Indha indheynta warshadaha | Qiimaha PLA ayaa weli sarreeya iyadoo ay ugu wacan tahay caagagga qarxa ee qarxa, lactide -ka alaabta ceyriinka ah ayaa laga yaabaa inuu noqdo diiradda tartanka ee warshadaha PLA

PLA way adag tahay in la helo, shirkadaha sida Levima, Huitong iyo GEM ayaa si firfircoon u ballaarinaya wax soo saarka. Mustaqbalka, shirkadaha farsamada tiknoolajiyadda laktiidiya ayaa macaash buuxa samayn doona. Zhejiang Hisun, Jindan Technology, iyo COFCO Technology waxay diiradda saari doonaan qaabeynta.

Sida laga soo xigtay Ururka Maaliyadeed (Jinan, weriye Fang Yanbo), iyada oo la horumarinayo istaraatijiyadda laba-kaarboonka ah iyo hirgelinta amarka xaddidaadda caagga ah, balaastikada dhaqameed ayaa si tartiib tartiib ah uga baaba'day suuqa, dalabka agabyada baaba'a ah ayaa si dhaqso leh u koray, iyo alaabtu waxay sii ahaanayaan kuwo gabaabsi ah. Qof sare oo ka tirsan warshadaha oo ku sugan Shandong ayaa u sheegay wariye ka tirsan Cailian News, “Iyada oo ay jirto faa'iidooyinka kaarboon-yar iyo ilaalinta bay'ada, rajada suuqa ee agabyada baaba'a waa mid aad u ballaaran. Waxaa ka mid ah, agabyada baaba'a kara oo ay matalaan PLA (polylactic acid) ayaa la filayaa inay baaba'aan. Faa'iidooyinka xawaaraha, xadka warshadaha iyo tikniyoolajiyadda wax soo saarka ayaa ah kuwa ugu horreeya ee jebiya ciyaarta. ”

Wariye ka tirsan Wakaaladda Wararka ee Cailian ayaa wareystay dhowr shirkadood oo liis gareysan wuxuuna ogaaday in baahida hadda ee PLA ay sare u kacayso. Iyada oo sahayda hadda jirta ay gabaabsi tahay, sicirka suuqa PLA ayaa kor u sii kacayay, welina way adag tahay in la helo. Waqtigan xaadirka ah, sicirka suuqa ee PLA wuxuu sare u kacay 40,000 yuan/ton, waxayna falanqeeyayaashu saadaalinayaan in qiimaha badeecadaha PLA uu sii ahaan doono mid sare muddada gaaban.

Intaa waxaa sii dheer, ilaha warshadaha ee aan soo sheegnay ayaa sheegay in ay ugu wacan tahay dhibaatooyin farsamo oo gaar ah oo ku saabsan soosaarka PLA, gaar ahaan maqnaanshaha xalka warshadeed ee wax ku oolka ah ee teknolojiyadda isku -darka ee lactide -ka wax -soo -saarka, PLA waxaa la filayaa inay la wadaagto saamiyo badan oo Warshadaha.

Baahida agabka PLA ayaa sare u kacaysa

Polylactic acid (PLA) ayaa sidoo kale loo yaqaan polylactide. Waa nooc cusub oo ah maaddo bio-ku-saleysan oo ay soo saarto polymerization fuuq-celinta ee lactic acid sida monomer. Waxay leedahay faa'iidooyinka biodegradability wanaagsan, xasilloonida kuleylka, iska caabbinta dareeraha iyo ka -shaqaynta fudud. Waxaa si weyn loogu isticmaalaa baakadaha iyo weelasha miisaska, daaweynta caafimaadka iyo daryeelka shaqsiyeed. , Alaabta Filimada iyo meelaha kale.

Waqtigan xaadirka ah, baahida caalamiga ah ee caagagga xaalufka ah ayaa si xawli ah u koraya. Iyada oo la hirgelinayo “xaddidaadda balaastigga” iyo “mamnuucista balaastigga” ee caalamiga ah, waxaa la filayaa in in ka badan 10 milyan oo tan oo badeecooyin caag ah lagu beddeli doono agabyada baaba’a 2021-2025.

Maaddaama ay tahay kala duwanaansho maaddo noole ah, PLA waxay leedahay faa'iidooyin muuqda xagga waxqabadka, qiimaha iyo baaxadda warshadaha. Hadda waa warshadaha ugu bislaaday, soosaarka ugu weyn, ugu ballaadhnaa ee la isticmaalo, iyo qiimaha ugu jaban caag-biyood ku salaysan noole. Falanqeeyayaashu waxay saadaalinayaan in marka la gaaro 2025, baahida caalamiga ah ee polylactic acid la filayo inay ka badato 1.2 milyan oo tan. Maaddaama ay tahay mid ka mid ah suuqyada sida dhaqsaha u koraya ee aashitada polylactic, waddankeyga waxaa la filayaa inuu gaaro in ka badan 500,000 tan oo dalabka PLA gudaha ah marka la gaaro 2025.

