Fu Xiangsheng, Vice President of China Petroleum and Chemical Industry Federation: Innovation is the key to solve all problems
New chemical materials are closely related to national security, national defense security and strategic emerging industries. They are a typical representative of a country's industrial and industrial development level and the overall technological level of a country. They directly promote and affect the speed and progress of a new round of technological revolution and industrial transformation.
As an important part of new materials, bio-based and degradable materials have become the focus of global attention and research and development in recent years. China is currently facing the requirements of the "double carbon" policy, and the production of chemicals and degradable plastics from bio-based renewable resources has ushered in new development opportunities. Since the promulgation and implementation of China's plastic prohibition and restriction policies last year, biodegradable materials such as polylactic acid (PLA) and PBAT have rapidly warmed up, becoming the biggest focus of people's attention, enterprise research and development, planning, construction and production, and even overheating, which should arouse our attention. First, the industrialization of bio-based and degradable materials is restricted by technology and innovation; Second, bio-based chemicals and degradable materials are not many economically competitive products at present; Third, the restriction bottleneck of bio-based chemicals and biodegradable materials is obvious; Fourth, degradable materials can only partially replace the synthetic materials of fossil raw materials, and it is impossible to completely rely on degradable materials to solve plastic pollution. These problems deserve our attention and consideration.
To promote the high-quality development of degradable materials, innovation is the key to solve all problems. Solve the problem of immature technology through innovation, solve the problem of engineering industrialization through innovation, and solve the problem of economy and competitiveness through innovation. At the same time, in the face of the "double carbon" goal, there is a new field innovation topic, which is a hot topic that the world attaches great importance to and is in the process of R&D and technical research - methanol production from carbon dioxide, and then olefins, organic chemicals and new materials, which is also worthy of our research and attention.
Cui Xuejun, Secretary of the Party Committee and Chairman of China Chemical News Service Co., Ltd.: "Industry+Finance" injects new energy into the industry
In recent years, China Chemical News Co., Ltd. has been carrying out continuous reform and development around the 12-character policy of "main battlefield, commanding heights, storytelling and ecosystem". Four years ago, in response to the call of the national financial policy and in combination with the actual development of the chemical industry, we launched the "Promoting Industry+Finance Action Plan", which aims to promote the integration of industry and finance in the chemical industry, effectively connect the capital market and promote the development of the real economy. This move has received positive response and support from industry and financial circles.
In the past four years, around "industry+finance", we have launched a number of exploratory and pioneering work together with industry and finance. These include: joint financial institutions to prepare industrial funds; Industrial financial research, last year and this year, mainly focused on the development of industry and finance in the field of degradable materials in the sub-track; Investment and financing docking, signed a number of agreements in new chemical materials and high-end intelligent manufacturing; Actively promote the construction of "industry+finance" publicity service platform. Through this platform, we strive to gather a group of like-minded partners, jointly create an industrial financial environment conducive to the healthy development of the industry, and achieve win-win results in many ways. As China's capital market matures, becomes more standardized, transparent and open, and the financial support system for small and medium-sized enterprises is further improved, the "Industry+Financial Action Plan" will also inject more new impetus into the high-quality development of the petrochemical industry.

　　Zhu Jingli, Vice President of Huafeng Group Co., Ltd.: Based on green industry, improve product added value
Green, low-carbon and circular development is a key strategic goal of Huafeng Group's 100 billion industrial layout in the "14th Five-Year Plan". In recent years, with the breakthrough of Huafeng Group in the two "neck" technologies of adiponitrile and PPC, it has made every effort to cultivate and expand the nylon 66 integration and degradable plastic industry on the basis of the existing industry. On the track of degradable materials, Huafeng Group has made use of the technology accumulation in the industrial chain, and after several years of concentrated research and development, has now broken through the key technology for improving the performance of PBAT degradable materials, built an industrial device with an annual output of 30000 tons, and obtained degradable products with excellent thermal, mechanical and combined properties.
At the same time, Huafeng Group has also successfully developed carbon dioxide based high molecular weight biodegradable materials closely around the goal of carbon neutralization. This technology mainly uses carbon dioxide captured in industrial waste gas as raw material, and adopts the current mainstream series polymerization process, which can realize the optimization of production for half a year. It has the advantages of significantly reducing energy consumption, less negative products, and stable product performance.
