可降解塑料板塊高開 重大政策利好 需求加速釋放
格隆匯5月27日丨可降解塑料板塊今日再度走高,丹化科技一字板,銀禧科技大漲超9%,美瑞新材漲超6%,瑞豐高材、金髮科技、莫高股份、長鴻高科等跟漲。近日,國家發展改革委環資司相關人士透露,發展改革委正在研究制定《“十四五”塑料污染治理的行動方案》。行動方案提出,積極穩妥推廣使用替代產品,要科學論證各種替代產品,包括可降解塑料不同技術工藝路線的安全性和可控性;要加強塑料垃圾的規範回收和再生利用,推動各地做好生活垃圾分類,加大塑料垃圾的回收和再生利用力度,推動廢塑料分級再生利用。在綠色環保的大趨勢下,相關“限塑”、“降塑”的法規、政策密集出台,可降解塑料的需求快速提升,行業增長空間擴大。華創證券能源化工高級分析師張文龍認為,快遞、農業、外賣和零售行業將會是可降解塑料替代的先行領域,在2022年和2025年逐步提高可降解塑料的市場滲透率。按可降解塑料均價2萬元/噸進行粗略的匡算,市場規模達540億元。

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.