PLA ndizovuta kupeza, ndipo makampani monga Levima, Huitong ndi GEM akukulitsa kupanga. M'tsogolomu, makampani omwe amadziwa ukadaulo wa lactide apanga phindu lonse. Zhejiang Hisun, Jindan Technology, ndi COFCO Technology aziyang'ana kwambiri masanjidwe.
Malinga ndi Financial Association (Jinan, mtolankhani Fang Yanbo), ndi kupita patsogolo kwa njira wapawiri mpweya ndi kukhazikitsa dongosolo pulasitiki zoletsa, mapulasitiki chikhalidwe pang'onopang'ono kuzimiririka msika, kufunikira kwa zinthu zowonongeka kwakula mofulumira, ndipo malonda akupitirizabe kusowa. Munthu wina wamkulu wa mafakitale ku Shandong anauza mtolankhani wochokera ku Cailian News kuti, "Ndi ubwino wokhala ndi mpweya wochepa komanso chitetezo cha chilengedwe, chiyembekezo cha msika cha zinthu zowonongeka ndi chochuluka kwambiri. Pakati pawo, zinthu zowonongeka zomwe zimayimiridwa ndi PLA (polylactic acid) zikuyembekezeka kukhala zowonongeka. Ubwino wa liwiro, malo ogulitsa mafakitale ndi luso lopanga zinthu ndizoyamba kuswa masewerawa. "
Mtolankhani wochokera ku Cailian News Agency adafunsa makampani angapo omwe adatchulidwa ndipo adamva kuti kufunikira kwa PLA kukukulirakulira. Ndi kupezeka kwaposachedwa, mtengo wamsika wa PLA wakhala ukukwera njira yonse, ndipo ndizovuta kupeza. Pakalipano, mtengo wamsika wa PLA wakwera kufika pa 40,000 yuan / ton, ndipo akatswiri amaneneratu kuti mtengo wa zinthu za PLA udzakhalabe wapamwamba pakapita nthawi.
Komanso, tatchulawa magwero makampani ananena kuti chifukwa cha mavuto ena luso kupanga PLA, makamaka kusowa kwa ogwira mafakitale njira kwa kaphatikizidwe luso la kumtunda yaiwisi lactide, makampani amene angathe kutsegula lonse makampani unyolo umisiri wa PLA akuyembekezeka kugawana zopindulitsa Viwanda.
Kufunika kwa zinthu za PLA kukuchulukirachulukira
Polylactic acid (PLA) imatchedwanso polylactide. Ndi mtundu watsopano wa zamoyo ofotokoza zakuthupi opangidwa ndi kuchepa madzi m'thupi polymerization wa asidi lactic monga monoma. Ili ndi ubwino wa biodegradability wabwino, kukhazikika kwamafuta, kukana zosungunulira komanso kukonza kosavuta. Amagwiritsidwa ntchito kwambiri pakuyika ndi tableware, chithandizo chamankhwala komanso chisamaliro chamunthu. , Zogulitsa zamakanema ndi magawo ena.
Pakalipano, kufunikira kwapadziko lonse kwa mapulasitiki owonongeka kukukulirakulira. Ndi kukhazikitsidwa kwa "kuletsa pulasitiki" padziko lonse lapansi ndi "kuletsa pulasitiki", zikuyembekezeka kuti matani opitilira 10 miliyoni azinthu zapulasitiki adzasinthidwa ndi zinthu zowonongeka mu 2021-2025.
Monga mitundu yofunikira yosasinthika, PLA ili ndi maubwino odziwikiratu pakuchita, mtengo komanso kuchuluka kwa mafakitale. Pakali pano ndi okhwima kwambiri m'mafakitale, otulutsa zazikulu, omwe amagwiritsidwa ntchito kwambiri, komanso pulasitiki yotsika mtengo kwambiri yotengera bio. Akatswiri amaneneratu kuti pofika chaka cha 2025, kufunikira kwa polylactic acid padziko lonse lapansi kukuyembekezeka kupitilira matani 1.2 miliyoni. Monga umodzi mwamisika yomwe ikukula mwachangu kwambiri ya polylactic acid, dziko langa likuyembekezeka kufikira matani opitilira 500,000 akufunika kwa PLA pofika chaka cha 2025.
