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About UsShandong Blue Ocean Crystal Technology Co., Ltd. was established in 2019. It is an innovative enterprise focusing on the research, development, production and sales of fully biodegradable materials and high-performance single crystal fibers and composite materials. Its headquarters and R & D base are established in Gangcheng District, Jinan City.
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ProductsShandong Blue Ocean has been developing, producing and promoting products that can effectively improve the performance of materials in various environments as the cornerstone of the company's development, and is committed to providing customers with high-quality materials to meet the needs of different fields.
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The UN General Assembly once again mentioned environmental protection, with fire degradable plastics, the cost is still difficult to reduce.
Release time:
2024-02-01 09:51
While the world's attention is focused on how the United Nations can better respond to the war provoked by Russia, the United Nations has been busy and quietly held an environmental conference.
Delegates from 175 countries came together to vote on an important resolution to say goodbye to plastic pollution, which is to reach a legally binding agreement by the end of 2024. This is also described by senior UN officials as the most important agreement in the field of environmental governance since the Paris Agreement and the first global agreement to deal with the plastic crisis.
Two years ago, there were 0.35 billion tons of plastic waste in the world, but less than 10% of plastic waste was recycled. White pollution affects all of us.
This resolution, which lived up to expectations, has not escaped the fire of A- share investors. The stock prices of Tianyuan shares (003003) and Danhua Technology (600844) have all been on the rocket.
2. looking to the future, what do you see?
I don't know what you see, I just want to say that there is a long way to go in Xiu Yuan, and I will go up and down to search for it.
Although institutions continue to be optimistic about degradable plastics, the main logic is that the policy continues to increase, the market potential is large (mainly reflected in the demand for downstream applications such as express packaging, plastic shopping bags, disposable tableware).
Whenever there is only one voice in the market, I will be reminded to think in a dialectical manner. After asking friends in the industry, it was found that there was no large-scale increase in degradable plastics, and there was a reason behind it:
1, the price
At present, the cost of degradable plastics is still more than twice that of traditional plastics. Truth be told, most people are probably not environmentalists. 30 yuan of tea is not distressed, but how many people will pay for 1 yuan of degradable plastic bags, it is difficult for you not to let the uncles and aunts in the vegetable market and the manufacturers who do small businesses vote with their feet.
2. Recovery
Although degradable plastics can be degraded, they must be degraded by special treatments (such as industrial composting) at this stage. This gives rise to a problem, consumers may casually throw plastic bags into the trash can, and then who to biodegradable plastics and ordinary plastics to distinguish between recycling. When biodegradable plastics are burned? Where is its value reflected? It is devoid of all people.
3. Product quality
Degradable plastics in terms of degradation does have a prominent place, but we can not pay attention to its short board? For example, some biodegradable plastics "weak body", can not see the light, can not be stored for a long time. And some degradable plastic strength, toughness and ordinary plastic some distance.
4, the market breakthrough
Although a large number of domestic players are working hard on this track, there are not many enterprises that really master the technology of biodegradable plastics and realize large-scale production, and there are still big differences in key links compared with foreign enterprises. If the follow-up technology can not break through, there is a risk that the production capacity can not be released on time, no customer binding, anyway is a cool.
3. epilogue
Finally, I would like to say that the current degradable plastics are still at the stage of being catalyzed by policies. Even if the United Nations General Assembly passed the resolution, the actual implementation will be two years later.
As a green product, the author, as an environmentalist, is of course unparalleled support. But as an investor, I would like to advise you not to worry, industrialization has not yet reached the turning point, price, recycling, performance, technology and other aspects of the problem has not been completely solved, the current limit is absolutely unsustainable.
What do you think?
Note: This article does not constitute any investment advice. The stock market is risky and you need to be cautious when entering the market. No sale, no harm.
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