废旧塑料的再利用——新的发展机会

Investment Rating - The report indicates a strong long-term investment opportunity in the recycling of plastic waste, with a projected market value increase from approximately €30 billion today to about €370 billion by 2050, representing a twelvefold growth [45]. Core Insights - The global plastic waste management landscape is evolving, driven by regulatory pressures, sustainability demands, and market forces, which are expected to significantly increase recycling rates from about 10% today to approximately 45% by 2050 [39][44]. - The overall market value of municipal solid waste (MSW) is projected to grow from €160 billion in 2021 to €860 billion by 2050, with a compound annual growth rate (CAGR) of 6% [22][28]. - The report emphasizes the importance of policy mechanisms as key catalysts for waste recycling and reuse, highlighting that effective regulatory frameworks can drive significant improvements in recycling rates and market dynamics [60][61]. Summary by Sections Global Urban Solid Waste Context - Urban solid waste is expected to double by 2050, reaching 4 billion tons, primarily driven by population growth and increased consumption in emerging economies [8][9]. - The average global urban solid waste generation is about 250 kg per person per year, with significant disparities between developed and developing economies [9][12]. Recyclable Materials with a "Golden" Future - The value of global plastic waste is projected to increase significantly, with the potential to reach €370 billion annually by 2050 if recycling rates improve to 45% [3][15]. - The report identifies four key recyclable materials (fibers, metals, plastics, and glass) that currently account for 35% of urban solid waste and are expected to maintain this proportion through 2050 [12][27]. Plastic Waste Management - Currently, only about 10% of plastic waste is recycled, with the majority either landfilled or incinerated [41][44]. - The report anticipates that the total volume of plastic waste will reach approximately 510 million tons by 2050, with a slower growth rate of 1-1.5% due to increased regulatory pressures and consumer demand for sustainable products [36][37]. Investment Opportunities in Recycling - The report highlights that mechanical and chemical recycling are expected to grow significantly, with mechanical recycling projected to have a CAGR of about 5% and chemical recycling around 14% [39][55]. - The total investment required for plastic waste recycling capabilities is estimated to exceed €190 billion from 2021 to 2050, averaging about €6 billion annually [59]. Policy Mechanisms and Market Dynamics - Effective policy frameworks are crucial for enhancing recycling rates and market efficiency, with various strategies including producer responsibility and minimum purchase price guarantees being highlighted as effective measures [60][64]. - The report suggests that the interplay between regulatory frameworks, market forces, and stakeholder engagement will shape the future of plastic waste management and recycling [61][65].