The National Development and Reform Commission and other nine departments jointly issued a notice a few days ago. From next year, non-degradable plastic shopping bags will be banned in shopping malls, supermarkets and other places in the built-up areas of municipalities directly under the central government, provincial capitals and cities with separate plans. At the same time, disposable plastic cotton swabs and disposable foamed plastic tableware are prohibited throughout the country.
Although the "plastic restriction order" only involves some cities and only restricts some use scenarios, the scope of the "plastic restriction order" is expected to be further expanded from the situation that the national plastic pollution control policy has been repeatedly overweight.
As soon as the above regulations came out, they immediately sparked heated discussions and even boarded the hot search list of social platforms. Industry associations and catering platforms have also begun to express their views. In the capital market, many listed companies have laid out related industries.
Wind data shows that there are currently six "degradable plastic concept stocks" in the A-share market, all of which are involved in the field of degradable plastics, namely Blonde Technology, Yifan Medicine, Yangnong Chemical, Haizheng Pharmaceutical, Qixiang Tengda and *ST Zhao Xin. In addition, then technology and Tongcheng New Materials are also laid out on "degradable plastics".
Wind data shows that the share prices of many of the above eight listed companies have taken off as early as a year ago. Three stocks of Blonde Technology, Jindan Technology and Yifan Medicine rose more than 100% years ago, and three stocks rose more than 50%. Only the share prices of Qixiang Tengda and *ST Zhao Xin have fallen to varying degrees compared with a year ago.
The most stringent "plastic limit order" struck, and some catering businesses responded one after another.
Since 2008, when the state promulgated the policy and regulation of "plastic shopping bag charging", during the period of 12, the state and local governments successively issued 14 bills and plans to accelerate the implementation of the plastic restriction policy.
June 65438+1October 65438+In June this year, the National Development and Reform Commission and the Ministry of Ecology and Environment issued the Opinions on Further Strengthening the Control of Plastic Pollution: by 2020, the production, sale and use of some plastic products will be banned and restricted in some regions and fields. By 2025, a management system for the production, circulation, consumption, recycling and disposal of plastic products will be basically established.
On July 17, the National Development and Reform Commission and other nine departments jointly issued a notice prohibiting the use of disposable non-degradable plastic bags in shopping malls, supermarkets, pharmacies, bookstores and other places in the built-up areas of municipalities directly under the central government, provincial capitals and cities with separate plans, as well as catering packaging and take-away services and various exhibition activities from next year. At the same time, the production and sale of disposable plastic cotton swabs and disposable foamed plastic tableware will be banned nationwide from next year; Non-degradable disposable plastic straws are prohibited in the catering industry throughout the country, but straws that come with food packaging such as milk and beverages are not prohibited for the time being.
Degradable plastics concept stocks rose sharply, and Blonde Technology rose more than twice a year.
With the determination of the implementation date of the most stringent "plastic restriction order", the industry that benefits most directly is undoubtedly the production enterprises related to degradable plastics. From the perspective of market prospect, the market potential of degradable plastics can be said to be very huge.
On June 14, a research report released by Liu Qiang, a securities analyst of Pacific Securities, showed that China consumes about 4 million tons of shopping bags, 2.46 million tons of agricultural films and 2.6 million tons of take-away packaging every year, and with the rapid development of express delivery and take-away business, the demand for plastics continues to grow. It is believed that the future growth space of degradable plastics is more than 10 times.
A research report released by Huaxi Securities recently pointed out that the total annual consumption of plastics in the world is about 400 million tons, while that in China is more than 60 million tons. Assuming that the permeability of degradable plastics will reach 2% in 2022, the demand will also exceed one million tons.
In terms of market value, Blonde Technology currently ranks first among the above eight companies, with its latest market value of 40.43 billion yuan (as of July 20), followed by Yifan Medicine, with a total market value of 35.08 billion yuan. In addition, judging from the stock price increase, since July 20th last year, the share price of Blonde Technology has increased as high as 2 13.44%, ranking first.
According to public information, Blonde Technology is the largest producer of modified plastics in the Asia-Pacific region, with a total production capacity of 7 1 10,000 tons/year. According to the company's announcement, it also has a production line with an annual output of 60,000 tons of PBAT (a new biodegradable plastic), which is expected to be completed in the first half of 20021with an annual output of 30,000 tons of PLA (a polymer material polymerized from lactic acid).
Among other companies, Yifan Pharmaceutical Co., Ltd. and Jindan Technology Co., Ltd. are also among the top gainers, with annual growth rates of 145.9% and 120.9% respectively, with corresponding market values of 35.08 billion yuan and 8.09 billion yuan respectively. Among the remaining stocks, the share prices of Yangnong Chemical, Tongcheng New Materials and Haizheng Pharmaceutical all rose by more than 50%.
There are still a number of "concept stocks" on the road.
In addition to the above-mentioned concept stocks that have clearly owned the business of "degradable plastics", there are a large number of "concept stocks" of degradable plastics on the road.
On July 19, Lianchuang Co., Ltd. said in response to investors' questions on the interactive platform of Shenzhen Stock Exchange that it would sell all the shares of three companies, including Shanghai Aotou, and withdraw funds to invest in the research and development of new chemical materials such as degradable plastics.
On the same day, when answering investors' questions, Midland New Materials also said that the degradable masterbatch business has a certain technical accumulation, and degradable materials will be the market field that the company will deeply cultivate in the future.
Previously, Jiaao proposed that the company's products can be used in degradable plastics, such as epoxy vegetable oil plasticizer, and can be used in the processing of polylactic acid degradable plastics with natural renewable and biodegradable soybean oil as raw materials.
In April this year, Wang Youqing, deputy general manager and secretary of the board of directors of Shuguang, publicly stated at the company's 20 19 performance briefing that the company was optimistic about the development prospects of degradable plastics, and the technology research and development department reserved degradable plastics technology.