Huafeng Group will strive to promote the transformation of products into high-quality, differentiated, environment-friendly and high-value-added products, and realize the transformation of the industrial chain, product chain and value chain to the middle and high-end. Huafeng Group will also continue to expand on the basis of the existing degradable plastic projects, play a demonstration role in the green and low-carbon development of domestic degradable materials, provide new solutions for the treatment of degradation pollution, and explore new development paths for the carbon peak carbon synthesis.
Dong Zhanfeng, Deputy Director of the Policy Institute of the Environmental Planning Institute of the Ministry of Ecology and Environment: Seize the new opportunity of "double carbon" policy
"Double carbon" is a major strategic choice to build a new development pattern and an important commitment made by China to the international community. At present, carbon emissions have become a common external factor for global development and the most important common political issue in the world. The state has clearly stipulated that the promotion of economic and social development is based on the efficient use of resources and green and low-carbon development, and we should resolutely win the projects with high energy consumption and high emissions that do not meet the requirements.
The "double carbon" policy has brought huge opportunities and market space to the degradable material industry. How to seize the opportunities is the key. From the perspective of the industry, it is the premise to follow the general direction of the country and formulate and implement the industry carbon neutral strategy. At the same time, promoting the industry's pollution reduction and carbon reduction, and synergy is the fundamental to the long-term development of the industry. We should clearly recognize that carbon efficiency and carbon assets are important competitiveness of enterprises. In addition, enterprises should have a long-term development perspective, actively explore carbon neutral strategic plans, make strategic reserves for further expansion and strengthening, and actively strive for a series of favorable policies and special financial support subsequently issued by the country. In terms of technology supply, enterprises should, on the one hand, increase the digestion of international advanced technologies, on the other hand, strengthen collaborative management of autonomous and disruptive technologies, strengthen technical research and accelerate industrial transformation. Enterprises themselves should also explore new elements for managing production and operation, and accelerate the construction of modern carbon governance capacity.
Ji Junhui, Researcher of the Institute of Physics and Chemistry of the Chinese Academy of Sciences and Secretary-General of the Biodegradable Resin Branch of the China Synthetic Resin Association, said that the treatment of plastic pollution requires both degradation and recovery
Although some people often say "NO to plastic" in the society now, in fact, there is no problem with plastic itself. The problem is plastic waste. Due to the improper disposal of a large number of cheap plastic disposable products or other plastic products after use, the environment has been seriously polluted and the ecology has been damaged. Statistics show that in 2020, the recycling rate of waste plastics in China is only about 30%, and the remaining 70% will be disposed through landfill, incineration and leakage processes, with a large amount of plastic waste. In 2021, China issued the "Fourteenth Five-Year Plan" plastic pollution control action plan, clearly promoting plastic substitutes, and also emphasizing the recycling and reuse of waste plastics. However, the packaging of articles such as the use process is polluted and not allowed to be recycled provides a huge market space for degradable plastics.
At present, there are many new technologies in the field of plastic recycling in China: first, thermo-mechanical molding technology, which can be directly mixed and recycled without separation of polyolefin waste; Second, some polyolefin products are used to produce asphalt modifier products, with relatively high use value. At the same time, the field of degradable plastics in China has developed rapidly. According to the products involved in the plastic restriction order, the plastic prohibition order will accelerate the formation of a market demand of 5 million to 6 million tons of degradable plastics after 2026.
In terms of the price of PBAT and polylactic acid, with the breakthrough of domestic lactide production technology in the past two years, there is no technical barrier to the development of the domestic polylactic acid industry in the next step, and the increase of polylactic acid production can be expected. Although the price of corn grain has risen recently, the price of polylactic acid has gradually declined and gradually returned to normal. Due to the soaring price of raw material BDO, PBAT has experienced price inversion. In the future, with the improvement of global epidemic, PBAT is expected to enter a good development state.

　Liu Hairong, senior analyst of Haitong Securities and Chemical: mainstream materials PLA and PBAT should consider the upstream layout
As for degradable materials, PLA and PBAT are the mainstream of the industry due to their cost and technical advantages. The market space of PLA and PBAT is large. From the perspective of cost, the future development of PLA is better than that of PBAT.
