PLA yog ib qho nyuaj nrhiav tau, thiab cov tuam txhab xws li Levima, Huitong thiab GEM yog nquag nthuav ntau lawm. Nyob rau hauv lub neej yav tom ntej, tuam txhab uas muag uas master lactide technology yuav ua tau tag nrho cov txiaj ntsig. Zhejiang Hisun, Jindan Technology, thiab COFCO Technology yuav tsom rau kev teeb tsa.
Raws li lub koom haum nyiaj txiag (Jinan, tus neeg sau xov xwm Fang Yanbo), nrog rau kev nce qib ntawm cov pa roj carbon ob lub tswv yim thiab kev ua raws li kev txwv cov yas, cov khoom siv niaj hnub tau maj mam ploj mus ntawm kev ua lag luam, kev thov rau cov khoom siv degradable tau loj hlob sai, thiab cov khoom lag luam tseem nyob hauv luv luv. Ib tus neeg laus muaj kev lag luam hauv Shandong tau hais rau tus neeg sau xov xwm los ntawm Cailian Xov Xwm, "Nrog rau qhov zoo ntawm cov pa roj carbon tsawg thiab kev tiv thaiv ib puag ncig, kev lag luam kev cia siab rau cov ntaub ntawv degradable yog dav heev. Ntawm lawv, cov ntaub ntawv biodegradable uas sawv cev los ntawm PLA (polylactic acid) yuav tsum degradable. Qhov zoo ntawm kev ceev, kev lag luam pib thiab kev ua si yog thawj zaug.
Ib tus neeg sau xov xwm los ntawm Cailian News Agency tau xam phaj ntau lub tuam txhab teev npe thiab kawm tias qhov kev thov tam sim no rau PLA tau nce zuj zus. Nrog rau tam sim no cov khoom lag luam luv luv, kev lag luam tus nqi ntawm PLA tau nce txhua txoj hauv 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 yuav nyob twj ywm siab nyob rau lub sijhawm luv.
Tsis tas li ntawd, cov kev lag luam tau hais los saum toj no tau hais tias vim muaj qee yam kev nyuaj hauv kev tsim PLA, tshwj xeeb tshaj yog tsis muaj cov kev daws teeb meem zoo rau kev siv thev naus laus zis ntawm cov khoom siv raw khoom lactide, cov tuam txhab uas tuaj yeem qhib tag nrho kev lag luam saw technology ntawm PLA yuav tsum tau sib koom ntau dua kev lag luam nyiaj tau los.
Kev thov rau cov ntaub ntawv PLA yog booming
Polylactic acid (PLA) kuj hu ua polylactide. Nws yog ib yam tshiab ntawm cov khoom siv bio-raws li tsim los ntawm lub cev qhuav dej polymerization ntawm lactic acid li monomer. Nws muaj qhov zoo ntawm biodegradability zoo, thermal stability, hnyav tsis kam thiab ua haujlwm yooj yim. Nws yog dav siv nyob rau hauv ntim thiab tableware, kev kho mob thiab kev kho tus kheej. , Cov khoom ua yeeb yaj kiab thiab lwm yam.
Tam sim no, lub ntiaj teb kev thov rau cov yas degradable yog loj hlob sai. Nrog rau kev siv lub ntiaj teb "txheej txheem yas" thiab "txheej txheem yas", nws xav tias ntau tshaj 10 lab tons ntawm cov khoom yas yuav raug hloov los ntawm cov ntaub ntawv degradable hauv 2021-2025.
Raws li ib qho tseem ceeb ntawm cov khoom siv biodegradable ntau yam, PLA muaj cov txiaj ntsig zoo hauv kev ua haujlwm, nqi thiab kev lag luam. Tam sim no nws yog cov khoom lag luam loj tshaj plaws, cov khoom lag luam loj tshaj plaws, feem ntau siv dav, thiab tus nqi qis tshaj bio-based degradable yas. Cov kws tshuaj ntsuam kwv yees kwv yees tias los ntawm 2025, lub ntiaj teb kev thov rau polylactic acid yuav tsum tshaj 1.2 lab tons. Raws li ib qho ntawm cov kev lag luam loj tshaj plaws rau polylactic acid, kuv lub teb chaws yuav tsum ncav cuag ntau tshaj 500,000 tons ntawm PLA kev thov los ntawm 2025.