Kumbali yopereka, pofika 2020, mphamvu yopanga PLA padziko lonse lapansi ndi pafupifupi matani 390,000. Pakati pawo, Nature Works ndiye wamkulu padziko lonse lapansi wa polylactic acid wopanga omwe amatha kupanga matani 160,000 a polylactic acid, omwe amawerengera pafupifupi 41% ya mphamvu zonse zopanga padziko lonse lapansi. Komabe, kupanga kwa polylactic acid m'dziko langa kudakali koyambirira, mizere yambiri yopangira ndi yaying'ono, ndipo gawo lazofunikira limakumana ndi zogulitsa kunja. Ziwerengero zochokera ku State General Administration of Customs zikuwonetsa kuti mu 2020, katundu wa PLA wa dziko langa adzafika matani oposa 25,000.
Mabizinesi akukulitsa kupanga
Msika wotentha wakopanso makampani ena okonza chimanga mozama komanso a biochemical kuti aziyang'ana msika wa blue Ocean wa PLA. Malingana ndi deta yochokera ku Tianyan Check, pakali pano pali mabungwe ogwira ntchito / opulumuka a 198 omwe akuphatikizapo "polylactic acid" mu bizinesi ya dziko langa, ndipo 37 atsopano awonjezedwa chaka chatha, kuwonjezeka kwa chaka ndi chaka pafupifupi 20%. Chidwi chamakampani omwe adatchulidwa pakuyika ndalama pama projekiti a PLA ndichokwera kwambiri.
Masiku angapo apitawo, mtsogoleri wamakampani a EVA a Levima Technologies (003022.SZ) adalengeza kuti adzawonjezera likulu lake ndi yuan miliyoni 150 ku Jiangxi Academy of Sciences New Biomaterials Co., Ltd., ndikugwira 42.86% ya magawo a Jiangxi Academy of Sciences. Munthu woyenerera yemwe amayang'anira kampaniyo adalengeza kuti kukwera kwa likulu ku Jiangxi Academy of Sciences azindikira momwe kampaniyo idapangidwira pazinthu zomwe zimatha kuwonongeka ndikukulitsa kukula kwachuma pakukula kwa kampaniyo.
Akuti Jiangxi Academy of Sciences makamaka chinkhoswe mu kafukufuku ndi chitukuko, kupanga ndi malonda a PLA, ndipo akufuna kumanga "130,000 matani / chaka biodegradable zinthu polylactic asidi lonse makampani unyolo polojekiti" m'magawo awiri ndi 2025, amene gawo loyamba ndi 30,000 matani / chaka. Mu 2012, ikuyembekezeka kukhazikitsidwa mu 2023, ndipo gawo lachiwiri la matani 100,000 / chaka likuyembekezeka kukhazikitsidwa mu 2025.
Huitong Co., Ltd. (688219.SH) adayambitsanso pulojekiti ya 350,000-tani polylactic acid mu April chaka chino ndi Anhui Wuhu Sanshan Economic Development Zone Management Committee ndi Hefei Langrun Asset Management Co., Ltd. Pakati pawo, gawo loyamba la polojekitiyi lidzagulitsa ndalama zokwana 2 biliyoni kuti amange polojekiti ya PLA yokhala ndi matani 50,000 pachaka, ndi nthawi yomanga zaka 3, ndipo gawo lachiwiri la polojekitiyi lidzapitirizabe kumanga polojekiti ya PLA yokhala ndi matani 300,000 pachaka.
Mtsogoleri wobwezeretsanso GEM (002340.SZ) posachedwapa adanena pa nsanja yolumikizirana ndi amalonda kuti kampaniyo ikumanga pulojekiti yapulasitiki yowonongeka ya 30,000 / chaka. Zogulitsazo ndi PLA ndi PBAT, zomwe zimagwiritsidwa ntchito popanga jekeseni wa filimu ndi zina.
