Analysts from the chemical industry of Shangpu Consulting pointed out that the current era is no longer an era that only values costs, and safety and environmental protection have become the first choice criteria for people. And this is the general trend under the green wave.
Relevant statistics show that the total sales of the domestic packaging market in 2011 was 90 trillion US dollars. At present, China has become the largest packaging market in Asia. It is estimated that China's packaging market will grow rapidly at an average annual rate of 9.8% from 2011 to 2016, and the growth rate will far exceed other Asian countries. China's packaging industry as a whole has also begun to enter the industrial upgrading stage. The rapid development of the industry has promoted the improvement of industry requirements to a certain extent.
In recent years, green or sustainable packaging has become a hot topic in the packaging industry. Driven by the requirements of retailers, public awareness, economic pressure and government policies, the green concept has penetrated all aspects of packaging-from the source of raw materials to the processing process to the final treatment of products-and finally evolved Into a more complex problem. plastic woven bag
The formulation of laws and regulations in the field of plastic packaging, especially food packaging, is an action that should be taken and perfected by relevant national departments. It is difficult to achieve the desired results by relying solely on corporate consciousness and consumer reports. Therefore, it must rely on the enforcement of relevant departments. Let the industry develop in the direction of safer, more environmentally friendly and more economical.
For companies, biodegradable materials have become a highlight in the packaging industry. We will do a good job in packaging waste treatment and resource recycling to achieve the requirements of sustainable development.
According to the "2013-2017 Analysis and Forecast Report on the Operation and Research of the Plastic Packaging Box and Container Manufacturing Industry" issued by Shangpu Consulting, the 12th Five-Year Plan will be a critical period for the large-scale development of the plastic packaging industry, but it will suffer from excess capacity and low-level repeated construction. The influence of factors has hindered the development of the industry. In order for the packaging industry to transition from relying solely on volume growth and expansion of production capacity to relying on scientific and technological innovation, technological progress, and optimized structural adjustment, it is necessary to achieve green and sustainable development of the industry.
Due to the strong support of the upstream market, the price of plastics (20.00, 0.19%) has recently continued to fluctuate at a high level. However, due to the lack of downstream demand, the downward focus of plastic prices in the future is inevitable. Therefore, the operating ideas can be considered short selling L1305 contract in the 11050 yuan area. Conservative investors can also use short-sale LLDPE and long hedge arbitrage strategies on PVC (20.00, 0.30%) main contracts.
From the upstream situation, from December 2012 to January this year, the trend of Japanese naphtha was relatively flat, and the center of gravity slightly decreased in January, which will further weaken the support for plastic prices. According to statistics, in November 2012 PE output reached 98.50 million tons, an increase of 2.4% over the previous month, of which LLDPE output was 370,000 tons, an increase of 3.64% over the previous month. LDPE output was 160,000 tons, an increase of 1.91% over the previous month, and HDPE output was 455,000 tons, an increase of 1.56% over the previous month. An accident at the 600,000-ton / year new ethylene cracking unit of Daqing Petrochemical, which accounted for 5% of the annual polyethylene output some time ago, caused manufacturers to pay attention to the technical safety of the Daqing petrochemical distillation tower, thereby increasing the large-scale maintenance of production equipment Risk, give plastic futures a certain support. From the perspective of the downstream situation of plastic woven bags , agricultural film is an important part of the downstream demand of the LLDPE industry chain, and the output of agricultural film fluctuates greatly with the busy agricultural and leisure seasons. January is the transition month when this seasonal demand changes from victory to decline. The concentrated decline in agricultural film production and demand will eventually lead to a faster contraction of the LLDPE supply and demand gap, which will cause the LLDPE future price to be weak.
From a macro perspective, the impact of the international environment on the domestic plastics market is increasing. According to statistics, the proportion of foreign imports in the apparent plastic consumption has been approaching around 0.4, and the proportion in January is expected to hover around 0.4. Under the influence of global quantitative easing monetary policy, domestic import pressure will be further increased. In December 2012, the final value of China's manufacturing purchasing managers index (PMI) rose sharply to 51.5, the highest level in 19 months, which will give a certain boost to the capital market, thereby increasing the volatility of plastic futures prices.
From the perspective of the trend, the pressure on plastic futures is intensive, and the strong futures difference between the spot and plastic 1305 contracts is expected to increase the number of sellers who sell hedges.In addition, the recent increase in warehouse receipts has led to increasing pressure on the main plastics 1305 contract. If there is no large-scale maintenance, the overall trend in January will be mainly volatile downward, and this week will see a turning point in plastics. plastic woven bag