BDO行业“三箭齐发”破解结构性矛盾

Core Viewpoint - The BDO industry is focusing on addressing structural contradictions through technological innovation, downstream applications, and a unified national market to enhance profitability and prevent disorderly competition [1][2] Group 1: Industry Challenges and Strategies - The BDO industry aims to tackle potential market risks by creating a fair, innovative, and mutually beneficial ecosystem while preventing "involution" and disorderly competition [1] - A consensus was reached on the need for "production limits to stabilize prices" and the establishment of a "capacity warning mechanism" to reverse the trend of companies operating at a loss to dilute fixed costs [1] - The industry is encouraged to shift towards high-end and differentiated transformation, optimizing the development structure and phasing out outdated capacities to promote healthy growth [1] Group 2: Future Development Logic - The development logic for the BDO industry during the "14th Five-Year Plan" period will focus on transforming existing facilities into high-end material inputs rather than merely building more production units [2] - There is an emphasis on promoting the application of biodegradable plastics and leveraging the technological value of functional plastics, as well as advancing BDO's development in high-performance fibers, new energy batteries, and biomedical materials [2]