Recycled post-consumer polypropylene

Yujie Industrial's bio-based materials (Bio-PP/Bio-PE) are expected to experience accelerated growth driven by policy, cost reduction through technological iteration, in-depth application in high-end markets, and intensified competition over the next 3-5 years. The core strategy is to build differentiated barriers through non-grain raw materials, modification, and certification, breaking through cost and production capacity bottlenecks through scale and supply chain synergy.

Overview of Core Trends

- Policy and Compliance: "Dual carbon" certification, EU CBAM, and the domestic plastic ban, along with ISCC and other certifications, are becoming entry barriers for high-end supply chains. Non-grain raw material pathways offer greater policy security.

- Market Demand: Explosive demand is expected in packaging (food/cosmetics), automotive lightweighting, medical consumables, and high-end textiles. The CAGR for bio-based plastics in China is projected to be approximately 16%-30% from 2025-2030, with brand owners' "green procurement" driving increased penetration.

- Technology and Cost: Synthetic biology and process optimization are narrowing the green premium to 5%-10%. Modification technologies (fiber reinforcement/fire retardancy/toughening) improve performance adaptability, forming a green product matrix with PCR/OBP.

- Competitive landscape: International giants dominate with scale and cost, while domestic leaders compete on the industrial chain and localization. Yujie differentiates itself by using non-grain raw materials, modification, and certification, focusing on niche high-end scenarios.