Which stocks will benefit from the plastic limit order?

The restrictions on plastic bags can be described as gradual, from free to charging to spending money. The purpose is to limit and reduce the use of plastic bags. The National Development and Reform Commission requires the implementation of the strongest plastic restriction order in China by the end of 2020. At present, nearly 30 provinces and cities have issued "plastic restriction orders", which has set off a nationwide upsurge and inspired related concept stocks.

Which stocks benefit from the plastic restrictions?

1 Midland New Materials is in a leading position in the domestic masterbatch industry, and its products have reached the international advanced level;

Danhua Technology is a high-tech enterprise that started to produce ethylene glycol from lignite earlier in China.

3 Meirui New Materials is one of the well-known enterprises in the field of TPU in China;

4 Lianchuang shares, mainly engaged in new chemical materials and digital marketing services;

Ruifeng Gaocai is one of the enterprises with the highest comprehensive production capacity of PVC processing AIDS and impact modifiers except CPE in China.

Domestic listed companies related to degradable plastics include Jinfa Technology, Jindan Technology, COFCO Technology, Huafeng spandex, Tongcheng New Materials, Wanhua Chemical, etc.

Degradable plastics have hundreds of billions of market space.

At present, the market demand of degradable plastics in China is 42,000 tons. After the full implementation of the policy, the demand of take-away, express delivery and agricultural film will reach 65.438+0.5453 million tons, corresponding to the degradable plastic market of about 27 billion yuan, and the market growth space will reach 36 times. According to industry insiders, the market demand of 6.5438+0.5453 million tons is only a short-term increase after the implementation of the New Deal, far from reaching the ceiling of degradable plastics. In the long run, degradable plastics have hundreds of billions of market space.