中金：政策推动可降解塑料行业发展 PBAT产能利用率低

智通财经2025-09-26

智通财经APP获悉，中金发布研报称，自2020年国家发改委和生态环境部发布关于《进一步加强塑料污染治理的意见》以来，各省/地区或行业陆续发布关于塑料污染治理的相关实施意见、方案或办法，若相关政策落地执行，有望推动相关可降解材料如可降解塑料需求的迅速增长。截至2025年9月21日，PBAT的市场均价为9850元/吨，处于历史底部。原材料BDO、PTA、AA8月平均开工率分别为45%/74%/53%，...

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