In May 2022, Susano Paper & Pulp Company, the world’s largest pulp producer, issued a warning that global pulp stocks have been falling sharply and supplies are facing shortages.
In recent years, due to the impact of the new crown epidemic, the global logistics industry has experienced many problems, including shortage of human resources, shortage of containers, rising transportation prices, frequent transportation congestion, and increased transportation time. Many problems cannot be effectively solved, which will ultimately have a greater impact on the import and export of raw materials for daily necessities including pulp. The raw materials for pulp production in Europe mainly depend on the supply of Eastern Europe. Affected by the logistics industry and the ongoing conflict between Russia and Ukraine, the supply of pulp raw materials is tight, resulting in a decline in pulp production and an imbalance between supply and demand in the global pulp market.
At present, chinese new crown epidemic prevention and control measures are in place. Compared with other countries, the epidemic situation is relatively stable, and the domestic pulp output is stable. The upstream of the pulp industry chain is the raw material provider. my country’s pulp manufacturing is dominated by waste paper pulp, and the main raw material waste paper is in sufficient supply. According to data from the China Paper Association, the total domestic waste paper recycling in 2021 will be 64.91 million tons, an increase of 18.2% year-on-year. Moreover, in the past 10 years, my country’s waste paper recycling volume has been more than 40 million tons, and the supply of waste paper raw materials is relatively stable
The middle reaches are pulp manufacturers, and the main companies are Shanying Paper, Chenming Paper, Guanhao High-tech, Yibin Paper, etc. Downstream is pulp application enterprises, mainly for the paper industry, including double-adhesive paper, coated paper, toilet paper and white cardboard.
Affected by the lack of global pulp supply, the output of foreign paper products industry has continued to decline. In this context, the export volume of my country’s paper products has soared. The latest data from the National Bureau of Statistics shows that in March 2022, the export delivery value of my country’s paper and paper products industry reached 5.54 billion RMB, a year-on-year increase of 18.7%. According to the “2022-2027 Pulp (Virgin Pulp and Waste Paper Pulp) Industry In-depth Market Research and Investment Strategy Suggestions Report” released by the Xinsijie Industry Research Center, my country’s paper and paper products export business has shown a trend since mid-2021. trend of rapid growth. Pulp is an important raw material for the production of paper and paper products, and the increasing export volume of the latter will surely drive the growing demand for the former, thereby promoting the rapid development of the industry.
Some analysts said that the lack of global pulp supply has promoted the continuous growth of my country’s export market of paper and paper products, and further promoted the development of my country’s pulp industry. However, in recent years, pulp prices have fluctuated frequently, and it is difficult to judge the trend. In order to ensure the sustainable development of my country’s pulp industry, the pulp industry should develop in the direction of clustering in the future to reduce development risks. At the same time, my country’s pulp enterprises should actively expand their business to the upstream of the industrial chain, build an integrated enterprise integrating waste paper recycling stations, paper mills, product packaging and transfer stations, and form a closed-loop industrial chain, thereby reducing production costs and improving production efficiency.
Post time: Aug-25-2022