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中信证券:政策驱动循环经济,再生PET价值跃迁
Xin Lang Cai Jing· 2025-08-19 00:41
Core Insights - The rPET industry is experiencing explosive growth driven by policy initiatives and brand ESG demands, with global demand expected to reach 27.35 million tons by 2030 [1] Industry Overview - Current mainstream physical recycling methods face limitations in raw materials (relying on waste bottle flakes) and product downgrading bottlenecks, resulting in low added value [1] - Breakthroughs in chemical and enzymatic recycling technologies are crucial for overcoming these challenges, offering broader raw material applicability and higher conversion rates of 10-25 percentage points [1] Market Potential - rPET products exhibit superior performance, unlocking a market potential of millions of tons, and can command a green premium of 10%-35% [1] - The expected profit per ton of rPET is projected to be between 3,500 to 4,000 yuan [1] Competitive Landscape - Companies focusing on chemical and enzymatic recycling technologies are positioned to seize market opportunities and gain a competitive edge [1]