampaniyo idati palibe zopinga kapena zovuta zomwe sizingagonjetsedwe mu projekiti ya lactide, ndipo kupanga misa kumatha kuchitika patadutsa nthawi yokhazikika, koma sizikutanthauza kuti pali madera ena oti kukhathamiritsa ndikusinthe m'tsogolo.

Kumpoto chakum'mawa Chitetezo chikulosera kuti pakukula pang'onopang'ono kwa msika wa kampaniyo ndikukhazikitsa ntchito zomwe zikumangidwa, ndalama za Jindan Technology ndi phindu lonse mu 2021 zikuyembekezeka kufika ku yuan 1.461 biliyoni ndi yuan 217 miliyoni, kuwonjezeka kwa chaka ndi chaka kwa 42.3% ndi 83.9%, motsatana.

COFCO Technology idanenanso papulatifomu yolumikizirana ndi omwe amagulitsa kuti kampaniyo idziwa ukadaulo waukadaulo ndiukadaulo wa makina onse a PLA kudzera pakupanga ukadaulo ndi luso lodziyimira palokha, ndipo projekiti ya lactide ya matani 10,000 ikulimbikirabe. Tianfeng Securities ilosera kuti mu 2021, COFCO Technology ikuyembekezeka kukwaniritsa ndalama za 27.193 biliyoni yuan ndi phindu lonse la 1.110 biliyoni, kuwonjezeka kwa chaka ndi 36.6% ndi 76.8% motsatana.


Post nthawi: Jul-02-2021