Development prospects of the packaging paper industry in 2020
Competitiveness and development prospects of the packaging paper industry in 2020
Packaging paper can be divided into ordinary packaging paper, special packaging paper, label paper, oil-proof packaging paper and moisture-proof packaging paper. Usually has high strength and toughness. Various types of packaging paper have different properties and uses. For example, special fruit wrappers are thin and soft. The photosensitive protective paper is opaque. Oil-proof wrapping paper (vegetable parchment paper, etc.) has anti-oil penetration properties. Moisture-proof wrapping paper (asphalt paper, oil paper, aluminum foil paper, etc.) is moisture-proof. Trademark paper is used for packaging after printing. Ordinary wrapping paper is mostly used for general commodity packaging, and the quality requirements are not strict. Packaging paper includes kraft paper, chicken skin paper, paper bag paper, parchment paper, cellophane, tar paper, moisture-proof paper, gunpowder wrapping paper, neutral wrapping paper, translucent paper, anti-rust paper, greaseproof paper, food wrapping paper, paraffin paper, Tea bag paper, red electric light gun paper, vacuum aluminized paper, composite paper, etc.
my country’s packaging paper mainly uses waste paper as raw materials, including whiteboard, boxboard, corrugated paper and other cardboard, which are widely used for packaging food, medicine, household appliances, daily necessities, knitted cotton fabrics, stationery, etc. The scope of use covers all areas of national production and life. It is one of the paper types with the largest proportion of paper and cardboard consumption in my country, and is also the main target market of the industry. Packaging paper has a low degree of concentration relative to the overall paper industry. In recent years, under the restrictions of environmental protection policies, some small and medium-sized packaging paper production companies have successively shut down and restricted production, resulting in overall shrinkage of packaging paper production capacity, and industry clearing has provided opportunities for leading companies to expand market shares. Plastic consumption in the packaging industry accounts for nearly 40% of global plastic production. Drinking water bottles, food packaging and plastic shopping bags are the most important sources of plastic pollution. At present, more than 60 countries around the world have introduced various measures to restrict the use of disposable plastic products. From the perspective of policy evolution, the previous policies mainly targeted disposable plastic bags. Reduce the use of plastic bags. In recent years, many countries have accelerated and tightened plastic restrictions. The "plastic restriction order" has been upgraded to the "plastic ban order" and the scope of the target has been expanded from plastic bags to plastic tableware. For example, France passed legislation in 2016, announcing that it will completely ban the use of plastic tableware from 2020, becoming the first country in the world to ban all plastic tableware; the European Union passed regulations on reducing the use of plastic bags for the first time in 2015, and in 2018 the parliament again proposed a motion to expand the “limitation”. In the scope of “plastics”, discussions will be held on a total ban on the use of plastic tableware; the British government is conducting a special survey on the ban on the sale of plastic cutlery, dinner plates and other plastic tableware. In February 2018, the United Kingdom first stated that it would no longer use plastic tableware; May 2019 The Canadian re-issued bill will completely ban disposable plastic products, including disposable plastic cups, disposable plastic tableware, and disposable plastic lunch boxes. my country's packaging and printing machinery industry will develop towards electromechanical, intelligent, and automated control. The future of packaging machinery is a combination of various high-tech, new functions, and new control methods. The technical characteristics of packaging machinery in the future will tend to "three highs"-high speed, high efficiency and high quality. The focus of development tends to be low energy consumption, light weight, compact structure, small footprint, high efficiency, and appearance to adapt to the environment and the psychological requirements of operators, and environmental protection needs. Printing equipment will develop towards digitization and miniaturization, and the cost will tend to be lower. Develop and develop modern special-purpose packaging machinery applying high and new technology. Since 2018, the pace of global plastic restrictions has accelerated significantly, and the scope of plastic restrictions has gradually expanded from plastic bags to disposable plastic products mainly for food packaging, such as plastic lunch boxes, plastic tableware, and plastic cups. my country has not yet introduced a national policy on plastic food packaging, but local governments and takeaway platforms have begun to restrict and guide the use of plastic tableware. With the rapid development of the food delivery industry intensifying the problem of plastic pollution, the introduction of a national plastic restriction policy will be the general trend. Since 2012, my country’s foreign delivery industry has developed rapidly. In 2017, the scale of the catering delivery market was approximately 243 billion yuan, and the income of express delivery services above designated size was 495.7 billion yuan. The compound growth rate of the food delivery and express delivery industry from 2012 to 2017 reached 43.7%/36.3%, respectively. The plastic lunch boxes used in the takeaway industry and the plastic packaging bags used in the express delivery industry have aggravated the pollution of plastic waste. The “white pollution” of the takeaway industry has attracted widespread attention from the media and environmentalists. In September 2017, Ele.me, the takeaway leader, released the "Blue Planet" plan. Meituan launched the "Green Mountain Project" to increase the enthusiasm of businesses to use environmentally friendly tableware; Hainan Province will gradually promote a comprehensive ban on plastics by category starting this year. By the end of 2020, The province prohibits the production, sale and use of disposable non-degradable plastic products. my country's industrial policy also supports the concentration of the packaging industry. On December 6, 2016, the Ministry of Industry and Information Technology and the Ministry of Commerce issued the "Guiding Opinions on Accelerating the Transformation and Development of my country's Packaging Industry" to actively promote the supply-side reform and development of my country's packaging industry to improve quality and efficiency. The opinion puts