Ntawm cov khoom siv, raws li xyoo 2020, lub ntiaj teb PLA muaj peev xwm ntau lawm yog kwv yees li 390,000 tons. Ntawm lawv, Nature Works yog lub ntiaj teb cov chaw tsim khoom loj tshaj plaws polylactic acid nrog lub peev xwm tsim khoom txhua xyoo ntawm 160,000 tons ntawm polylactic acid, suav txog kwv yees li 41% ntawm tag nrho lub ntiaj teb kev tsim khoom. Txawm li cas los xij, kev tsim cov tshuaj polylactic acid hauv kuv lub teb chaws tseem nyob hauv nws cov me nyuam mos, feem ntau ntawm cov kab ntau lawm yog me me, thiab ib feem ntawm qhov kev thov tau ntsib los ntawm kev xa khoom. Kev txheeb xyuas los ntawm Lub Xeev General Administration ntawm Kev lis kev cai qhia tias xyoo 2020, kuv lub teb chaws PLA kev xa khoom yuav ncav cuag ntau dua 25,000 tons.
Cov lag luam nquag nthuav dav ntau lawm
Kev lag luam kub kuj tau nyiam qee cov pob kws sib sib zog nqus thiab cov tuam txhab biochemical los teeb tsa lawv qhov kev pom ntawm lub lag luam xiav dej hiav txwv ntawm PLA. Raws li cov ntaub ntawv los ntawm Tianyan Check, tam sim no muaj 198 lub lag luam ua haujlwm / muaj sia nyob uas suav nrog "polylactic acid" hauv kev lag luam ntawm kuv lub teb chaws, thiab 37 tus tshiab tau ntxiv rau xyoo dhau los, ib xyoos ib zaug nce ze li ntawm 20%. Kev txaus siab ntawm cov tuam txhab teev npe rau kev nqis peev hauv PLA tej yaam num kuj yog siab heev.
Ob peb hnub dhau los, tus thawj coj EVA kev lag luam hauv tsev Levima Technologies (003022.SZ) tshaj tawm tias nws yuav nce nws cov peev los ntawm 150 lab yuan hauv Jiangxi Academy of Sciences Tshiab Biomaterials Co., Ltd., thiab tuav 42.86% ntawm cov khoom ntawm Jiangxi Academy of Sciences. Tus neeg muaj feem cuam tshuam ntawm lub tuam txhab tau qhia tias qhov peev nyiaj nce mus rau Jiangxi Academy ntawm Kev Tshawb Fawb yuav paub txog lub tuam txhab kev teeb tsa hauv thaj chaw ntawm cov ntaub ntawv biodegradable thiab tsim cov ntsiab lus tshiab kev loj hlob rau lub tuam txhab txoj kev loj hlob tom ntej.
Nws tau tshaj tawm tias Jiangxi Academy ntawm Kev Tshawb Fawb feem ntau koom nrog kev tshawb fawb thiab kev tsim kho, tsim khoom thiab muag ntawm PLA, thiab npaj tsim "130,000 tons / xyoo biodegradable khoom polylactic acid tag nrho kev lag luam saw project" nyob rau hauv ob theem los ntawm 2025, ntawm cov thawj theem yog 30,000 tons / xyoo. Nyob rau hauv 2012, nws yuav tsum tau muab tso rau hauv lub lag luam nyob rau hauv 2023, thiab lub thib ob theem ntawm 100,000 tons / xyoo yuav tsum tau muab tso rau hauv lub lag luam nyob rau hauv 2025.
Huitong Co., Ltd. (688219.SH) kuj tau tshaj tawm 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 lub tuam txhab project. Ntawm lawv, thawj theem ntawm qhov project yuav nqis peev txog 2 billion yuan los tsim ib qhov project PLA nrog cov khoom tsim tawm txhua xyoo ntawm 50,000 tons, nrog rau lub sijhawm tsim kho ntawm 3 xyoos, thiab theem ob ntawm qhov project yuav txuas ntxiv tsim ib qhov project PLA nrog cov khoom tsim tawm txhua xyoo ntawm 300,000 tons.
Recycling thawj coj GEM (002340.SZ) tsis ntev los no tau hais rau ntawm kev sib cuam tshuam cov neeg ua lag luam uas lub tuam txhab tab tom tsim 30,000-tuj / xyoo degradable yas project. Cov khoom lag luam feem ntau yog PLA thiab PBAT, uas yog siv hauv tshuab tshuab txhaj tshuaj molding thiab lwm yam.
