In February 2023, the import volume of corrugated paper increased by 90.95% year-on-year!
According to market experience over the years, after the Spring Festival, with the recovery of logistics and the improvement of demand, many paper mills have plans to increase prices, boosting market confidence. However, in 2023, it was an exception. Due to insufficient support for waste paper raw material costs, continued sluggish downstream demand, the continuous introduction of new capacity to the market, and the rise in the arrival of imported paper, as well as many other negative factors, the price of corrugated paper continued to
The global machine calendered paper market will continue to grow in the next 10 years
According to relevant data, by 2023, the market size of machine calendered paper (MG) will reach $13.81 billion, and by 2033, it will reach about $21.63 billion, with a CAGR of 4.6%, with the Asia Pacific region becoming the main growth market.
In recent years, machine calendered paper has become one of the preferred packaging materials for various industries due to its high sustainability and aesthetics. In the past decade, the use of calendered paper has i
Seeking Policy Support for Recycled Paper to Achieve "Zero Tariff"
In 2022, Tianjin Customs proposed to the General Administration of Customs and other departments to reduce the import tariff on recycled paper, which was successfully adopted. Starting this year, Jiulong Packaging achieved zero import tariff on recycled paper.
Jiulong Packaging is mainly engaged in the production and sales of cardboard and cardboard boxes, using imported recycled paper as the raw material.
Analysis of pulp market (3.6-3.10)
Market of imported wood pulp:
Futures market: this week, UPM Uruguay's 2.1 million tons of broadleaf pulp capacity will be put into operation at the end of March. In the third quarter, the 800000 tons of coniferous pulp capacity of Finlin Fenbao Kemi project will be put into operation, and the overseas supply side will gradually become loose. The international supply side has been repaired in succession, and the number of shipments from the mainstream
Operation of paper industry in 2022
From January to December 2022, the added value of the national paper and paper products industry dropped by 0.6%, of which 3.4% in December. The national output of machine-made paper and paperboard (excluding outsourced raw paper processing) was 136.914 million tons, down 1.3% year on year; The output of newsprint was 904000 tons, up 1.0% year on year.
In December 2022, the national output of machine-made paper and paperboard (excluding the processing of outsourced
Analysis of pulp and paper market
Market of imported wood pulp:
Futures market: In the aspect of coniferous pulp this week, the Finnish port strike ended, which had little impact on Finnish pulp shipments in the short term, while the international supply events continued to affect coniferous pulp, which had limited impact on the pulp market in the short term. In terms of hardwood pulp, the new capacity is put in a large amount, which has a strong impact on the overall supply of wood pu
How to repair the market of paper packing sector when the pulp price declines
In February 2023, the paper industry will face the double catalysis of price rise and cost decline, and the profitability of the industry will be gradually restored. From the perspective of cost, the quotation of some brands of broadleaf pulp was reduced by more than $60/ton in February; The domestic spot price was also reduced by 150-300 yuan/ton. From the price side, since February, white cardboard, cultural paper and some special paper categories have issued price increase letters, with bulk paper increasing by about 100-200 yuan/ton
The consumption of pulp and paper in Europe will be stable and the output of industrial paper will decline in 2022
In 2022, European paper consumption showed resilience, but due to external factors, the paper output decreased by 5.9% year-on-year.
According to the preliminary statistics, the output of paper and paperboard in the member countries of the European Paper Federation will decrease by 5.9% year-on-year in 2022. Compared with last year's data, it reflects the impact of high energy prices and sudden slowdown of European economy on the industry in the second half
International Paper Industry reached an agreement on the sale of shares in Ilim
International Paper recently announced that the company had reached an agreement with relevant parties to sell 50% of its equity in Ilim SA to the joint venture partners of Ilim Joint Venture for US $484 million (USD).
The sale still needs to be approved by the Russian regulatory authorities.
The transaction is based on the valuation of about 3.1 times of the EBITDA of the whole year of the comp
The price of waste paper in the mainland plummeted
In January, the price of waste paper in the mainland plummeted. Taking the purchase price of waste yellow paperboard grade A in Zhejiang Province as an example, the latest offer at the end of January came to 1732 yuan per ton, down 11.4% from 1954 yuan at the beginning of the month, while the price of corrugated paper was flat at the same time. For Rongcheng, Yongfengyu and other western industrial paper mills, the interest margin is expected to expand.
In J
Unfavorable start fluting and Kraft board still need to wait for the opportunity to rise
The market differentiation showed slight twists and turns. After the year, the packaging paper market went out of the "epidemic control" and did not usher in a hot market. Even though the paper companies have issued the price increase letter of whiteboard on the ninth day of the first month, and several whiteboard giants have announced a price increase of 100 yuan/ton in the middle of this month recently, the prices of corrugated paper and kraft cardboard have not been affected at all, and still maintain a steady downward trend.