In the second half of 2020, according to the budget, the output of PBAT will be 10000 tons, the profit will reach about 100 million, and the investment return period will be 3 months. But at present, the situation of PBAT industry is not very optimistic. From the perspective of the industrial chain, the direct raw materials of PBAT are BDO, adipic acid and PTA. Although PTA prices rose in 2021, they are still at a low level in history, and there is little pressure on future price rise. From the perspective of adipic acid supply and demand, supply and demand will face a tight balance. From the perspective of price, the price of BDO products has risen rapidly since 2021, approaching the highest point in recent years. According to the raw material outsourcing calculation, PBAT is in a loss state. Therefore, if the industry wants to invest in PBAT in the future and obtain considerable profits, the advantages of raw material integration are essential.
The core barrier of PLA is lactide, and the scale of industry expansion is limited. At present, there are only five enterprises in the world that master the synthesis technology of lactide. Therefore, the enterprises that only do PLA in the industry have small production capacity and most of them have stopped production. From the perspective of current launch, the PLA industry will develop well in the next 3-5 years. With the development of synthetic biology, there is a huge demand for bio-based products in the future. At the same time, PLA enterprises also need to layout upstream, and need to consider lactic acid matching or planting corn to make up for the shortage of raw materials.
Wen Liang, Director of the Planning and Development Department of the National Energy Group Chemical Company: Building a new engine for the growth of coal-based new materials industry
At present, the green development pressure of China's coal chemical industry is high, the project product scheme is single, the problem of homogeneity is serious, and the core competitiveness is not prominent. Through the development of coal-based new material projects, the goal of energy conservation and consumption reduction can be achieved, and finally the industrial chain can be extended, the value chain can be upgraded, and the high-quality differentiated development can be achieved.
Shanghai Pujing Chemical Co., Ltd., under the mixed ownership of National Energy Group, has independently developed the PGA biodegradable technology. At present, the 2021 Yulin Chemical 50000 t/a PGA demonstration project has been launched. The technology mainly adopts the glycolide ring-opening polymerization method. The main raw materials rely on the ethylene glycol project under construction and the cost is far lower than that of lactic acid. It is the same as the mature polylactic acid technology route, and has the advantages of high strength, high barrier, high heat resistance, and full degradation. Even at low oil prices, compared with biodegradable materials such as PBS and PBAT in petrochemical routes, the product cost still has a competitive advantage.
National Energy Group will carry out the integrated and intensive layout of "coal - chemical - new materials - new energy". Through "green hydrogen, green oxygen, green electricity, hydrogen storage and energy storage", realize the coupling of new energy and new chemical materials, and promote the conversion of coal from fuel to raw material. Through photovoltaic and wind power production of clean electricity, green hydrogen sources, the introduction of coal based carbon materials for efficient energy storage and hydrogen storage, hydrogen fuel cell trucks and other energy complementary and comprehensive utilization methods, the coal consumption and carbon dioxide emissions are systematically reduced in multiple links.

Meng Yuezhong, director of the Institute of Environmental Materials, Sun Yat-sen University, said that CO  2-based biodegradable materials have great potential
Carbon dioxide (CO ₂) is the root of all things. It is perfect. Now all the combustible ice, coal, oil and natural gas used are derived from carbon dioxide, and there is no problem of depletion of the derived things.
For many years, the research team of Sun Yat-sen University has been committed to the research of plastic materials. After nearly ten years of research and development, PPC technology has been broken through. PPC technology is produced by adding carbon dioxide and propylene oxide, with carbon dioxide accounting for 43% and propylene oxide accounting for 57%. The research and development of PPC technology is of great significance. It can directly make carbon dioxide produced in the process of wine making into plastics. After years of development, PPC has also achieved a capacity of 25000 tons since childhood, but at the same time, it also has problems of opacity, low glass transition temperature, poor heat resistance, high metal content, etc.
On the basis of PPC, more than 60 people from the R&D team of Sun Yat-sen University spent 9 years optimizing PPC technology. That is, adding phthalic anhydride on the basis of PPC technology, and phthalic anhydride can achieve 100% conversion, which solves the problem of solid-liquid separation. Compared with PBAT degradable materials, the content of PPC-P benzoic acid has little difference and can be degraded. The germination and growth rate of PPC-P material can reach 97% after degradation composting. On the basis of PPC technology, biodegradable plastics and elastomers with adjustable properties and diverse structures can be made by adding epoxy cyclohexane, which can achieve the purpose of transparent and degradable glass.
PPC-P and PPC-X can be described as "three birds with one stone" technology. They use waste gas to produce degradable plastics, while reducing the use of oil, and have good economy.