PLA cov kab ntau lawm ntawm Jilin COFCO Biomaterials Co., Ltd., ib lub koom haum ntawm COFCO Technology (000930.SZ), tau ua tiav ntau lawm. Cov kab ntau lawm yog tsim los kom muaj peev xwm tsim tau txhua xyoo txog li 30,000 tons ntawm polylactic acid raw khoom thiab cov khoom.
Tus thawj coj hauv tsev lactic acid Jindan Technology (300829.SZ) muaj cov kab me me ntawm 1,000 tons ntawm polylactic acid. Raws li kev tshaj tawm, lub tuam txhab npaj yuav 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, qhov project tseem tsis tau pib tsim kho.
Tsis tas li ntawd, 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. tag nrho cov phiaj xwm los tsim PLA tshiab muaj peev xwm. Cov kws tshuaj ntsuam kwv yees kwv yees tias los ntawm 2025 Hauv 2010, PLA kev tsim tawm txhua xyoo tuaj yeem ncav cuag 600,000 tons.
Cov tuam txhab uas tsim cov tshuab lactide tuaj yeem ua kom tau txais txiaj ntsig tag nrho
Tam sim no, kev tsim cov tshuaj polylactic acid los ntawm lub nplhaib-qhib polymerization ntawm lactide yog cov txheej txheem tseem ceeb rau PLA ntau lawm, thiab nws cov kev cuam tshuam tseem ceeb kuj tseem nyob hauv kev sib xyaw ntawm PLA raw khoom lactide. Nyob rau hauv lub ntiaj teb no, tsuas yog Corbion-Purac Company ntawm lub Netherlands, Nature Works Company ntawm lub tebchaws United States, thiab Zhejiang Hisun tau mastered lub ntau lawm technology ntawm lactide.
"Vim tias muaj kev cuam tshuam thev naus laus zis siab heev ntawm lactide, ob peb lub tuam txhab uas tuaj yeem tsim cov lactide yog tsim los ntawm tus kheej thiab siv, uas ua rau lactide yog qhov txuas tseem ceeb uas txwv tsis pub muaj txiaj ntsig ntawm PLA cov tuam txhab," said the aforementioned industry insider. "Tam sim no, ntau lub tuam txhab hauv tsev tseem tab tom qhib cov lactic acid-lactide-polylactic acid cov khoom lag luam los ntawm kev tshawb fawb ywj pheej thiab kev tsim kho lossis kev qhia txog thev naus laus zis. Nyob rau yav tom ntej PLA kev lag luam, cov tuam txhab uas muaj peev xwm ua tau zoo lactide thev naus laus zis yuav tau txais txiaj ntsig zoo sib tw, txhawm rau faib nyiaj ntau dua kev lag luam."
Tus neeg sau xov xwm tau kawm tias ntxiv rau Zhejiang Hisun, Jindan Technology tau tsom mus rau kev teeb tsa ntawm lactic acid-lactide-polylactic acid kev lag luam saw. Tam sim no nws muaj 500 tons ntawm lactide thiab cov kab ntau lawm, thiab lub tuam txhab tab tom tsim 10,000 tons ntawm lactide ntau lawm. Cov kab pib sim ua haujlwm lub hli tas los. Lub tuam txhab tau hais tias tsis muaj kev cuam tshuam lossis kev nyuaj uas tsis tuaj yeem kov yeej hauv qhov project lactide, thiab kev tsim khoom loj tuaj yeem ua tau tsuas yog tom qab lub sijhawm ua haujlwm ruaj khov, tab sis nws tsis tau txiav txim siab tias tseem muaj thaj chaw rau kev txhim kho thiab txhim kho yav tom ntej.
Northeast Securities kwv yees tias nrog kev nthuav dav ntawm lub tuam txhab kev ua 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 2021 yuav tsum ncav cuag 1.461 billion yuan thiab 217 lab yuan, ib xyoos ib zaug nce ntawm 42.3% thiab 83.9%, feem.
COFCO Technology kuj tau hais rau cov neeg ua lag luam kev sib cuam tshuam platform uas lub tuam txhab tau paub txog cov cuab yeej tsim khoom thiab kev siv thev naus laus zis ntawm tag nrho PLA kev lag luam saw los ntawm kev qhia txog kev siv tshuab thiab kev ywj pheej tshiab, thiab 10,000-tuj qib lactide project kuj tseem nce mus 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, ib xyoo nce ntawm 36.6% thiab 76.8% feem.
Post lub sij hawm: Jul-02-2021