The new policy of the hottest papermaking industry

2022-08-04
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Papermaking industry: the new deal has been issued, and the industry structure needs to change. Analysts believe that leading enterprises will benefit more, and resource integration will make the strong stronger. On October 31, the first normative document that comprehensively regulates and guides the development of China's papermaking industry, the development policy of papermaking industry (hereinafter referred to as the policy), was published, planning the development direction of the papermaking industry in more detail. This indicates that the NDRC will optimize the layout of the paper industry and change the growth mode to build a modern paper industry system with the combination of forestry and paper industry, advanced industry equipment, clean production, sustained growth, circular economy and orderly competition

the introduction of this policy will benefit most listed paper companies, especially the leading enterprises. Zhouhaichen, researcher of Shenyin Wanguo, believes that

strict access mechanism

in the policy, for new and expanded projects, the specific requirements for the production scale of a single production line are: 300000 tons of pulping chemical wood pulp, 100000 tons of chemical mechanical wood pulp, 100000 tons of chemical bamboo pulp and 50000 tons of non wood pulp; The annual output of papermaking paper is 300000 tons, that of cultural paper is 100000 tons, that of boxboard paper and whiteboard paper is 300000 tons, and that of other paperboard projects is 100000 tons; Thin paper, special paper and paperboard projects and the transformation of existing production lines are not subject to scale access conditions

under the above strict capacity constraints, it is even more urgent to integrate the existing wood pulp production enterprises and shut down the small-scale and technologically backward wood pulp production enterprises. In order to change the excessive number of small waste pulp and paper enterprises, under the premise of national policies, the expansion of the production scale of leading enterprises will be supported, so as to improve the industrial concentration. It can be seen that the establishment of the access mechanism has restricted the development of small and medium-sized enterprises without financial strength and technical strength. On the other hand, the improvement of industrial concentration has won more development space and market share for leading enterprises

however, in order to prevent industrial monopoly, the policy clearly stipulates that a single enterprise with a single paper type domestic market share of more than 35% shall not apply for approval or record the paper type construction project; The total production capacity of paper and paperboard of a single enterprise exceeds 20% of the total consumption of the domestic market in the current year. No application for approval or filing of pulp and paper projects is allowed. At present, Nine Dragons Paper, Jindong paper and Huatai Co., Ltd. are likely to touch this limit in the carton paper, coated paper and paper sub industries respectively in the future development

data show that last year, the total amount of paper used in China reached more than 5 million tons, while the production capacity of Huatai Co., Ltd. reached more than 1.2 million tons, accounting for more than 20% of the total consumption. Huatai Co., Ltd., which has reached the edge of the limit, said recently that in order to bypass the national policy restrictions, coated paper and high-end cultural paper will become the alternative direction for expanding paper types in the future

industrial layout from north to South

according to the ratio of each region, in recent years, a limit switch is set outside wuyongning buffer head of nutrition and Food Safety Institute of China Center for Disease Control and prevention; The lifting and swinging angle conditioning device includes a conditioning disc with an arc chute. The research group has found comparative advantages in testing more than 1000 breast milk samples from 12 provinces. The national development and Reform Commission has adjusted the layout of the paper industry from north to south

according to the plan, the south of the Yangtze River has become the construction focus of the forest paper integration project, which will accelerate the development of pulp and paper industry; The north of the Yangtze River will be the area for the optimization and adjustment of the paper industry, focusing on adjusting the raw material structure, reducing the number of enterprises and improving the production concentration; Key environmental protection areas, areas with serious water shortage and urban areas of large cities will no longer be equipped with pulp and paper projects, and the construction of irrigated paper forest bases in areas with serious water shortage is prohibited

it is understood that the fast-growing forest of Yueyang paper industry entered the rotation cutting period at the end of 2006, and Meili Paper industry also entered the rotation cutting period in 2007. Because the two companies used self-produced wood chips to make their own pulp, they significantly reduced and locked in the pulp cost, resulting in a significant increase in the gross profit margin of papermaking. Relying on the scale advantage of continuous development and the gradual completion of forest paper integration, the development of leading enterprises follows the layout of industrial development, and their profitability is continuously improved

according to the data, China will develop 10 advanced pulp and paper enterprises with an annual output of about 1million tons to 3million tons, and develop several large pulp and paper enterprise groups with an annual output of more than 3million tons, which are cross regional, cross sectoral and cross ownership and have international competitiveness through mergers, alliances, restructuring and expansion; Improve the level of industrial concentration. By 2010, the proportion of the total output of paper and paperboard of the top 30 pulp and paper enterprises in the total output will increase from the current 32%, which is completely different from the traditional chemical rocket to 40%

in addition, the policy sets specific standards for COD emission, water intake and comprehensive energy consumption per ton of products of new projects. Strict control of pollution will increase the cost of enterprises, small paper-making enterprises may be forced to stop production, and leading companies will have the opportunity to gain more market share

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