可降解塑料概念股走強 金髮科技、萬華化學創歷史新高
格隆匯2月1日丨金髮科技漲超8%再創歷史新高,年內累漲76%;瑞豐高材漲超8%逼近歷史新高;萬華化學漲超5%再創歷史新高,年內累漲近30%;金丹科技漲近5%。2021年1月1日起,全國“限塑令”正式升級。限塑令的實施直接導致了中游可降解制品企業訂單量大幅增加。據瞭解,市場上目前主要使用的可降解材料是PBAT和聚乳酸PLA兩種。PBAT是目前生物降解塑料研究中非常活躍和市場應用最好的降解材料之一。目前一噸PBAT的價格在2.6萬元左右,短短一個月漲幅就達到了13%。涉及PBAT的上市公司有恆力石化、金髮科技、萬華化學、道恩股份、彤程新材。PLA目前是產業化最成熟、產量最大、應用最廣泛的生物基和生物降解塑料,涉及的上市公司有金丹科技、萬華化學、道恩股份、中糧科技。


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