Mzere wopanga PLA wa Jilin COFCO Biomaterials Co., Ltd., wothandizidwa ndi COFCO Technology (000930.SZ), wakwanitsa kupanga zambiri. Mzerewu udapangidwa kuti ukhale ndi mphamvu yopanga pachaka pafupifupi matani 30,000 a polylactic acid zopangira ndi zinthu.
Mtsogoleri wa lactic acid wapakhomo Jindan Technology (300829.SZ) ali ndi mzere wochepa woyesera wa matani 1,000 a polylactic acid. Malinga ndi chilengezochi, kampaniyo ikukonzekera kupanga matani 10,000 pachaka a polylactic acid biodegradable projekiti yatsopano. Pofika kumapeto kwa gawo loyamba, 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 mphamvu zatsopano zopangira PLA. Ofufuza amaneneratu kuti pofika 2025 Mu 2010, kupanga kwapachaka kwa PLA kumatha kufika matani 600,000.
Makampani omwe amapanga ukadaulo wopanga lactide amatha kupanga phindu lonse
Pakali pano, kupanga asidi polylactic ndi mphete-kutsegula polymerization wa lactide ndi njira yaikulu kwa PLA kupanga, ndi zotchinga luso ndi makamaka mu synthesis wa PLA yaiwisi lactide. Padziko lonse lapansi, kampani ya Corbion-Purac yokha ya ku Netherlands, Nature Works Company ya United States, ndi Zhejiang Hisun ndi omwe adziwa luso lopanga lactide.
"Chifukwa cha zotchinga zapamwamba kwambiri zaukadaulo za lactide, makampani ochepa omwe amatha kupanga lactide amakhala odzipangira okha komanso ogwiritsidwa ntchito, zomwe zimapangitsa kuti lactide ikhale ulalo wofunikira womwe umalepheretsa phindu la opanga PLA," watero wamakampani omwe tawatchulawa. "Pakadali pano, makampani ambiri apakhomo akutsegulanso makina a lactic acid-lactide-polylactic acid pogwiritsa ntchito kafukufuku wodziyimira pawokha ndi chitukuko kapena kuyambitsa ukadaulo. M'tsogolomu makampani a PLA, makampani omwe amatha kudziwa ukadaulo wa lactide adzapeza mwayi wopikisana, kuti agawane zopindulitsa zambiri zamakampani."
Mtolankhaniyo adaphunzira kuti kuwonjezera pa Zhejiang Hisun, Jindan Technology yayang'ana kwambiri masanjidwe a makina a lactic acid-lactide-polylactic acid. Panopa ili ndi matani 500 a lactide ndi mzere woyendetsa ndege, ndipo kampaniyo ikumanga matani 10,000 a lactide. Mzerewu unayamba kuyesa mwezi watha. Kampaniyo inanena kuti palibe zopinga kapena zovuta zomwe sizingagonjetsedwe mu polojekiti ya lactide, ndipo kupanga misala kumatha kuchitika pakatha nthawi yogwira ntchito mokhazikika, koma sizikutanthauza kuti pali madera omwe akuyenera kukhathamiritsa ndikusintha mtsogolo.
Northeast Securities ikuneneratu kuti kukula kwapang'onopang'ono kwa msika wa kampaniyo komanso kuyitanitsa mapulojekiti omwe akumangidwa, ndalama zomwe Jindan Technology amapeza mu 2021 zikuyembekezeka kufika yuan biliyoni 1.461 ndi yuan 217 miliyoni, kuwonjezeka kwa chaka ndi 42.3% ndi 83.9% motsatana, motsatana.
COFCO Technology inanenanso pa nsanja yolumikizirana ndi Investor kuti kampaniyo yadziwa bwino ukadaulo wopanga ndi ukadaulo wokonza zamakampani onse a PLA kudzera pakuyambitsa ukadaulo komanso luso lodziyimira pawokha, komanso projekiti ya lactide yamatani 10,000 ikupita patsogolo. Tianfeng Securities imalosera kuti mu 2021, COFCO Technology ikuyembekezeka kupeza ndalama zokwana 27.193 biliyoni ya yuan ndi phindu la yuan biliyoni 1.110, kuwonjezeka kwa chaka ndi 36.6% ndi 76.8% motsatana.
Nthawi yotumiza: Jul-02-2021