The situation, opportunity and challenge facing the new era of paper industry

China's paper industry has bid farewell to the shortage era and entered an era full of challenges and changes, the potential economic growth space supported by resources, energy, environment and other factors has declined significantly, and a new round of industrial restructuring and international division of labor are underway. China's paper industry still has a series of problems such as unreasonable product structure, structural and periodic excess of some products, increasing dependence on external raw materials, weak technological innovation ability, excessive number of small and medium-sized enterprises and low information level, resource utilization efficiency and environmental governance ability, which need to be solved during the transition period. Paper market demand capacity still has a certain development and adjustment space.

The basic positioning and characteristics of paper industry

The paper industry includes pulp manufacturing industry, paper industry (including machine-made paper and cardboard, handmade paper, processed paper), paper products manufacturing industry, is closely related to the national economy and social development and has the characteristics of sustainable development of the important basic raw material industry.

Paper consumption is directly and indirectly affected by all areas of the whole society, and is closely related to national economic security, and the consumption level of paper and cardboard is an important sign to measure the degree of a country's economy and civilization.

Papermaking industry takes wood processing residues, bamboo, reed, agricultural straw and other industrial and agricultural wastes and waste paper as raw materials, which is an important industry with sustainable development characteristics and green and low-carbon characteristics in China's national economy.

China's paper industry is facing the world's largest and most potential development of paper and cardboard domestic consumer market and the world's main manufacturing location, China's paper and cardboard consumption accounts for about 1/4 of the global total, accounting for Asia's total consumption of 1/2.

Strategic transformation period

-- A time full of challenges and changes

The development of paper industry is in an important strategic transition period

At present, China's paper industry has bid farewell to the shortage era and entered an era full of challenges and changes. The growth mode supported by resources, energy, environment and other factors in the past is changing, and the potential room for economic growth is significantly reduced. A new round of industrial restructuring and international division of labor is under way, especially the transfer of manufacturing from developed and developing countries, but also intensified trade disputes between countries.

China's paper industry still has a series of problems such as unreasonable product structure, structural and phased excess of some products, increasing dependence on external raw materials, weak technological innovation ability, large number of small and medium-sized enterprises and low information level, resource utilization efficiency and environmental governance ability, which need to be solved during the transformation period. Paper market demand capacity still has a certain development and adjustment space. China's per capita consumption of paper and cardboard and developed countries still have a certain gap, which is the potential for growth.

The situation facing

◆ Facing the change of market environment

(1) After achieving the basic balance between supply and demand of the paper industry in China, the double pressure of the decline in demand growth and the saturation of some product markets.

(2) Changes in demand structure and marketing model.

(3) The survival of the fittest will be further intensified, and some enterprises will withdraw from the market.

(4) Trade protection is likely to escalate, such as the recent Sino-US trade war.

(5) The acceleration of the process of market environment change.

(6) The trend of global economic integration and the increasing regional economic development and change, Southeast Asia and other regions are developing rapidly.

China's paper industry volume is large, the demand for bulk products is huge, the industry is facing the pressure of ensuring supply, and China's domestic supply and demand will also cause obvious impact on the international market.

◆ Facing the change of development mode

In the short-term era of products, relying on scale expansion can also achieve growth, but it is now unsustainable, and it is necessary to return to the track of rational and stable development from the extraordinary development of production capacity.

We will improve the quality of development and shift to market-oriented and high-end industries.

The paper industry needs to pay more attention to changes in market demand and operational efficiency, reduce development costs, grasp the balance between investment scale, investment opportunity and consumption growth, change the original inertia thinking, and prevent blind expansion and repeated construction.