'Forbidden programs' | Is the industry big mountain or policy dividends?

On July 18, the State Council promulgated the Implementation Plan on Reform of the Management System for the Import of Solid Waste against Banning the Entry of Foreign Rubbish into the Territories. The Plan regulates the catalog of imported solid waste management by the end of July 2017. Until the end of 2017, Plastic, unsorted waste paper as well as textile waste, vanadium slag, etc. By the end of 2009, the import of alternative solid wastes from domestic resources will be phased out.

After the release of the program, some waste plastics companies complain bitterly. The program has been dubbed as one of the "three big mountains" (the "three big mountains" that are pressed on the head of the industry: banning imports of solid waste, environmental protection supervision Check and tax inspection); while others are 'applauding', that can promote the transformation and upgrading of the industry, and play an active role in the domestic environmental governance.

At present, the "program" has been released more than five months, how much impact on domestic imports? "Program" in the end is the pressure on the head of the industry or the policy dividend Xiaobian from the following aspects to explore.

1, imports of waste plastics 'cliff-type' decline, major adjustments to the industry

First of all, let us look at the change of domestic waste plastic imports from January to October 2017 (Unit: 10,000 tons)

Source: renewable resources

The sharp decline in domestic imports in July was mainly due to the one-month special rectification action against environmental violations committed by the Ministry of Environmental Protection in July on the processing and utilization of imported waste, so compared with June, from August, imports Volume is a continuous decline, especially in October, it is even closer to 'cut' situation.

Source: renewable resources

January-October 2017 Domestic waste plastics imports were 5.42 million tons, a decrease of 480,000 tons or 8.9% from 5.9 million tons in the same period of 2016.

It can be seen from the above data and comparison that the implementation of the "program" has had a clear impact on the domestic imports of waste plastics.

Insiders said that at present, 50% of the waste plastics manufacturers that rely on imports are in a state of shutdown, so that for the waste plastics manufacturers that rely on imports, the "plan" is a veritable "big mountain."

According to Xiao Bian understood that the discontinued businesses are mostly small and medium sized cleaning, crushing or granulation business, the production of particles or modified products businesses less affected. Therefore, the industry's most 'worry and fear' is imported scrap processing and utilization of business, Such enterprises are facing more stringent regulation.

2, in the pressure forward, short-term pain conceal long-term dividend

But on the other hand, For the entire waste plastics industry, "program" implementation is obvious policy dividend.

On the one hand, the use of policy levers in the country to guide enterprises in the plastic industry more close to the domestic background of waste plastics processing, domestic waste plastics recycling, sorting and environmental governance will be higher.

Taking 2016 as an example, China imported 7,350,000 tons of waste plastics. After the ban on imports, the lack of raw materials will make the entire industry face a re-layout, allowing more enterprises to further tap the domestic market and promote the development and standardization of the domestic waste plastics recycling industry. The entire plastics industry, industrial restructuring and upgrading.

On the other hand, the "program" was released, boosting domestic waste plastic prices All the way 'triumph'.

The PS renewable particles, for example, by the end of July the market price of 5500 yuan / ton, December 7 market price of 7400 yuan / ton, up about 1900 yuan / ton, or 34.5% for the domestic waste plastics industry is 'Stand up serfs to sing'.

While formulating a policy of banning imports, the "program" also has an overall design with a longer-term higher profile. The "Plan" proposes to speed up the construction of domestic solid waste recycling system, establish and improve producer responsibility extension system, and promote the classification of urban and rural household garbage and increase The domestic solid waste recycling rate will increase the domestic solid waste recycling capacity from 246 million tons in 2015 to 350 million tons by 2020. The target is for the entire renewable resource industry but the waste plastics industry will certainly benefit from endless benefits .

In addition, the "Program" also proposed to play a leading role of "city mine" demonstration base, a major demonstration project of resource recycling, recycling economy demonstration zone and the leading role of recycling key enterprises, improve the recycling of renewable resources infrastructure, and promote domestic solid Waste processing and utilization of park-based, large-scale and clean development.

In the past two years, under the environmental protection remediation, the status quo of scattered casualties in the waste plastics industry has been greatly improved. However, the treatment of waste water and waste generated from the recycling and cleaning sectors remains a major problem that can not be solved. Banned is an inevitable result, and the park with complete facilities and standardized operation basically solved the problem.

For example, on October 29, the Guiding Opinions on Promoting the Construction of Resource Recycling Base promulgated by the NDRC and other three ministries and commissions clearly pointed out that the resource recycling and utilization base is the classification and utilization of urban waste such as waste plastics, etc. And put forward a plan to establish around 50 resource recycling bases across the country by 2020, and increase the utilization rate of waste resources in the service areas of base stations by more than 30%, and explore the formation of a batch of projects that are in line with the development of urban green development Waste disposal mode, and effectively provide protection for the urban green cycle development.Therefore, under the general trend of policy adjustment, the development of norms for the admission of waste plastics enterprises is bound to become a trend.

3, 2018 industry reshuffle will intensify, all parties need to adjust themselves to actively respond

In the "Nineteenth National Congress of the CPC Central Committee," General Secretary Xi Jinping pointed out: To build an ecological civilization is a grand project of the sustainable development of the Chinese celebrities. Adhering to the harmonious co-existence between man and nature, it is necessary to establish and practice the concept of " Adhere to the basic national policy of conserving resources and protecting the environment and treat the environment as a treat for life.

Therefore, in terms of environment and industry development, the implementation of the "Program" is a veritable bonus.

In 2017, the policy adjustment is only the beginning, and the industry reshuffling will intensify in 2018. The face of policy adjustments and industry reshuffle, waste plastics companies how to dividend for the security ', and seize the opportunities for development? Xiaobian that can do the following aspects:

First, increase the construction of the domestic recycling system;

Second, innovative recycling model;

Thirdly, actively carry out overseas business layout and seize the opportunities.

Fourth, broaden their products, extending the business chain;

Five is the use of technology and equipment upgrades;

Sixth, standardization system construction.

2016 GoodChinaBrand | ICP: 12011751 | China Exports