2025（第三届）高分子循环再利用大会 ——化学回收、物理回收、创新应用、动态高分子 大会概况 高分子循环利用已成为缓解全球资源紧缺与环境压力的重要途径，世界许多国家都已出台强制使用再 生高分子的政策法规。新央企中国资源循环集团的重磅成立，或标志着我国高分子循环利用产业将迈 向新的发展地位，战略意义凸显。 世界不同区域对于高分子循环回收的最新态度和举措是什么？面向"十五五"，国家对于高分子循环利 用产业的顶层设计将有何指导？高分子循环回收到底能不能挣钱？究竟哪种先进技术能实现大规模可 复制？循环高分子材料的应用能为制品企业带来多少的税收减免红利？产品的碳足迹怎样追溯与核 算？如何在强制法规与产业"内卷"中脱颖而出？分子可逆设计能否从根本上打破高分子难回收枷锁？ 第三届高分子循环再利用大会 将于 12月11-13日 在 浙江宁波 召开，本届大会围绕 政策趋势、化学 回收&物理回收技术、循环材料高值化利用（纺织、家电、汽车、包装、风机叶片）、动态可持续高 分子 展开交流与合作。大会将邀请国际领先企业、代表性专家学者、政府、园区、资本、协会和联 盟等各方共探高分子循环利用之路。 组织机构 主办单位： 宁波德泰中研信 ...

Core Viewpoint - The polymer recycling industry is crucial for alleviating global resource scarcity and environmental pressure, with many countries implementing mandatory regulations for the use of recycled polymers. The establishment of the China Resource Recycling Group signifies a new strategic position for China's polymer recycling industry [3]. Group 1: Conference Overview - The Third Polymer Recycling Conference will be held from December 11-13, 2025, in Ningbo, Zhejiang, focusing on policy trends, chemical and physical recycling technologies, and high-value utilization of recycled materials across various sectors [3][53]. - The conference aims to gather international leading companies, experts, government representatives, and capital to explore the path of polymer recycling [3]. Group 2: Key Speakers and Topics - Zhang Li Qun, an academician of the Chinese Academy of Engineering and president of Xi'an Jiaotong University, will lead discussions on advanced polymer materials [4]. - Li Ming Feng, president of Sinopec Research Institute of Petroleum Processing, will present on the chemical recycling of waste plastics [7][8]. - Experts from various organizations will share insights on innovative recycling technologies, including microwave-driven degradation and enzyme-based recycling methods [10][19][20]. Group 3: Highlights of the Conference - The conference will provide insights into global plastic recycling policies and China's 14th Five-Year Plan for plastic recycling [53]. - Advanced recycling technologies will be discussed, including thermal cracking and catalytic processes for mixed low-value waste plastics [53][56]. - The event will address the challenges of balancing performance, compliance, and sustainability in recycled plastics across industries such as textiles, appliances, and automotive [53]. Group 4: Youth Forum - The Youth Forum will focus on identifying promising teams and technologies in the polymer recycling field, featuring over 20 presentations on innovative recycling techniques and carbon footprint assessment [60].

废塑料循环万亿市场启动在即 20251116 摘要 新型聚合物项目导致聚合物价格下降，压缩了物理循环再生材料的利润 空间，若情况持续，可能需要强制使用和回收以维持投资，而化学循环 市场因技术成熟和环境溢价展现增长潜力。 大型消费品公司如联合利华、高露洁调整了再生材料使用承诺，因低估 回收难度导致合格供应不足，更倾向于选择经 IICC 认证的化学循环产品。 每年超千万吨塑料垃圾入海，微塑料通过食物链威胁人体健康，塑料全 生命周期温室气体排放到 2050 年或占全球碳预算 15%，加剧气候变化， 治理成本高昂。 全球仅约 10%的废塑料被回收再生，化学循环技术可大幅提高回收率， 国际《结束塑料污染公约》旨在通过全生命周期管理治理塑料污染。 塑料回收面临技术、政策和经济成本挑战，现有制度鼓励一次性使用和 废弃，需建立新体系，全球正积极推动《结束塑料污染公约》。 欧洲循环经济立法超前，通过包装法案、数字护照等强制使用再生材料， 影响中国出口企业，中国将治理塑料污染列为国家重大改革任务。 按比例使用再生材料是解决玻璃、纺织品等低价值产品回收难题的关键， 化学循环可处理复杂混合物，汇成环保是目前唯一成熟商业化案例。 Q& ...