Feng Yufeng, Deputy Technical Director of Donghua Engineering Technology Co., Ltd.: Different raw material routes of BDO affect economy
At present, there are three main methods of BDO production process widely used in China: calcium carbide/alkyne aldehyde process route; Natural gas/alkynol process route; The economics of three different raw material routes of n-butane/maleic anhydride process are different.
At present, most of China's BDO production comes from calcium carbide/acetylene aldehyde process. Generally, BDO production enterprises have their own supporting calcium carbide devices. The production cost of calcium carbide is low. BDO production has advantages, and the profitability of enterprises is good. It is expected that the cost advantage of producing BDO by calcium carbide method will remain in the next 3-5 years. However, the production of calcium carbide is high in energy consumption and pollution. In the context of "double carbon", the long-term development of this path will be limited.
The production of BDO using natural gas as raw material has the advantage of comprehensive utilization of resources. In Xinjiang and Sichuan, natural gas resources are abundant and the price is low. The production of BDO using natural gas/alkyne aldehyde method is more economical.
The production of BDO with n-butane as raw material has the characteristics of low energy consumption, good environmental benefits, mature technology, short process, high price of by-products, and flexible downstream products. The production of BDO by n-butane/maleic anhydride method has good benefits and good development prospects.
The cost of producing BDO from different raw materials varies greatly. We predict that the cost advantage of producing BDO from calcium carbide will gradually lose. The route of producing BDO with natural gas as raw material can only be implemented in Xinjiang, Sichuan and other local areas. The path of producing BDO with n-butane as raw material will have leapfrog development.
Qu Yixin, professor of the School of Chemical Engineering, Beijing University of Chemical Technology: C4 raw material is assigned value to PBS degradation material
PBS is a thermoplastic resin, which is mainly prepared by esterification, pre-polycondensation and final polycondensation of succinic acid (or succinic anhydride) and butylene glycol (BDO). This method is called esterification method. The source of synthetic raw materials can be either petroleum resources or biological resources fermentation. It is an outstanding biodegradable plastic material.
The material has good processability and biodegradability. Compared with biodegradable plastics such as polylactic acid, polyhydroxyalkanoate and polycaprolactone, PBS has relatively low price, excellent mechanical properties, good heat resistance, and thermal deformation temperature close to 100 ℃, which is the focus of research and development of biodegradable plastics at home and abroad. Of course, there are also disadvantages, such as opacity, fast degradation rate, relatively expensive price, etc., and the focus should be on the downstream application field.
Another method for producing PBS is dimethyl succinate (DMS) transesterification, which is the preparation of PBS by transesterification, pre-polycondensation and final polycondensation of DMS and BDO. Compared with the traditional esterification method, the transesterification method has the advantages of lower sharing cost, longer product chain, and better performance of PBS produced. It is the main synthetic process route of PBS in the future. At present, we have studied the synthesis of PBS by transesterification method with C4 as raw material. The principle is to produce maleic anhydride from n-butane, and maleic anhydride is hydrogenated into DMS in one step, DMS is further hydrogenated into BDO, and DMS and BDO transesterification method are used to produce PBS, which has better economy.

Huang Yong, researcher of the Institute of Physics and Chemistry of the Chinese Academy of Sciences, said that the modification of micro-nano straw opened up a new path for PBAT
Facing the harm of waste plastics, people try to solve the problem of difficult degradation of ordinary plastics with biodegradable polyester. However, biodegradable polyester has problems such as low mechanical strength and high price, which can not meet the application requirements. Micro and nano straw can be added to improve these problems, so that it can replace ordinary plastic to produce disposable packaging products.
Through the experimental study of PBAT/micro-nano straw fully degradable film, it was found that its strength and toughness met the requirements of packaging bags, and packaging bags, garbage bags and express bags could replace PE packaging bags. Compared with the commercially available film, the transverse tensile strength, transverse tear strength and thermal sealing strength were significantly enhanced. The proportion of PBAT composite material can be effectively reduced by adding micro-nano straw, which is 36.4% lower than that of commercial PBAT degradable bags.
Compared with modified starch-filled PBAT, micro-nano straw filled PBAT has the characteristics of light weight and low cost to produce the same thickness of film. At the same time, it can avoid the problem of competing with people and animals for food, and the raw materials can be guaranteed. Through feasibility verification of micro-nano straw technology, it is found that micro-nano straw is completely feasible. At present, agricultural waste nano-sheets have been successfully prepared by mechanochemical method. The pilot process has been completed, and a 1000-ton/year scale agricultural waste micro-nano production demonstration line has been successfully designed.
