中信证券指出政策驱动与品牌ESG需求推动再生PET（rPET）行业爆发式增长我们预计2030年全球需求将达2735万吨。

智通财经2025-08-19

中信证券指出政策驱动与品牌ESG需求推动再生PET（rPET）行业爆发式增长我们预计2030年全球需求将达2735万吨。当前主流物理法回收存在原料局限（依赖废瓶片）和产品降级利用瓶颈附加值低。化学法与酶法技术突破是破局关键其原料适用性广转化率高10-25pptsrPET产品性能高可解锁千万吨级增量市场享受10%-35%的绿色溢价我们预计单吨利润3500-4000元。重点布局化学法/酶法技术的企业将...

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