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可降解塑料板塊走強 利好政策頻出
格隆匯 12-02 09:51

格隆匯12月2日丨可降解塑料板塊再度走強,丹化科技開盤漲停,美聯新材漲超9%,道恩股份、華信新材、美瑞新材、莫高股份等跟漲。

近日,商務部發布《商務領域一次性塑料製品使用、回收報告辦法(試行)》,鼓勵環保替代產品供應商依據本辦法規定報告可降解塑料原料、可降解塑料製品以及其他環保替代產品的生產和銷售情況。

從年初開始,關於塑料污染治理的文件密集出台,目前已有近30個省市頒佈了“限塑令”。12月,海南省正式全面禁止一次性不可降解塑料袋、塑料餐飲具等一次性不可降解塑料製品。

招商策略研究發文稱,第一階段的限塑禁塑任務即將在2020年底完成。長期看,未來隨着限塑禁塑政策推進,國內可降解塑料的產能有望大幅提升,成本也將下降。

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