近年來網路媒體大報導海洋生物被人類廢棄的塑膠製品傷害影片，引起與論抗議及重視，人類文明發展至今，以經濟成長為重的做法已經造成生態浩劫及資源匱乏，加速人類生存危機惡化。有鑑於此，永續發展成為近幾年熱烈研討的話題，全球專家學者們紛紛提出不同理論及解方，世界各國開始積極修法，嚴格執行環保法令及提高貿易規範標準。從專家學者們提出的理論不難發現，循環經濟是塑化產業轉型成綠色產業可行性最高，也是成為台灣龍頭塑化集團近幾年轉型的方向。本研究以成熟化產品--聚酯膜(簡稱PET Film)作為論文研究，由於該產品處於完全競爭市場，中國供應鏈以低價策略搶攻市場，台灣廠商未重視產品差異化，導致市占率衰退。從石油危機到氣候變遷再到環保法規限制，台灣塑化業者看到未來憂患，決定採取行動，將產品活化再造，陸續投資研發技術將聚酯產品轉型為綠色材料，在技術上，目前台廠處於先佔優勢，假如中國供應鏈未來突破技術瓶頸，台灣廠商可能再次面臨低價競爭的威脅。本文先介紹循環經濟理論、碳權及限塑令，再說明這些法令對該聚酯薄膜產業的衝擊及影響分析。本研究方法採用強弱危機分析(SWOT Analysis)及商業模式九宮格(Business Model)分析台灣聚酯膜產業體質，再深度訪談相關塑化業者及下游業者，面對高成本及市場實質購買力低、環保法規等多重壓力，企業是如何因應。對於新型綠色材料--消費後的再生塑膠回收(PSR)製成的再生級聚酯薄膜(Recycled PET Film)，台灣廠業者面對的挑戰有哪些。

In recent years, the Internet media has reported a large number of videos of Marine creatures being harmed by plastic products, which has aroused the uproar and attention of the society and public opinion. In addition, the practice of economic growth in the human society for centuries has caused ecological and resource depletion problems, leading to the crisis of human existence. Therefore, sustainable development has become a hot topic in the industry in recent years. Experts and scholars around the world have put forward different theories and solutions. Countries in the world have been actively amending laws, strictly enforce environmental protection laws and improve trade standards. From the theories proposed by experts and scholars, it is not difficult to find that the circular economy is the most feasible transformation of the plastification industry into a green industry, and it is also the direction of transformation for Taiwan's leading plastification group in the last few years. This study focuses on polyester film (abbreviated as PET film) as the research topic. As the product operates in a perfectly competitive market, Chinese supply chains have aggressively targeted the market with a low-price strategy, while Taiwanese manufacturers neglected strategies such as product differentiation, resulting in a decline in market share. From the oil crisis to climate change and environmental regulations, Taiwanese plastic manufacturers foresee future challenges and have decided to take action by revitalizing their products. They have been investing in research and development to transform polyester products into green materials. Currently, Taiwanese manufacturers hold a technological advantage. However, if Chinese supply chains overcome their technological barriers in the future, Taiwanese companies may once again face the threat of low-price competition. This study first introduces the circular economy theory, carbon rights and ban on single-use plastic, and then explains the impact of these laws on products. This research method will use SWOT and Business Model Canvas to analyze the polyester film industry, and then conduct in-depth interviews with relevant plasticizers and downstream processing companies, how companies respond to multiple pressures such as high costs, low purchasing power in the market, and environmental regulations. For the new green material - Recycled PET Film made of post-consumer recycled plastic (PSR), what are the challenges faced by Taiwanese manufacturers.

論文審定書…………………………………………………………………………i
誌謝…………………………………………………………………………………ii
摘要…………………………………………………………………………………iv
Abstract………….…………………………………………………………………v
目錄…………………………………………………………………………………vii
圖次…………………………………………………………………………………ix
表次…………………………………………………………………………………x
第一章 緒論………………………………………………………………………01
第一節 研究背景與動機……………………………………………………01
第二節 研究目的……………………………………………………………02
第三節 研究流程……………………………………………………………02
第四節 研究範圍與限制……………………………………………………03
第二章 文獻探討…………………………………………………………………05
第一節 循環經濟理論………………………………………………………05
第二節 歐美及國內限塑政策介紹…………………………………………09
第三節 碳交易運作原理及影響……………………………………………11
第四節 SWOT分析介紹……………………………………………………13
第五節 商業模式介紹………………………………………………………14
第三章 產業現況…………………………………………………………………16
第一節 聚酯膜整體產業介紹………………………………………………16
第二節 聚酯薄膜市場與應用………………………………………………17
第三節 國外產業現況………………………………………………………18
第四節 台灣聚酯膜產業說明………………………………………………19第四章 研究設計…………………………………………………………………21
第一節 研究結構……………………………………………………………21
第二節 研究模式……………………………………………………………21
第三節 訪談對象……………………………………………………………23
第四節 訪談問題……………………………………………………………24
第五章 實證分析…………………………………………………………………25
第一節 聚酯膜產業的SWOT分析……..………………………………….25
第二節 聚酯膜產業的商業模式分析 ..……………………………………26
第三節 企業訪談流程…..………………………………….……….………27
第四節 訪談彙整……………………………………………….…………...28
第五節 研究分析……………………………………………………………35

第六章 結論與建議………………………………………………………………40
第一節 結論…………………………………………………………………40
第二節 建議…………………………………………………………………40
第三節 管理意涵……………………………………………………………41
參考文獻 ..…………………………………………………………………………42

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