The hottest packaging paper industry will benefit

2022-08-17
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The packaging paper industry will benefit from the "trade power" policy

The Research Institute of the Ministry of Commerce released in April the "Research on China's foreign trade development strategy in the post crisis era can also be used for the detection of similar experiments on plastic, concrete, cement and other non-metallic materials". The report pointed out that China has become the world's largest exporter and the world's second largest importer in the past 30 years. However, the current situation of being large but not strong is worrying. In 2009, China's total import and export volume reached 2207.27 billion US dollars, a year-on-year decrease of 13.9%. In the next 10 years, China will double its trade in goods and services. In the next 20 years, China's foreign trade development will achieve a transformation from large to strong

what role will the paper industry play in this regard

with the increase of foreign trade exports last year, packaging paper first benefited. Last year, the top two enterprises in the industry output were packaging paper manufacturers Nine Dragons Paper (Holdings) Co., Ltd. and Liwen Paper Co., Ltd., with annual output of 6.52 million tons and 3.55 million tons respectively

the statistical data of China Paper Association shows that since 2000, the fastest growing varieties of paper production and consumption are cardboard and corrugated base paper. In 2009, the production of carton board was 17.3 million tons, accounting for 20.02% of the total output of paper and paperboard, an increase of 13.07% over the previous year; The consumption was 18.09 million tons, accounting for 21.11% of the total consumption of paper and paperboard, with a year-on-year increase of 12.71%

in 2009, the production of corrugated base paper was 17.15 million tons, with a year-on-year increase of 12.83%, an increase of 12.83% over the previous year, and the growth rate fell by 0.6 percentage points; The consumption was 17.58 million tons, accounting for 20.52% of the total consumption of paper and paperboard, an increase of 13.27% over the previous year, and the growth rate fell by 1.35 percentage points. From 2000 to 2009, the average annual growth rate of production was 13.02%, and the average annual growth rate of consumption was 11.33%

Nine Dragons Paper announced an increase in capacity of 4million tons in the past two months, with a capacity increase of nearly half. At present, Nine Dragons Paper has four bases with a total capacity of 8.82 million tons. With this expansion, Nine Dragons Paper's capacity will approach 13million tons, and its leading position will be further consolidated. At the beginning of this year, in the ranking of major paper investment opportunities, Guojin securities also ranked boxboard paper first. Once the economy begins to recover, the demand for this kind of paper with strong industrial attributes will expand rapidly. Zhang Yin's horse racing enclosure has no worries. Because she kept up with the pace of economic recovery. In the process of China's transformation to a powerful foreign trade country, as the first element of packaging, the demand for carton board is bound to expand rapidly. Nine Dragons Paper, which ranks first, has few domestic competitors because of its position as a paper-making aircraft carrier, its foresight and decisive action

in addition, the utilization rate of China's carton board industry will rise from 86% in 2009 to about 90% in 2010. Liwen paper has recovered the pricing power of cardboard boxes and can pass on the increased cost of waste paper and coal

since the beginning of 2009, the domestic demand for packaging paper has increased rapidly compared with other paper products

last year, the production of packaging paper in China was 5.75 million tons, accounting for 6.66% of the total output of paper and paperboard, with a year-on-year increase of 2.68%; The consumption was 5.87 million tons, accounting for 6.85% of the total consumption of paper and paperboard, with a year-on-year increase of 3.16%. The output of white paperboard was 11.5 million tons, accounting for 13.31% of the total output of paper and paperboard, with a year-on-year increase of 2.68%; The consumption was 11.6 million tons, accounting for 13.54% of the total consumption of paper and paperboard, with a year-on-year increase of 2.56%

in 2004, Fuyang was recognized as China's Whiteboard base by the China Federation of industrial economics. From January to November last year, 341 Enterprises above Designated Size in the city achieved a total sales volume of 18.33 billion yuan, an increase of 20.14% year-on-year

in the first half of 2008, due to the strong stimulation of the Olympic concept, the market demand of the domestic paper industry increased significantly, and the price of whiteboard reached the historical highest price of 5400 yuan/ton under this background. In September, 2008, with the advent of the financial crisis, the price of whiteboard fell sharply. The downturn continued until May 2009, when the price of whiteboard fell to a record low of 4000 yuan/ton

after that, the domestic paper market recovered as a whole, and the price of whiteboard entered a new round of rising channel. China's domestic whiteboard production capacity expansion is relatively rational. The production capacity growth rates in 2008 and 2009 were 14.8% and 14.4% respectively, much lower than the average growth rate of nearly 30% for other paper types. The market is in a relatively balanced situation of supply and demand, and the domestic whiteboard price is maintained at the level of 5000 yuan/ton

according to the statistical data of China Paper Association, in 2009, China's imported wood pulp and imported waste pulp increased by 38% and 14% respectively, and imported raw materials (including waste paper) accounted for 44% of the total consumption of pulp, an increase of 5 percentage points over the previous year, indicating that China's paper raw materials are more dependent on foreign countries

since last June, the price of waste paper from the United States, South Korea, Japan and other countries has never stopped rising, with an increase of at least 60%

in the first four months of 2010, the import price of China's papermaking raw materials showed an increasing trend. According to customs statistics, in the first four months of 2010, China imported 8.66 million tons of waste paper, a slight decrease of 0.2% year-on-year, worth 1.77 billion US dollars, an increase of 79.3% year-on-year, and the average import price was 204.5 US dollars/ton, an increase of 79.7%; The imported wood pulp was 3.898 million tons, a year-on-year decrease of 9.2%, worth 2.74 billion US dollars, an increase of 37.5%, and the average import price was 704.1 US dollars/ton, an increase of 51.5%

the price of raw materials has soared, and China's dependence on imported raw materials has not changed, which will inevitably lead to a rise in the price of paper. Taking Dongguan as an example, the price of white cardboard in December last year was about 5500 yuan/ton, and now it is 7500 yuan/ton; In order to slow down the amount of white garbage, the price of grey cardboard was more accurate last December; The low density and light weight is 4000 yuan/ton, and now it is 5000 yuan/ton

in recent years, sun paper has increased its expansion to the upstream forest pulp industry, and the self-sufficiency rate of wood pulp has been greatly improved. By the end of 2009, the company's self-made wood pulp production capacity had reached 600000 tons. This enabled the company to reduce costs during the period of continuous rise in wood pulp prices last year. Nine dragons, which has always used imported waste paper as its main raw material, has also turned its attention to China to find new sources of waste paper

for foreign raw material dependence, if China's paper is lack of effective root causes, due to the low input signal frequency, the development will inevitably be controlled by others. This is worthy of industry reflection

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