Mi Junxing, partner of Zhongqi Capital: looking for opportunities from market pain points
The first thing to look at when investing in the degradable materials industry is the future supply and demand pattern of the industry. At present, a large number of enterprises focus on biodegradable materials and invest heavily in construction projects, which will lead to overcapacity of many varieties of biodegradable materials in the future.
But the overall oversupply does not mean that there is no investment opportunity. From the perspective of industrial chain splitting, there are always pain points and opportunities in some links, from upstream monomer to polymerization to downstream modification or processing. For example, we need to think, if there is a surplus of polylactic acid in the future, will the core link in the future be lactic acid? Is there room for improvement of lactic acid fermentation strains? There may still be a lot of benefit space.
Therefore, on the whole, the market pressure of degradable materials is really high, but only if there is overcapacity, can the price drop, and the cost performance ratio improve, and then can there be broader application development, and the market will become larger. When the market is large enough, every small segmentation opportunity has enough market space and entry value.
Therefore, enterprises should learn to coexist with long-term overcapacity in the future, and look for opportunities from the market pain points from the perspective of the entire industrial chain, rather than simply building capacity repeatedly. Enterprises should have their own differentiated positioning and core competitiveness. The differentiated positioning makes it easier for enterprises to make money, and the core competitiveness determines whether the enterprise can survive in the future incentive competition.
Kang Xiaoling, General Manager of Shanghai Donggeng Chemical Technology Co., Ltd.: The whole plant process system solves PGA technical problems
Any material has limitations and specific applications. Polyglycolic acid (PGA) is a kind of synthetic polymer material with good biodegradation and biocompatibility, but it starts late in China, lacks core technology and high-end products.
At present, there are bottlenecks in China's PGA production process, including defects in lactide, glycolide, revenue, energy consumption and cost advantages. In response to these problems, Donggeng Chemical carried out further technical optimization and industrial expansion through the pilot platform of modular measures, and designed the process system of the whole unit, and made relatively large improvement and design in catalyst process flow and process equipment. The core of the system is the design of flexible integration and the design of recovery line. Effective cost saving is the key to the long-term operation of the device.
From the pilot test to the pilot test, through data comparison, it is found that the yield of glycolide is 10% - 20% higher than that of the conventional process, the purity is more than 99.5%, the relative molecular weight of PGA is more than 300000, and the yield of PGA is as high as 80% - 85% based on glycolic acid. The whole plant process system improves the yield of polymer PGA products, product flexibility and market application adaptability, and has the advantages of functionalization, customization, flexible product design, system integration, equipment localization, etc.
Qin Shaodong, Assistant Director of the Coal Chemical Center of the National Energy Group Beijing Low-Carbon Clean Energy Research Institute, said that cobalt-based Feto helped the plastic industry
The downstream industrial chain of high melting point Fischer-Tropsch wax is long, and it can be sold as a product, or further processed as a processing aid for degradable materials.
High melting point wax is mainly produced by Fischer-Tropsch synthesis technology, which is different from the slurry bed iron-based Fischer-Tropsch technology, which is based on oil products. The fixed bed cobalt-based Fischer-Tropsch technology developed by Beijing Low-carbon Institute is based on high melting point wax, which is the most suitable technology for the production of high melting point wax. Because the fixed bed is used in the production process, the product also contains impurities but is relatively small. Cobalt-based Fischer-Tropsch product (oil+wax) developed by Low-Carbon Institute consumes less than 5700Nm of syngas ³、 The ratio of wax to oil can reach 3:1, the total yield of wax and oil in the pilot test stage has reached 91%~92%, and the content of heavy wax is far higher than that of iron-based wax produced by coal-to-oil by-product. The index is far better than that of domestic competitors, reaching the level of foreign reports. Another important feature of Low-carbon Institute Co-based Fischer-Tropsch technology is that the content of heavy wax is high, and up to 48% of No. 115 wax can be separated by molecular distillation technology, which is the most valuable product among the waxes.
Fixed-bed cobalt-based fischer-tropsch biodegradable high melting point wax has the advantages of advanced core technical indicators and high yield of high melting point wax with high added value. The melting point wax with high added value produced by this technology can be used as extrusion aids and hot melt adhesives in plastic processing, and can also be further processed to produce heavy lubricating base oil, with broad application prospects.