Core Insights - The article emphasizes the significance of polymer recycling as a crucial approach to alleviate global resource scarcity and environmental pressure, with many countries implementing mandatory regulations for the use of recycled polymers [3] - The establishment of the new central enterprise, China Resource Recycling Group, marks a strategic advancement for China's polymer recycling industry [3] - The upcoming Third Polymer Recycling Conference will focus on policy trends, chemical and physical recycling technologies, and high-value applications of recycled materials [3][20] Conference Overview - The Third Polymer Recycling Conference will be held from December 11-13, 2025, in Ningbo, Zhejiang [5] - The conference aims to gather international leading companies, experts, government representatives, and capital to explore the path of polymer recycling [3][20] Key Topics - The conference will cover the latest attitudes and initiatives regarding polymer recycling from different regions, as well as China's top-level design for the polymer recycling industry during the "14th Five-Year Plan" [3][23] - Discussions will include the economic viability of polymer recycling, advanced technologies for large-scale replication, and the tax benefits for companies utilizing recycled materials [3][20] Featured Speakers - Notable speakers include Zhang Li Qun, an academician of the Chinese Academy of Engineering, and leaders from various companies specializing in recycling technologies [5][7] - The conference will feature experts from companies like BASF and Eastman, who will share advancements in chemical recycling technologies [10][11] Highlights of the Conference - Insight into global plastic recycling policies and China's "14th Five-Year" plastic recycling plan [20] - Sharing of advanced recycling technologies and case studies on the economic aspects and yield analysis of chemical and physical recycling [20] - Addressing challenges in balancing performance, compliance, and sustainability in various sectors such as textiles, appliances, and automotive [20] Agenda Overview - The agenda includes a macro forum on polymer recycling, advanced recycling technology discussions, and case studies on the circular use of PCR/PIR polymers [21][23] - Special activities will include a youth scientist forum aimed at discovering innovative teams and technologies in the polymer recycling field [27]

Core Insights - Eastman Chemical Company has made significant advancements in chemical recycling, particularly through its methanolysis technology, positioning itself as the largest polyester chemical recycling enterprise globally [2][5] - The company is set to present its latest progress in polyester methanol chemical recycling at the 2025 Polymer Circular Economy Conference in Ningbo, China [5] Production Capacity and Facilities - Eastman operates three global plants, with one in Kingsport, Tennessee, already in operation, boasting an annual capacity of 110,000 tons (250 million pounds), making it the largest facility of its kind [4] - The Kingsport facility achieved record operational uptime and output in Q1 2025, contributing an estimated $75 million to $100 million in profits [4] - A second facility in Normandy, France, is under construction with a planned investment of $1 billion, expected to process 110,000 tons of waste plastic annually by 2027-2028 [4] - A third plant in Longview, Texas, with a total investment of $1.2 billion, is scheduled for completion in 2028, also processing 110,000 tons of difficult-to-recycle waste plastic [4] Business Strategy and Market Position - Despite the higher capital investment required for chemical recycling technology, Eastman views it as a "reasonable and profitable" business strategy, indicating that large-scale development is just beginning [5] - The methanol-based polyester recycling process offers advantages over traditional glycol methods, allowing for the recycling of colored bottles and carpets into virgin-equivalent monomers, thus addressing the limitations of physical recycling [5] Conference Overview - The 2025 Polymer Circular Economy Conference will focus on policy trends, chemical and physical recycling technologies, and high-value utilization of circular materials across various industries [15][36] - The conference aims to explore the latest attitudes and initiatives regarding polymer circular recycling globally, with a particular emphasis on China's strategic planning for the industry [15][40]

Core Viewpoint - Green Energy Technology Group (00979.HK) reported a revenue of approximately HKD 68.9 million from continuing operations for the fiscal year 2025, representing a year-on-year decrease of about 2.7%. The net loss attributable to shareholders was approximately HKD 16 million, an increase of 11.9% year-on-year, with a basic and diluted loss per share of HKD 0.0118 [1] Revenue and Profitability - The decrease in revenue and margin profit was primarily due to the decline in the renewable energy segment's performance during the fiscal year 2025 [1] - The group recorded impairment losses on property, plant, and equipment related to its plastic recycling business in fiscal year 2025, which were not present in fiscal year 2024 [1] Operational Challenges - The surge and volatility in international freight costs led to the cancellation of some orders from renewable energy customers in Europe [1] - The gross margin of the renewable energy segment was eroded due to rising raw material procurement costs and local transportation costs [1] Segment Performance - The performance of the construction waste and processing services business, as well as the plastic recycling/metal waste business in Germany, deteriorated due to increased employee and energy costs [1]

