下面是小编为大家整理的可降解行业深度二:PLA,潜力巨大生物基材料(精选文档),供大家参考。
1. “ ”
...........................................4 1.1.
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4
1.2.
..........................................................................
7
1.3.
PLA
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13
2. PLA
...........................................................15 2.1.
PLA
PLA
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16
2.2.
PLA
PLA
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21
3. PLA ..............................................................................22 3.1.
PLA
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22
3.2.
PLA
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24
4.
.....................................................................................................26 4.1.
...................................................................................................................................
26
1 ................................................................................................................ 4 2 ........................................................................................................................... 4 3 .................................................................................................. 5 4 ......................................................................................................... 5 5 ......................................................................................................... 6 6 ......................................................................................................... 6 7 / ................................................................................................... 13 8 ....................................................................................................... 13 9 ............................................................................................. 14 10 ........................................................................................... 14 11 PL A
................................................................................................................................................................ 15 12 ..................................................................................................................................... 16 13 / ............................................................................................................ 17 14 .................................................................................................................... 17 15 ............................................................................................... 17 16 .................................................................................................. 17 17 .................................................................................................................... 18 18 ........................................................................................... 19 19 2018 ............................................................................................................ 19 20 2018 ............................................................................................................ 19 21 .............................................................................................................................. 20 22 ............................................................................................... 20
23
PL A
............................................................................................................................................................... 21 24
PL A
............................................................................................................................................................... 22 25
PL A
............................................................................................................................................................... 23 26
PL A
....................................................................................................................................... 25 27
PL A
............................................................................................................................................................... 25 28 .................................................................................................................................. 26 29 ......................................................................................................... 27 30 ............................................................................................................. 27 31 / ............................................................................................................ 27 32 ................................................................................................................ 27 33 2017 ................................................................................................................... 28 34 2019 ................................................................................................................... 28
1 ........................................................................................ 5 2 2018 ....................................................................................... 6 3 ......................................................................................................... 7 4 .................................................................... 8 5 .................................................................... 8 6 ............................................ 9 7 ................................... 10 8 ................................11 9 ...................................................................11 10 .................................................................................................................... 14 11 PL A
................................................................................................................................................................ 15 12 .............................................................................................................................. 18 13 2018 PL A
......................................................................................................................................... 23 14 PL A
.............................................................................................................................................. 24 15 ................................................................................................................ 26
1.
“
”
1.1. 2020 1
2016 1995
35% 2018
2019 3 2021
10 2025
25% 2030 30%
2018 5120 2043 174
1065 I HS
M arkit
2018 36
55%
20 5120 0.39% 2018 720
20 2.78%
Wind Wind
1 2
2018
2019E 2020E
2021E 2022E 2025E
5,120
5,146 5,171
5,197 5,223 5,275
2,043
2,063 2,084
2,105 2,126 2,147
174
175 175
175 175 175
+
2,217
2,238 2,259
2,280 2,301 2,322
2910
2,968 3,028
3,088 3,150 3,213
/( + )
33%
32.0% 31.0%
30.0% 29.0% 27.0%
725
716 700
684 667 627
3%
4%
6%
8%
10% 15%
20.00
28.65 42.02
54.71 66.72 94.04
Wind
5000
3000
“
”
“ ”
27
87%
270
2/3
3
4
Wind Wind 30% 725 2018 20 3% 1 43% 2018 2910 2217 725
2019 180 2021 1300 127
2620
2018
1
36 0.65% 1.68%
0.62% 22%
2019 6 2018 24 5 21% 2018 2.73% 2 2018
6,103 10,770 6,462 12,565
35,900
2,624 2,262 1,357 2,639
8,882
725 679 407 792
2,620
19.80 4.20 6.84 5.16
36
2.73% 0.62% 1.68% 0.65%
0.65%
Wind
IHS
679 21%
407
2018 30%
2020 2022 2020 2020 3 4 (
)
(
)
2020 4 2020 4 2020 5 2020 6
1.2.
2020
P L A
1 2021 10 0.01 0.025 2025 4 20 3 2020 5 2020 5 2020 6 PL A
6 2 3 1 19 P L A
2020
2022
2025
0.025
0.01
2020
2022
1.
2. 0.01 0.025
3.
P L A
4 5 25 5
2020
2025
2020
2022
(
2020
70%
2025
90%
2025 2022 2020 6 2025
30%
2022
2022
71 2018 27. 21
2025 30%
7 30%
27.7 2018 Wind 2025 2025 2020 0.01 0.025 7 70% 90% 2 9792 90% 336 21%
8 9
A
P L A
PHA
P CL P
P L A
P B A T
1.3.
2019
P T A
B A T P B S
117.11 38% P B A T P B S
32% P L A
PHA
27%
B ASF
N ature works
N ovamont Corbion- Purac
7-30% 30-60%
, 2017 7 / 8 Wind Wind “ ” >70%
2019 3 P L A
N ovamont
PB A T PB S
P ET
B ASF
7.4
Wind
P B SA
P CL P L A
PBS
P B A T P CL
2019 P B SA
P B A T 3
2021
6 P B A T 10 P LA
PHA
P BSA
PB A T 9 9 10 15 6 3 6 2021 PL A
P L A
N atureWor ks
15 Corbion- Purac
7.5 P L A
019 2. 1.7
2.
PLA
P L A
2016 2 45 45% 3 P L A
11 PL A
P LA
GP PS
PET PP MPa
53.1 45.4 58.6 35.9 % 4.1 1.4 5.5 350 GPa
3.5 3 3.5 1.3 k J/m 2 )
16 21.4 26.7 48.1
60
102 74 -20
130-170 150-180 270 165 g/cc)
1.3 1.1 1.4 0.9
0.81 PL A
11 PL A
2018 P L A
P ET P L A
PS
P L A
96% 99% 1.5 92% P L A
2.1.
DL-
D-
D-
PH
5 80%-88% 12%-20% 92%-93%
1.5 P L A
2.25 P L A
33
74.25 2019 11.1 0.1%
PL A
D-
1% 4%
L- L- D-
L D
DL-
D- L-
12 PL A
L- D-
L- DL-
P L A
2000
2.25 P L A
1.3% P L A
Wind Wind
6...