Total social logistics is expected to exceed 340 trillion yuan in 2022
On February 6, the reporter learned from the China Federation of Logistics and Purchasing that in 2022, China's logistics industry withstood the impact of the epidemic, the lack of demand and rising costs of multiple pressures, the overall smooth operation, the main economic indicators to achieve steady growth.
According to the report, the total annual social logistics in 2022 is expected to exceed 340 trillion yuan, an increase of about 3.6% year-on-year; the total
Constructing "five-in-one" risk management system to lead and guarantee the high-quality development of paper industry in China
I. The construction of "five-in-one" risk management system with characteristics of Chinese paper industry
(A) What is the "five-in-one" system
"Five-in-one" refers to legal affairs, compliance, internal control, risk and audit through scientific collaboration and close cooperation to achieve enterprise risk closed-loop management. The characteristics of China Paper's "five-in-one" system are that legal affairs focuses on "use", supporting various businesses through transaction design, legal application, and dispute resolution, and leading the company to achieve its business goal
China led the development of another international standard in the field of paper
January 31, 2023, led by the China Paper Institute drafting ISO 9184-1:2023 Paper, board and pulps-Fibre furnish analysis-Part 1: General method "paper, board and pulp fiber Composition analysis Part 1: General method" international standard is officially published. This is the first international standard ISO 187:2022 "Paper, board and pulp - Standard atmospheric conditions for sample handling and testing and its monitoring procedures" released in October 2022, another international standard in the field of papermaking led by China.
Paper industry is expected to rebound this year
A number of listed companies in the paper industry recently released annual performance forecasts, most of the performance decline. From a short-term perspective, the paper industry domestic demand grinding bottom, overseas demand is weak, the plate earnings continue to low. However, a brokerage firm said that the current cycle of industrial losses has reached 3 quarters, is expected to accompany the domestic economic recovery, pulp, paper trend divergence, corporate earnings steadily recovered.
2023 Analysis of China paper packaging industry's revenue and production
Paper packaging industry revenue scale has stopped falling
With the in-depth industrial restructuring of China's paper packaging industry, the scale of China's paper packaging industry showed a downward trend after 2015.In 2021, China's paper and paperboard container manufacturing industry completed cumulative revenue of 319.203 billion yuan, up 13.56% year-on-year, ending the momentum of decline in consecutive years.In the first three qua
Many European countries upgrade recycled paper and board to "raw materials"
Many countries in Europe are trying to achieve "waste to treasure", the recycling of recycled paper and cardboard upgraded to "raw materials". Following Italy and Spain, France also issued new regulations at the end of last year to join the environmental movement to use recycled materials.
According to France Radio International 14 reports, in addition to recycling waste paper for upgrading, France implemented another new rule in early January this year, the weight of less than 1.5 kg of vegetables and fruit packages, are not allowed to use plastic packaging.
The practice of turn
The price of pulp declines
In 2022, the price of pulp will rise sharply. Recently, Suzano, the largest pulp producer and exporter in the world, announced to reduce the price of its eucalyptus pulp in China. "Even though the price has been lowered in the past two months, it is still at a high level, and the profits of mainstream pulp mills are still good. It is expected that it will be difficult to have a significant impact on the profits of pulp mills before new capacity is officially scaled up or overseas demand declines significantly." Pan Shengjie, a pulp researcher of Galaxy Futures, told China Securities News.
CR Express Opens a New Pattern from Shanxi province to the Outside World
December 16 is the "the Belt and Road" International Day. At Zhongding Logistics Park, Yuci District, Jinzhong City, the "New Steel Silk Road" is opening up a new pattern of Shanxi's opening up.
On February 15, 2017, the first China Europe train in Shanxi Province departed from Zhongding Logistics Park and arrived in Lesothibirsk, Russia, via Manchuria. Before that, Shanxi's export goods could only be transported by sea, or transported to Chongqing, Chengdu and Zhengzhou by vehicles, and then transferred to the Central Europe (Central Asia) train. Since 2017, the number of China Europe
37 printing and packaging listed companies with half year revenue exceeding 8 billion yuan disclosed financial statements
Recently, all major printing and packaging listed enterprises have released their performance reports for the first half of 2022. As a barometer of enterprise operation, performance is the most intuitive reflection of the operating conditions of printing enterprises, which can be said to be very interesting.
Now, let's review the development of printing and packaging enterprises in the past six months?
Hexing Packaging
According to the financial report, Hexing Packaging achieved a revenue of 8.123 billion yuan in the first half of the year, down 1.10% year on year; The net
European paper industry supply shortage worries intensify, domestic pulp prices may remain high
Recently, stimulated by factors such as pulp price hike, energy crisis combined with high temperature and drought, the production of the European paper industry has continued to be under pressure, and the demand for paper imports is expected to increase.
At the same time, some reporters learned from the industry that the continuation of the European supply chain crisis may further support the international pulp price, and the time for the domestic pulp price to fall may be delayed. Some people from Zhejiang paper companies worried: "This round of pulp continues to be at a high level tha