Core Points - The company reported a revenue of approximately HKD 68.887 million for the fiscal year ending June 30, 2025, representing a year-on-year decrease of 2.73% [1] - The loss attributable to shareholders was HKD 16.034 million, an increase of 12.02% compared to the previous year, with a basic loss per share of HKD 1.18 [1] Revenue Analysis - The decline in revenue was primarily due to a decrease in income from the renewable energy segment during the fiscal year 2025 [1] - The increase in net loss was mainly attributed to reduced income and margin profit from the renewable energy segment, as well as impairment losses recognized for property, plant, and equipment related to the plastic recycling business, which did not occur in the fiscal year 2024 [1] Cost and Margin Impact - The surge and volatility in international shipping costs led to some order cancellations from renewable energy customers in Europe [1] - The gross margin of the renewable energy segment was eroded due to rising raw material procurement costs and local transportation costs [1] Other Business Segments - The performance of the construction waste and processing services business, as well as the plastic recycling/metal waste business in Germany, deteriorated due to increased employee and energy costs [1]

Core Viewpoint - Green Energy Technology Group (00979) reported a decrease in revenue and an increase in losses for the fiscal year ending June 30, 2025, primarily due to challenges in its renewable energy segment and impairment losses related to its plastic recycling business [1] Financial Performance - Revenue from continuing operations was approximately HKD 68.887 million, a year-on-year decrease of 2.73% [1] - The loss attributable to shareholders was HKD 16.034 million, representing a year-on-year increase of 12.02% [1] - Basic loss per share was HKD 0.0118 [1] Business Segment Analysis - The decline in revenue was mainly attributed to reduced income from the renewable energy segment during the fiscal year 2025 [1] - The increase in net losses was driven by decreased revenue and margin profits in the renewable energy segment, along with impairment losses on property, plant, and equipment related to the plastic recycling business, which were not present in the fiscal year 2024 [1] Operational Challenges - The surge and volatility in international shipping costs led to some customers in Europe canceling orders in the renewable energy segment [1] - The gross margin of the renewable energy segment was eroded due to rising raw material procurement costs and local transportation costs [1] - The performance of the construction waste and processing services business, as well as the plastic recycling/metal waste business in Germany, deteriorated due to increased employee and energy costs [1]

Group 1 - PureCycle announces a $2 billion global expansion plan to build multiple plants in Asia, Europe, and North America by 2030 to enhance polypropylene recycling capacity [1] - The company has achieved commercial production in Ohio, USA, with a first-quarter operating rate close to 90% and revenue of $1.4 million, marking a key breakthrough from laboratory to commercial application [1] - The new plants will be located in Rayong, Thailand, Antwerp, Belgium, and Georgia, USA, with annual capacities of 60,000 tons each for Thailand and Belgium, and 140,000 tons for Georgia, aiming for a total global capacity of 450,000 tons by 2030 [1] Group 2 - Despite challenges in the plastic recycling industry, such as the bankruptcy of Brightmark's Indiana facility and Braskem's exit from the Dutch recycling market, PureCycle is advancing its expansion based on long-term policy and market assessments [2] - Stricter recycling material content regulations in Europe expected to be implemented by 2030 will likely drive demand for recycled polymers [2] - The trend towards scaling chemical recycling is supported by Bain & Company, indicating that companies need to position themselves strategically within the value chain [2]

Core Insights - The need for effective policies and community involvement to enhance plastic recycling rates in the Asia-Pacific region is emphasized, alongside technological advancements [1][2] - The cost of producing recycled plastics is often higher than that of new plastics made from fossil fuels, highlighting the necessity for market intervention to create a fair competitive environment [1] - The importance of Extended Producer Responsibility (EPR) programs is underscored, which require manufacturers to take responsibility for the entire lifecycle of their products [1] - There is a significant demand for recycled materials, with major brands currently falling short in their commitments, leading to a substantial gap in available materials [2] Group 1 - The Asia-Pacific region requires reasonable policy support to improve plastic recycling rates and address environmental challenges [1] - Market intervention is necessary to support recyclers, especially against brands lacking sustainable development goals [1] - EPR programs can effectively incentivize the recycling of plastic waste by recognizing the value of materials that could otherwise become pollutants [1] Group 2 - Mandatory targets for incorporating recycled materials into packaging are essential to create a market independent of fossil fuel prices [1] - Countries can independently establish effective waste plastic recycling policies without waiting for international agreements [2] - A circular economy system should be built to prioritize and efficiently utilize recycled materials [2]