How much profit space is there in the packaging paper market?
the financial crisis is receding, and the global economy is slowly recovering. With the help of China's stimulus plan for economic development, most Chinese enterprises have weathered the difficult period of economic recession
at the end of 2009, the total output value of China's packaging industry surpassed Japan for the first time, becoming the world's second largest packaging industry after the United States. The total output value of China's packaging industry increased from 240.1 billion yuan in 2002 to 1trillion yuan in 2009, with an annual compound growth rate of 22.61%, 10 percentage points higher than the national average industrial development level
packaging paper industry is the wind vane of national economic development. In the past 10 years, the output of cultural paper has increased by nearly 10%, while the output of packaging paper has increased by 17% to 20%. The packaging paper industry has developed rapidly in the past 10 years, and the proportion of China's total paper production has increased from 40% to nearly 60% now, truly supporting half of the paper industry
packaging paper projects are blooming everywhere
let's take a look at the investment information of the packaging paper industry since last spring. It is not difficult to find that the investment enthusiasm is very high
in February 2010, Hebei Yongxin paper invested 1.8 billion yuan to build a 300000 ton/year box board project. On the basis of an annual production capacity of more than 600000 tons, it plans a 200000 ton/year coated white board project
on April 26th, 2010, American International Paper Group acquired Asia packaging company with us $200million in cash. On June 22, Nippon Paper Group acquired 12% equity of Liwen paper, the second largest packaging paper manufacturer in China, for HK $3.55 billion
the listed company Bohui Paper Co., Ltd. announced on December 29, 2010 that it plans to invest in the construction of a 750000 ton/year high-end packaging cardboard project, with a total investment of 3.086 billion yuan
according to Hong Kong media reports, Zhang Xin, general manager of COFCO packaging company, said that after the acquisition of Hong Kong Pinguan, the company will vigorously expand its plastic packaging business, and paper packaging is the next development goal. It does not rule out cooperation with FanMei packaging, China's second largest comprehensive sterile packaging enterprise specializing in paper packaging
on December 29, 2010, the Xinmin municipal government of Liaoning Province and Nine Dragons Paper (Holdings) Co., Ltd. jointly signed an agreement on the construction of Nine Dragons (Shenyang) paper base in Shenyang. Nine Dragons Paper Group will invest US $1.5 billion
in August, October and November of 2010, Nine Dragons Paper invested heavily in new packaging paper production projects in Fujian, Guangdong and Chongqing respectively
the author roughly estimated that the total investment in eight months was as high as more than 20 billion yuan. There are also many small projects, which I will not list one by one here. However, it is an indisputable fact that investment projects bloom all over the country when the load can no longer rise. Adding jiayirong tmemi (2) 00 can effectively improve the plasticization of materials. So many projects intensively attack the packaging paper industry, which is really a bit like a great leap forward in investment
Where does the profit come from
everyone knows that high profits depend on low costs. There are high and low costs for enterprises operating on their own land and enterprises operating on leased land
a village run paper-making enterprise in Zhongtang Town, Dongguan, which has developed for 33 years, initially leased land to Liwen. Later, the whole village developed the paper industry and developed into a paper group. At present, the group is in full swing to build the second phase of the packaging paper project. After the plant is built and the equipment is in place, it will recruit. The land used by the group has a low price when the viscosity of oil is too low, so it naturally has a certain cost advantage
more than ten years ago, when Nine Dragons Paper opened its first enterprise in Zhangmutou town, Dongguan, the land price was much lower than now. The visionary Nine Dragons land acquisition, the contract is signed and rented for 15 years. This cannot but make people admire Nine Dragons' long-term development strategy
another low-cost expansion method is cluster development to realize resource sharing and resource recycling. By vigorously promoting the integration of public works, management services, environmental protection and seven centralizations, the Yinzhou Lake paper base in Xinhui, Guangdong Province will develop a circular economy and allow related packaging paper enterprises to achieve low-cost expansion. The base uses high-efficiency, high-capacity cogeneration units for central heating, and the waste heat after power generation is used for papermaking to realize the comprehensive utilization of heat energy. The power plant in the base directly supplies power to the paper mill, reducing the loss of long-distance power transmission. The base also supplies the cooling water discharged by the power plant to the paper mill to realize the cascade recycling and reuse of water resources. The base also unified the construction of centralized sewage treatment plants to reduce the cost of paper mill pollution control. The base has a class of open ports and joint inspection units, and is equipped with docks, ocean fleets, railway and road transportation, which greatly reduces the logistics costs of related enterprises. The base also uses the waste residue from papermaking and power generation to produce cement, realizing solid waste recycling to reduce production costs
in 2008, the base prepared the implementation plan of circular economy, which plans to achieve a papermaking scale of 5.78 million tons/year, an annual total energy saving of 3.167 million tons of standard coal, a reduction of about 17400 tons of sulfur dioxide/year, a reduction of about 1900 tons of COD/year, a comprehensive utilization rate of industrial solid waste of 100%, and a reuse rate of industrial water of more than 94% by 2012. This has attracted many paper-making enterprises such as Weida, Zhongshun, Zhenlong, Huatai, Asia Pacific, Renke oasis to settle in the base
latecomers should consider the future profit space
capital is profit seeking. In the past, due to the considerable profits of several kinds of paper, everyone rushed to the corresponding papermaking projects; Nowadays, the overcapacity of some kinds of paper makes some enterprises have low profits or even losses
at present, it is the turn of wrapping paper investment. For this reason, the author has to remind relevant enterprises that the use of plastics in building materials is increasing, and they should pay attention to the change of production capacity in advance
it can be seen from some reports that China's GDP growth rate during the 12th Five Year Plan is about 8%. If the growth rate of packaging paper production in the future is 17% and 20%, whether this growth rate can be supported by the corresponding demand growth rate is a question worthy of consideration by insiders. Because the packaging paper industry cannot fly alone without the national economy
in recent years, the price of imported waste paper, the main raw material of packaging paper, has been rising, which has become a bottleneck in the development of the industry. Everyone is calling for the localization of raw materials. Some enterprises set up packaging companies in China to cultivate waste paper recycling channels. In recent years, many cities have engaged in garbage classification and recycling. This seems to make people see the hope of waste paper classification and recycling in China
however, it still needs a long process to establish a waste paper classification and recycling system involving the whole society, which is far from hydrolysis and near thirst
when investing in wrapping paper, learning from the lessons of history is not to pour cold water on enthusiastic investors, but to think and act later. After all, entering the paper industry now is not something you can play with
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