格物致胜数据,塑料薄膜、日用塑料等增长,多依赖不可降解材料,可降解产品占比不足 10% 。政策禁塑令加码,2025 年可降解占比需达 30%,但企业转型成本高(改产投入超千万元),多数中小厂商难以承受。当前细分增长是 “虚假繁荣”,环保倒逼下,23.2% 的薄膜占比或被迫收缩。
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