Yang Xu, director of the sixth business division of CNPC East China Sales Company: Bioenzyme technology solves the problem of general plastic degradation
Plastic, originally the mother of industry, has become white pollution. There are some problems in the main treatment methods of polypropylene and polyethylene, such as incineration, landfill and photodegradation. The OBE masterbatch developed by Bijie Shangkun Group can directly degrade some general plastics, and solve the problem of general plastics degradation caused by white pollution with Chinese high-tech.
OBE masterbatch is to use lactic acid coating film and chitin to coat the heat-resistant indigenous bacterial growth factor under anaerobic and high temperature conditions, so that it can withstand the high temperature of 340 ℃ under dry heat conditions, and make the indigenous bacterial growth factor "particle capsule" without damaging the composition, and then make the "particle capsule" with polyolefin and calcium carbonate powder after mixing and granulating, then make the biodegradable polyolefin OBE masterbatch.
After the bag membrane added with OBE masterbatch is discarded and polluted in the natural environment, the "dormant" biological enzymes in the bag membrane are activated and multiplied under the effects of sunlight, water, soil and other conditions. At the same time, the indigenous bacteria are induced to gather and degrade the bag membrane together. The bag membrane gradually degrades to powder particles. Metazoa will participate in the degradation process. The powder particles of the bag membrane are biodegraded and eventually converted into carbon dioxide, water and excreta, Dissolve into the natural ecological environment and become harmless. At the same time, the OBE bag making process does not change the traditional blowing film bag making process. This is a revolutionary technology with low cost. It not only saves energy and reduces carbon, but also reduces the use of oil and natural gas. It will make immeasurable contributions to the prevention and control of white pollution.
Jin Xin, associate professor of China University of Petroleum, said it is imperative to develop non-grain based biomaterials
At present, degradable plastic products such as PLA need to consume a lot of food resources, and such products need to be developed for high-end products. If the industry continues to develop, it is bound to consume a lot of food resources. If the industry wants to continue to grow, food will be a thorny problem. Therefore, it is our team's goal to make small and refined products based on bio-based customized products.
Glycolic acid is the new expensive in the high-end chemical new material industry. It has been widely used in cosmetics, household detergents and high-end metal cleaning agents and is expensive. At present, ethanol production capacity is basically converted from petroleum or coal chemical industry, which is difficult to meet the development requirements of green and low-carbon. However, it is technically feasible to produce glycolic acid through the co-production of propylene glycol from straw (cellulose), and the process energy consumption is significantly lower than that of traditional chemical industry, and the product purity is greatly improved. From the perspective of raw materials, compared with methanol and coal, straw raw materials are cheap and easy to obtain, and the cultivation of high-value product crops can also be used as the economic income of the working people, which can be said to kill two birds with one stone.
At present, bio-based glycolic acid has achieved customized synthesis in 2021, and is expected to achieve large-scale production in 2023. From the perspective of degradable plastics, the competitiveness of bio-based glycolic acid in the future may not be as good as that of coal-based or petroleum-based glycolic acid, but it still has obvious advantages in terms of biocompatibility, safety and other issues, especially in some special customized fields.
Yu Houyong, Deputy Director and Distinguished Professor of the International Exchange and Cooperation Division of Zhejiang University of Technology, said that nano-cellulose-based functional materials are widely used
Through the introduction of natural rosin, graphite and other design and construction of functional nano-cellulose hybrid particles, regulating and inducing the change from single nucleation to collaborative nucleation of biopolyesters, the multi-functional integration of PBAT, PLA and PHBV biopolyesters can be realized, and finally the leap from "single enhancement" to "multi-function integration" of nano-cellulose for biopolyesters can be realized.
In the preparation and application of nanocellulose, we have studied it for more than 10 years, mainly in 9 aspects. First, it is applied to the composite hybrid material for anti-mildew and anti-bacteria of real silk wallpaper. Second, it can be used in antibacterial wound dressings and drug delivery carriers to improve the problems of low drug loading of PLA matrix, easy sudden release of drugs, and incompatibility between hydrophobicity and drugs. Thirdly, it is applied to ultra-high UV shielding and intelligent temperature-regulating textiles, and composite fiber can be used as phase change skeleton. Fourth, it should be used in intelligent controlled release drug release nonwoven fiber. Fifth, it should be applied to the intelligent oil-water separation and pollution removal of multi-response non-woven fiber. The sixth is applied to super strong aerogel as an adsorption/flocculation material, which has excellent adsorption capacity for metal ions, dyes and simulated wastewater. The seventh is applied to portable water purifier, which can stably and rapidly absorb impurities. Eighth, it should be used for self-healing bionic skin sensing materials. The ninth is applied to supramolecular assembly of nano cellulose fiber aerogel energy storage/sensor components.