Dhinaca sahayda, laga bilaabo 2020, awoodda wax -soo -saarka PLA ee caalamiga ah waa qiyaastii 390,000 tan. Waxaa ka mid ah, Nature Works waa soosaaraha ugu weyn ee polylactic acid oo leh wax soo saar sanadle ah 160,000 tan oo ah polylactic acid, taasoo qiyaastii ah 41% wadarta guud ee wax soo saarka adduunka. Si kastaba ha ahaatee, soosaarka aashitada polylactic ee dalkeyga ayaa weli ah mid bilaaw ah, inta badan khadadka wax -soo -saarku way yar yihiin, qaybna baahida waxaa daboolaya soo dejinta. Tirakoobyada Maamulka Guud ee Gobolka ee Kastamyada ayaa muujinaya in sannadka 2020, soo dejinta PLA ee dalkaygu ay gaari doonto in ka badan 25,000 tan.

Shirkaduhu waxay si firfircoon u ballaariyaan wax soo saarka

Suuqa kulul ayaa sidoo kale soo jiitay qaar ka mid ah hadhuudh si qoto-dheer u shaqeynaya iyo shirkado biochemical si ay indhahooda ugu dhigaan suuqa badweynta buluugga ah ee PLA. Sida laga soo xigtay xogta Tianyan Check, waxaa hadda jira 198 shirkadood oo firfircoon/badbaaday kuwaas oo ay ku jiraan “polylactic acid” baaxadda ganacsiga ee dalkayga, 37 cusubna waa lagu daray sannadkii la soo dhaafay, koror sannad-sannadeed ah ku dhawaad ​​20%. Xamaasadda shirkadaha ku taxan maalgashiga mashaariicda PLA ayaa sidoo kale aad u sareysa.

Dhowr maalmood ka hor, hogaamiyaha warshadaha EVA ee gudaha Levima Technologies (003022.SZ) ayaa ku dhawaaqay inay ku kordhin doonto caasimadeeda 150 milyan yuan gudaha Jiangxi Academy of Sciences New Biomaterials Co., Ltd., oo ay haysato 42.86% saamiyada Jiangxi Akademiyada Cilmiga. Qofka ay khuseyso ee mas'uulka ka ah shirkadda ayaa soo bandhigay in kororka raasumaalka ee Jiangxi Academy of Sciences ay xaqiijin doonto qaab -dhismeedka shirkadda ee agabyada noole -kobcin kara oo abuuri doona dhibco koboc dhaqaale oo cusub horumarka xiga ee shirkadda.

Waxaa la soo wariyay in Akadeemiyada Jiangxi ee Sayniska ay inta badan ku hawlan tahay cilmi baarista iyo horumarinta, wax soo saarka iyo iibinta PLA, waxayna qorsheyneysaa inay dhisto “130,000 tan/sanad oo wax baabbi'in kara polylactic acid mashruuca silsiladda warshadaha oo dhan” laba weji marka la gaaro 2025, kaas oo wajiga koowaad yahay 30,000 oo tan/sanadkii. Sannadka 2012, waxaa la filayaa in la hawlgeliyo 2023, wejiga labaadna 100,000 ton/sannadkii ayaa la filayaa in la hawlgeliyo 2025.

Huitong Co., Ltd. (688219.SH) ayaa sidoo kale bilaabay mashruuc 350,000-tan polylactic acid ah bishii Abriil ee sannadkan oo ay la yeelatay Guddiga Maareynta Aagga Horumarinta Dhaqaalaha ee Anhui Wuhu Sanshan iyo Hefei Langrun Maareynta Hantida Co., Ltd. iyada oo maalgelin ku sameysay shirkad mashruuc. Waxaa ka mid ah, wejiga koowaad ee mashruucu wuxuu ku maalgelin doonaa ku dhawaad ​​2 bilyan oo yuan si loo dhiso mashruuca PLA oo sanadkiiba soo saaro 50,000 tan, oo dhismihiisu yahay 3 sano, wejiga labaad ee mashruucu wuxuu sii wadi doonaa dhismaha mashruuca PLA iyada oo la soo saaro sannadkiiba 300,000 oo tan.

Hoggaamiyaha dib-u-warshadaynta GEM (002340.SZ) ayaa dhawaan ka sheegay madal is-dhexgalka maalgashadayaasha in shirkaddu dhiseyso mashruuc balaastig ah oo 30,000-tan/sanadba la burburin karo. Badeecaduhu inta badan waa PLA iyo PBAT, kuwaas oo loo adeegsado wax -ka -beddelidda duritaanka filimka iyo meelaha kale.

Khadka wax -soo -saarka PLA ee Jilin COFCO Biomaterials Co., Ltd., oo ah shirkad Farsamada COFCO (000930.SZ), ayaa gaadhay wax -soo -saar ballaaran. Khadka wax -soo -saarka waxaa loogu talagalay inuu lahaado awoodda wax -soo -saarka sannadlaha ah oo qiyaastii ah 30,000 tan oo ah alaabta ceyriinka ah ee polylactic acid.

