40.33亿元大单敲定 卓然股份跻身生物降解材料赛道

Group 1 - The core point of the news is that Shanghai Zhuoran Engineering Technology Co., Ltd. has signed a strategic agreement to undertake a 4.033 billion yuan contract for a 1.2 million ton PBAT biodegradable polyester project, marking its entry into the biodegradable materials sector [1] - The collaboration leverages Dongjing Company's full industry chain advantages in BDO to PBAT production, which includes self-sourced raw materials and energy, providing cost control benefits [1] - Zhuoran's expertise in modular and integrated chemical equipment technology complements Dongjing's capabilities, creating a new model for industrial upgrading that integrates green materials and intelligent equipment [1] Group 2 - Zhuoran's deep technical accumulation in modular design and integration of chemical installations will provide critical support for Dongjing's industry chain layout [2] - The company's research on modular design for propylene polymerization equipment represents a significant breakthrough, optimizing project construction cycles and reducing operational costs while enhancing quality and efficiency [2] - Zhuoran's systematic capabilities in energy management and low-carbon operations align well with Dongjing's energy self-sufficiency and resource recycling model, facilitating a collaborative exploration of "green energy + green manufacturing" [2] Group 3 - The global emphasis on environmental protection and sustainable development has made green and low-carbon practices a necessity in the chemical industry [3] - The PBAT market has significant potential, but high costs and scalability remain industry bottlenecks; Zhuoran's intelligent equipment technology can automate production, reduce costs, and improve product quality [3] - Zhuoran's entry into the PBAT sector serves as a beneficial reference for traditional chemical equipment companies transitioning towards high-end and green solutions in the context of the "14th Five-Year Plan" promoting a circular economy [3]