1, trend
China's plastic film is in a state of structural contradiction between supply and demand. The traditional film is in excess of demand, while the high-tech film is in short supply.
Now plastic film is widely used in our life, food, medicine, chemical industry and other fields.
There are many kinds of plastic films, mainly including anti-seepage film, geotechnical film, shed film, Po film, black and white film, white film, polyethylene film, long-life drip film, rainproof cloth, silver gray film, weeding film, grafting film, ground cloth, degradation film, woven plastic film, grouting film, cold cloth, grass film, scattering film, polypropylene film, hemp film and so on.
This paper analyzes the trend of plastic film industry from three development requirements:
Harmless: plastic film should not cause harm to the environment after being discarded. It is known that recycling is the best way to realize harmless plastics.
Although many research institutions at home and abroad have studied the safety detection of degradable plastic degradation products, which show that most of the degradation products have no adverse effect on soil fertility and the content of various chemical elements in the soil, these results are only preliminary conclusions, which need to be further identified in the future to characterize the toxicity of degradation products and their impact on the environment, and finally confirm whether they have an impact on the environment There is no harm to the environment.
Low carbon: the Chinese government delegation promised at the Copenhagen climate conference that the carbon intensity per unit GDP will be reduced by 40-45% before 2020, which marks China's energy conservation and emission reduction and the progress of international negotiations on global climate change, as well as the formal integration of China's low carbon economy with the world.
The carbon emission of plastic film will become an important sign to measure whether the plastic film products are environmentally friendly in the future.
Manufacturing enterprises will have to consider the energy consumption of enterprises. Marking their carbon consumption and carbon emission on products will become a new product identification and a new coordinate of green products. Reducing the amount of oil used to make plastics is pushing the Chinese government toward a low-carbon goal.
Safety: as people pay more and more attention to the safety of food and food packaging, the problem of "safety" of plastic packaging for food is also highlighted.
The food safety law of the people's Republic of China clearly stipulates the safety of packaging materials, containers and other products used for food.
Because the chemical structure of degradable plastics needs to change obviously in a short time, if degradable plastics are used in food packaging, its safety will become a big problem to be solved urgently.
Affected by national policies, market demand and international competition environment, the main downstream application fields of plastic film are constantly undergoing transformation and upgrading, which makes the market's technical and standard requirements for the plastic film industry continue to improve, and the output of the plastic film industry therefore declines.
As one of the most popular packaging and laminating products, plastic film is irreplaceable and the market demand will remain high.
2, prospect
With the continuous adjustment of plastic film industry and upgrading of product structure, there is still a large space for development in the future.
China's plastic film manufacturing industry is mainly managed by government departments and industry associations.
The industry management system is as follows: the national development and Reform Commission formulates guiding industrial policies, and China Plastics Processing Industry Association plays a coordinating role as a bridge and link between the government and enterprises and institutions.
At the same time, due to the different application fields, various functional membrane materials are coordinated and managed by the downstream relevant industry counterpart government regulatory departments and industry self regulatory organizations.
In recent years, China's new energy and environmental protection industry has gradually developed, and the development of such industry will strongly promote the development of plastic film industry.
3, current situation
In terms of traditional film products, at present, the three largest suppliers in the domestic traditional plastic film market are the company, Jiangsu Zhongda New Material Group Co., Ltd. and Hangzhou dadongnan Packaging Co., Ltd.
The main products of fosu group's competitors are BOPP film, BOPET film, CPP film and other film products, but the overall scale of fosu group is at the forefront, with a comprehensive gross margin of 12% - 15%.
In terms of new materials and products, such as optical material film, due to the high concentration of polarizer industry of 68%, the advantages of overseas pioneers are obvious. At present, optical film pays attention to the research and development of technological progress and the replacement development of domestic materials, so as to reduce costs, maintain the dual channel supply of main materials and improve the buyer's right to ask for prices.
Fosu group has found a proper position, with a global share of 80% - 90% in 3D display, a gross margin of 20% - 60%, and a capacity utilization rate of over 100%.
In the severe situation of the rising raw material price and the bleak 3D market, it has a certain competitive advantage and obvious market segmentation advantage.
In terms of traditional film products, at present, the three largest suppliers in the domestic traditional plastic film market are the company, Jiangsu Zhongda New Material Group Co., Ltd. and Hangzhou dadongnan Packaging Co., Ltd.
Although there are few domestic enterprises that can produce special functional films, with some general-purpose film manufacturers gradually turning to engage in the production of new functional films, and the entry of foreign large-scale film manufacturers, it is expected that the competition in the new functional film industry will also intensify.
