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Home kongsenger MUDA MUDA (3883) 慕達控股 - 3883 muda 慕达继续加注。

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On October 03, 2018



大马成了先进国的垃圾场?

隨著中国实施「洋垃圾」禁令后,包括大马在內的东南亚国家成为「洋垃圾」转移的目標,也让「洋垃圾」成为近期备受关注的一个名词。

掌管雪州地方政府、公共交通和新村发展事务的行政议员黄思汉表示,「洋垃圾」的定义太过广泛,目前我国所面对的所谓洋垃圾,多数是塑料垃圾。

他坦言,过去几个月,他接获相当多民眾投诉关于臭味或是环境污染的投诉。
他表示,根据报告显示,上述现象从去年杪开始,今年则日趋严重。
「当中国禁止洋垃圾进口后,这些洋垃圾就开始转向有港口的城市,因为运输费比较便宜。雪州和檳城因靠近港口,自然成为目的地。」
黄思汗表示,雪州向来都有回收及再循环工业,这些工厂都有合法的执照,并依据条例来处理问题,雪州鼓励这些工业的存在,但却没有必要去接受他国的垃圾。
关闭24大型回收厂
黄思汉指出,目前所面对的问题是雪州政府並不知道实际的洋垃圾进口数量,因为没有权限去处理进口准证的问题,进口准证並不在雪州政府的权限之內,更不在市政府的权限。
「雪州政府也採取了好多次的联合执法行动,过去总共关闭了24间大型非法回收厂,但执法行动始终是治標不治本,一些非法工厂被取缔后转移阵地前往森美兰、霹雳或柔佛,这显示问题还是必须回到源头解决。」
涉及国家须解释
他认为,洋垃圾的问题需带上国际会议討论,涉及的国家有必要解释为何他们不靠自己的能力处理垃圾,而把它们送到其他国家,导致这些国家的环境被破坏。
垃圾再循环价值高才能变「黄金」
「洋垃圾」泛指塑料、废纸、金属材料等,都是还有一定回收利用价值的材料。从废塑料当中回收的新塑料,原料成本比从石油提取物中直接合成新塑料稍显便宜,一旦使用量足够大,就能创造巨大的利润空间。
黄思汉则说,有人说垃圾是黄金,垃圾能变成黄金,那如果垃圾能再循环,处理妥当的话,的確能变成黄金,反之垃圾还是垃圾,对环境造成很大破坏。
业者多是中国人
「垃圾处理妥当,可以拿来发电,可变成很多再循环有用的原料,但现在我们所面对的问题是塑料是价值很低的垃圾,就算再循环之后的价值还是很低,如果价值低,业者就不会下重本去投资去设一间有根据环境部及地方政府所定下的规格的再循环工厂来生產或是製造。」
「据我所知,这些低价值的塑料当进口来马来西亚,再送到非法工厂去处理时,只有百分之七十或八十能再循环。至于那些不能再循环的,业者会採用最经济的方式来经营,很多时候是一把火把它烧掉,因此造成环境污染。」
他也说,当中也有发觉许多业者都是中国人,因为早期他们都是在中国经营,当中国禁止这种行业,他们就转移阵地到东南亚国家,他相信大马会成为首选,最主要的原因是语言方面,沟通会比较容易。
黄思汉表示,除了徵收税务,当局也必须严厉监督及控制入口准证的申请,確保拥有者必须向其他有关的单位註册。
「这个问题已经受到州政府,市政府及中央政府的重视,这是一个好的开始只有各个相关单位的配合,才很彻底解决其问题。」
民眾协助监督 有问题速投报
垃圾分类在我国尚未获得国人的积极响应,大部分往往都是將垃圾包起来就丟。
黄思汉表示,如果人民能做好垃圾分类,相信国內的垃圾量已经足够那些有执照或是合法的业者处理,不需要入口国外的垃圾。
他说,对于提高国外入口垃圾的税收是肯定有助于阻止这些洋垃圾进口,如果徵收入口税,把成本提高,相信这也是一个减少洋垃圾入口我国的问题。「现在的现象很多时候是政府在做,民眾没跟著做,雪州政府虽禁止使用塑料袋,但並不是所有的民眾跟其步伐,还是有很多人使用塑料袋。」
「政府在做,民眾也必须一起配合,透过双管齐下,才能把环境搞好,除了自己做好本分,民眾也能协助监督,一旦发现有可疑的工厂可以向执法单位作出投报,当然要鉴定一间工厂是否非法或是合法在经营的確有点难度,你在表面上看到一间乾乾净净的工厂不代表它是有执照经营的。」
他认为,最简单及最直接的方式是若民眾有嗅到难闻的臭味或看到工厂排出污水,这代表有关工厂没根据当局所定下的条例来操作,民眾可向环境局,县议会或市议会作出相关的投报。
「现在投报程序很简单,最重要是地址,或是上网將照片传给有关当局,以便有关当局能够更有效或更快的找到確实的地点,我们需要多方面的配合,单靠州政府或是市政府並不能完全阻止非法工业的存在。」
http://news.seehua.com/?p=394930
点评:
废纸来源便宜,上游的慕达将受惠其中,处理加工完后再出售成品,纸,瓦楞纸与半成品。此情况公司的赚副可提升。
技术点评:

Muda的macd蓝色线也仍然在0轴上,盘整完应该是继续向北,基本面前景好将帶动它向上。

以前買票没留意技术面,現在配合基本面來操作更加信心了。

26/10/2018的交易,
因为之前的上升(1.82至1.96),昨今为票交割日。
一般莊家都是过了交割日才再出击,当然也有的会多拉一些时日。大前期是有前景就不怕。浅见。

Muda保守价值都在3元之上。日本企业对它流囗水。
个人分享,投资自负。



取自网上:造纸产业框架。

http://www.chinapulp.cn/news/201809/25/zx15851.html

http://kongsenger.blogspot.com/2018/10/3883-muda.html
kongsengerMUDA
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