Hoggaamiyaha lactic acid gudaha Jindan Technology (300829.SZ) wuxuu leeyahay khad soo -saar tijaabo oo yar oo ah 1,000 tan oo ah aashitada polylactic. Sida laga soo xigtay ogeysiiska, shirkaddu waxay qorsheyneysaa inay yeelato wax soo saar sanadle ah oo ah 10,000 tan oo ah mashruuc maaddo cusub oo noole ka dhigi kara polylactic acid. Dhammaadkii rubuc -kowaad, mashruucu weli ma bilaabin dhismihiisii.

Intaa waxaa dheer, Zhejiang Hisun Biomaterials Co., Ltd., Anhui Fengyuan Taifu Polylactic Acid Co., Ltd., Zhejiang Youcheng Holding Group Co., Ltd., iyo Shandong Tongbang New Material Technology Co., Ltd. dhammaantood waxay qorsheynayaan inay dhisaan PLA cusub awoodda wax soo saarka. Falanqeeyayaashu waxay saadaalinayaan in marka la gaaro 2025 Sannadka 2010, wax soo saarka gudaha ee PLA laga yaabo inuu gaaro 600,000 tan.

Shirkadaha yaqaan farsamada wax -soo -saarka lactide -ka ayaa laga yaabaa inay macaash buuxa ka helaan

Waqtigan xaadirka ah, soosaarka aashitada polylactic by polymerization-furitaanka giraanta ee lactide waa habka ugu weyn ee wax soo saarka PLA, iyo caqabadaha farsamo ayaa sidoo kale inta badan ku jira isku-darka maaddada PLA lactide. Adduunyada, kaliya Shirkadda Corbion-Purac ee Nederland, Shirkadda Shaqooyinka Dabeecadda ee Mareykanka, iyo Zhejiang Hisun ayaa bartay farsamada wax-soo-saarka ee lactide.

Sababtoo ah carqaladaha teknolojiyadeed ee aadka u sarreeya, shirkadaha yar ee soo saari kara lactide ayaa asal ahaan is-soo-saaray oo adeegsada, taas oo ka dhigaysa lactide isku-xir muhiim ah oo xaddidaya faa'iidooyinka soo-saarayaasha PLA, ”ayuu yiri gudaha warshadaha aan soo sheegnay. “Waqtigan xaadirka ah, shirkado badan oo gudaha ah ayaa sidoo kale furaya silsiladda warshadaha lactic acid-lactide-polylactic acid iyada oo loo marayo cilmi-baaris madax-bannaan iyo horumar ama hordhac farsamo. Warshadaha mustaqbalka ee PLA, shirkadaha maarayn kara tikniyoolajiyadda lactide waxay heli doonaan faa'iidooyin Tartan oo muuqda, si ay ula wadaagaan saamiyo badan oo warshadeed. ”

Wariyaha ayaa ogaaday in marka laga reebo Zhejiang Hisun, Jindan Technology ay diiradda saareyso qaabeynta silsiladda warshadaha lactic acid-lactide-polylactic acid. Waxay hadda haysataa 500 oo tan oo lactide ah iyo xariijin wax -soo -saar tijaabo ah, waxayna shirkaddu dhisaysaa 10,000 tan oo soo -saarka lactide -ka ah. Khadka ayaa bilaabay hawlgal tijaabo bishii hore. Shirkaddu waxay sheegtay inaysan jirin caqabado ama dhibaatooyin aan laga gudbi karin mashruuca nuujinta, wax -soo -saarka ballaaranna waxaa la fulin karaa oo keliya ka dib hawlgal xasilloon, laakiin meesha kama saarayso inay weli jiraan aagagga hagaajinta iyo hagaajinta mustaqbalka.

Northeast Securities ayaa saadaalisay in iyadoo si tartiib-tartiib ah loo ballaarinayo suuqa shirkadda iyo hawlgelinta mashaariicda la dhisayo, dakhliga Jindan Technology iyo macaashka saafiga ah ee 2021 ayaa la filayaa inay gaaraan 1.461 bilyan yuan iyo 217 milyan yuan, koror sannad-dhaaf ah oo ah 42.3% wuxuu u beddelay -83.9%iyo siday u kala horreeyaan.

Teknolojiyadda COFCO waxay sidoo kale ku sheegtay madal is-dhexgalka maalgashadayaasha in shirkadu si fiican u bartay farsamada wax-soo-saarka iyo farsamaynta farsamaynta silsiladda warshadaha PLA oo dhan iyada oo loo marayo horudhaca teknolojiyadda iyo hal-abuurnimada madaxbannaan, iyo mashruuca lact-ka heerka 10,000-tan ayaa sidoo kale si joogto ah u socda. Tianfeng Securities ayaa saadaalisay in sannadka 2021, Tiknoolojiyadda COFCO la filayo inay gaarto dakhli dhan 27.193 bilyan yuan iyo macaash saafiga ah oo ah 1.110 bilyan yuan, koror sannad-sannadeed ah oo ah 36.6% iyo 76.8% siday u kala horreeyaan.


Waqtiga dhejinta: Jul-02-2021