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Guosheng Securities: Geopolitical conflicts and supply optimization resonate, driving an uptrend in PET bottle chip prosperity

Guosheng Securities: Geopolitical conflicts and supply optimization resonate, driving an uptrend in PET bottle chip prosperity

老虎证券老虎证券2026/04/08 00:15
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The supply structure of PET bottle flakes continues to improve, with the industry collectively reducing production by 20%. At the same time, due to Middle East geopolitical conflicts causing disruptions in raw materials, energy, and supply chains, international PET giant Indorama has announced force majeure. The prosperity of the PET bottle flakes industry is expected to continue rising. Bio-enzyme rPET is likely to become a new driver for circular regeneration, with the global high-end rPET market demand projected to reach 5 million tons by 2030, opening a new blueprint for growth.
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