Main listed companies in the paper industry: At present, the related listed companies in the domestic paper industry include Chenming Paper (000488), Shanying Paper (600567), Sun Paper (002078), Jingxing Paper (002067), Yueyang Forest Paper (600963) ), Qingshan Paper (600103), etc.
The core data of this article: China's paper and paperboard import data; China's paper and paperboard export data, etc.
Paper and paperboard product classification
my country's paper industry products can be divided into paper products and cardboard products according to different product uses, among which paper products include newsprint,
Packaging Paper, uncoated printing and writing paper, coated printing paper, household paper and corrugated base paper, etc.; Cardboard products Including boxboard and white cardboard. From the perspective of supply and demand, at present, my country's boxboard and corrugated base paper are the main production varieties in the paper industry.
Containerboard and corrugated base paper imports account for more than half
From the perspective of the import scale of paper and cardboard, from 2014 to 2016, my country's paper and cardboard imports remained below 3 million tons, and the total scale was less than half of the export scale. The decline in the import tax rate of paper and cardboard products, the scale of my country's paper and cardboard imports has grown rapidly. By 2020, the scale of my country's paper and cardboard imports has increased to 11.54 million tons, and the total import scale has greatly exceeded the export scale.
In 2021, affected by changes in supply and demand in the domestic market, my country's paper and cardboard imports will drop slightly. The total annual import volume will be 10.9 million tons, a year-on-year decrease of 5.5%.
From the perspective of import structure, at present, my country's imports of paper and cardboard products are mainly corrugated base paper and container board. From 2020 to 2021, my country's corrugated base paper and container board imports will account for more than 60% of the total annual imports. . In 2021, the import volume of boxboard will be 3.99 million tons, accounting for 36.61% of the total import volume; the import volume of corrugated base paper will be 2.94 million tons, accounting for 26.97% of the total import volume.
Exports hit a new low
The scale of my country's paper and cardboard exports is different from the continuous increase in my country's paper and cardboard imports. Since 2014, my country's paper and cardboard exports have shown a downward trend as a whole. In 2021, my country's paper and cardboard exports will drop to 5.47 million tons. It fell by 6.8% year-on-year, hitting a new low in nearly 8 years.
From the perspective of export structure, at present, my country's exports of paper and paperboard products are mainly white paperboard and coated printing paper. From 2020 to 2021, my country's whiteboard and coated printing paper exports will account for the same proportion of the total annual export volume. above 45%. In 2021, the export volume of white cardboard will be 1.56 million tons, accounting for 28.52% of the total export volume; the export volume of coated printing paper will be 960,000 tons, accounting for 17.55% of the total export volume.