In general, nano-cellulose-based functional materials have a wide range of applications. In the future, with the breakthrough of nano-cellulose from insulation to conductor, many good new application fields will be opened up, such as in the simulation of electronic screens, which have been well applied.
At the high-end interview of the summit, the guests had in-depth discussions and exchanges on "How does PBAT seek a new direction with the high price of BDO? Will the modification of degradable materials be the next investment outlet?".
Chen Jun, R&D Director of Dawn Co., Ltd.: Market segmentation brings growth space
Dawn's PBAT modified products have maintained a stable growth this year. In terms of disposable consumer goods, there are still certain market segments. Dawn Group now has two main layouts: one is the vertical integration layout of the industrial chain, including upstream PBAT polymerization, midstream modification, and downstream products; The second is the horizontal product layout, including film materials such as shopping bags, express bags, plastic films, extrusion, injection molding, blister, 3D printing products, as well as biodegradable melt-blown fabrics, spunbonded non-woven fabrics, foaming materials, etc.
At present, biodegradation modified products mainly come from some large enterprises, and small enterprises are basically not big. The reason is that there are some pain points and difficulties simply from the perspective of biodegradation modification technology. Pain points such as odor, heat sealing and precipitation, and difficulties such as basic problems such as degradation rate and shelf life. For these specific pain points and difficulties, if we can study them thoroughly, solving these pain points and difficulties will also bring some market space.
Feng Yufeng, Deputy Technical Director of Donghua Engineering Technology Co., Ltd.: Investment should be considered in reverse cycle
The operating rate of PBAT in the second half of this year is not very high, one is because the price of raw material BDO is too high, and the other is because the market of degradable materials is less than expected.
The price of BDO remains high, which may be due to the following two reasons. First, because the strict "double carbon" policy affects the BDO operating rate, BDO output is reduced. At the same time, China's exports have been strong this year, the prosperity of BDO's downstream industries has rebounded, and the rising demand has caused a short-term balance between supply and demand.
The cycle of the chemical industry is generally 7 to 8 years. If you are optimistic about the future of degradable materials, it is recommended to choose counter-cyclical investment. From the technical point of view, the PBAT device can be used to produce PBS by making some adjustments in operation. PBS is also a degradable material with excellent performance. In Europe, PBS has more market than PBAT. China's production of PBS is limited. The main reason is that the capacity of raw material succinic acid or dimethyl succinate is insufficient, and the development potential in the later stage is huge.
With the release of new BDO capacity, the price of BDO will eventually return to rationality, and the market of degradable materials will be geometrically enlarged, supporting the sustainable development of BDO and PBAT/PBS.
Huang Yong, a researcher at the Institute of Physics and Chemistry of the Chinese Academy of Sciences, said that new product technologies may change the market pattern
Judging from the current market fluctuation of PBAT and raw material BDO in China, it is actually in the process of cyclical and waveband development. So if we make investment, especially as an enterprise, we should have a slightly long-term perspective and be able to bear short-term fluctuations.
Now the technology of PBAT is relatively mature, and the scale of industrialization is also on the rise. If BDO is still at a high level for a long time, other new products may come out soon. Because scientific research is often carried out according to the market and needs, including research and development of new products, new technologies, new processes, etc. We do not rule out that there will be new materials and new technologies in the future, which will have a disruptive impact on the current PBAT market.
Yang Ziping, Director of New Materials Research of Chuanliu Investment: Look for investment targets and opportunities from the long-term perspective
In the short term, PBAT has overheated investment. The current high price of BDO raw materials is likely to be a cyclical factor. From the perspective of investment, the current position may not be particularly suitable for intervention, but in the long run, this industry is worthy of our focus.
Modification can well control product performance and reduce costs. The modification of PBAT requires much less capital investment than the production of PBAT raw materials. It is certain that more and more small and medium-sized enterprises will enter this field in the future. Because the investment cycle of our fund is relatively long, usually 9 years, we hope that this enterprise can maintain a strong competitive advantage, especially technical advantage, in the selection of investment target. At the same time, we hope that the founder loves this industry, focuses on this industry, and can continue to learn and lead the company forward.
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