forward the need to “enlarge and strengthen the leading enterprises, form more than 15 enterprises or groups with an annual output value of more than 5 billion yuan, and a substantial increase in listed companies and high-tech enterprises, especially to actively cultivate new industrialized industrial demonstration bases with outstanding characteristics of the packaging industry. Form a group of well-known brands with strong influence.” From this point of view, the external environment of the packaging industry has undergone far-reaching changes, and the increase in market concentration in the packaging industry has become a trend change. The domestic paper packaging industry is huge, about 700 billion yuan, but the number of enterprises is large, the industry concentration is low, and the competition in the low-end packaging field is fierce, and the high-end packaging market forms differentiated competition. my country's paper packaging industry is a fully competitive industry. Due to the large number of small and medium-sized enterprises at the bottom of the industry, Chinese enterprises above designated size account for no more than 8% of the industry's total output value. The product homogeneity is serious and the competition is fierce; driven by consumption upgrades, packaging as a product carrier It is gradually becoming more refined and high-end, and the high-end packaging market is still broad. my country's packaging paper industry has fierce competition. There are more than 10,000 suppliers in the industry, but their market share is not high. East China is the most active market in China's packaging paper industry, followed by South China. From a smaller area, the Yangtze River Delta, the Pearl River Delta and the Beijing-Tianjin-Hebei region are the regions with the largest market scale. From the data accumulated in recent years, the concentration of enterprises in the packaging paper industry in China is not high, and the top 30 enterprises in the production scale of packaging paper account for less than 10% of the total production of the packaging paper industry. Paper packaging is the largest sub-industry of the packaging industry: in 2016, the total output value of my country's packaging industry exceeded 1.9 trillion yuan, and the main business income of packaging companies above designated size was 117 million yuan, accounting for 62% of the entire packaging industry. From the perspective of market segments, the paper packaging industry is the largest sub-industry of the packaging industry, accounting for 28.75% of the packaging industry’s revenue in 2016. According to the statistics of the "2020-2026 China Packaging Paper Market Competitive Strategy and Investment Feasibility Study Report" published by CICC International Consulting, the CAGR of corporate revenue in the paper packaging industry from 2013 to 2016 is 6.7%, lagging behind the packaging industry. Overall growth. However, the growth of the paper packaging industry accelerated again in 2017H1, with year-on-year growth rates of revenue and profit reaching 14.41% and 14.08%, respectively. Express delivery drives the traditional paper packaging business: The downstream industries of corrugated packaging mainly include soft drinks, beer, household refrigerators, air conditioners, and express delivery. In terms of the output of downstream products, the year-on-year growth rate of the output of air conditioners, refrigerators, beer and soft drinks generally rebounded after bottoming out in 2016, helping to improve the demand for paper packaging. On the other hand, we believe that an important increase in the demand for paper packaging comes from the rapid development of the express delivery business. From 2012 to 2017, the volume of express delivery services above designated size in my country increased from 5.69 billion to 40.06 billion, with a CAGR of 47.8%. From January to October 2018, the volume of express delivery above designated size was 39.43 billion, a year-on-year increase of 26.6%. Assuming that the business volume maintains this growth rate in 2018, and the price of a single express delivery is 1 yuan, the express delivery industry is expected to contribute 10.7 billion yuan to the paper packaging market in 2018, accounting for about 3.2% of the paper packaging industry market size. Therefore, we believe that the vigorous development of the express delivery industry is expected to bring important growth points to the paper packaging industry. Paper packaging is the most important part of the packaging industry and is widely used in food, medicine, household appliances, cultural goods and other fields. In 2018, enterprises above designated size in the paper and cardboard container manufacturing industry achieved main business income of 291.905 billion yuan, accounting for 30.08% of the main business income of enterprises above designated size in the packaging industry, the highest proportion of all sub-sectors. In the first half of 2019, enterprises above designated size in the paper and cardboard container manufacturing industry achieved main business income of 142.863 billion yuan, a year-on-year decrease of 0.49%. The products of my country's packaging industry mainly include paper packaging, plastic packaging, metal packaging, glass packaging, and packaging machinery. Among them, paper packaging is the most important part of the packaging industry and is widely used in food, medicine, household appliances, cultural goods and other fields. In 2019, the main business income of enterprises above designated size in the paper and cardboard container manufacturing industry achieved 289.717 billion yuan, a year-on-year decrease of 3.15%. This is the first time that the main business income of enterprises above designated size has fallen in the industry in six years. Paper packaging is still the first choice for most product packaging. Leading paper packaging companies are vigorously promoting green manufacturing. New technologies and new processes continue to emerge. The weight reduction and weight reduction of paper packaging products have achieved results, especially in providing customers with overall solutions, reducing costs and increasing efficiency. . At the same time, many digital factories and smart factories have emerged in the paper packaging industry, which will form a larger-scale production capacity in the long run. During the epidemic, paper packaging companies actively responded to the call and took the lead in resuming work and production, rushing to produce packaging for epidemic prevention materials. Among these paper packaging factories, companies with high automation and intelligence have resumed work most quickly. Under the background that the whole country is paying attention to the express transportation and packaging industry, the development of paper packaging is ushering in opportunities.