China's paper industry production
operation in 2019
Production completion from January to September 2019
Cumulative
production from January to September 2019: paper and paperboard 92.87 million
tons, an increase of 4.21 million tons compared to the same period last year,
an increase of 4.7%; pulp 9.68 million tons, a decrease of 850,000 tons
compared to the same period last year, a decrease of 8.1%; Paper products were
52.17 million tons, an increase of 9.81 million tons over the same period of
the previous year, an increase of 23% year-on-year; of which: the output of
carton boxes was 24.26 million tons, an increase of 3.05 million tons over the
same period of the previous year, an increase of 14% year-on-year.
2. Completion of main economic indicators
According to
statistics from the National Bureau of Statistics, the completion of major
economic indicators for pulp and paper and paper products enterprises above
designated size from January to September 2019 is as follows.
Revenue from main operations
The industry
completed 977.5 billion yuan, a decrease of 80.3 billion yuan over the same
period of the previous year and a 7.6% decrease year-on-year. Of which: the
pulp manufacturing industry has completed 11.4 billion yuan, a decrease of 900
million yuan over the same period of the previous year, and a decrease of 7.3%
year-on-year; the paper industry has completed 560.2 billion yuan, a decrease
of 75.1 billion yuan over the same period of the previous year, and a decrease
of 11.8% year-on-year; The industry completed a total of 406 billion yuan, a
decrease of 4.2 billion yuan over the same period of the previous year and a 1.0%
year-on-year decrease.
Total profit
The industry
completed a total of 43.7 billion yuan, a year-on-year decrease of 15.4 billion
yuan, a year-on-year decrease of 26.1%. Among them: the loss of the pulp
manufacturing industry was 50 million yuan, an increase of 1.1 billion yuan
over the same period of the previous year, and a decrease of 105% year-on-year;
the paper industry completed 21.7 billion yuan, a decrease of 15.3 billion yuan
from the same period of the previous year, and a decrease of 41.3%
year-on-year; A total of 22 billion yuan was completed, an increase of 1.1
billion yuan over the same period of the previous year, and an increase of 5.3%
year-on-year.
Inventory of finished products
The finished
product inventory of the entire industry was 53.3 billion yuan, a decrease of
5.5 billion yuan over the same period of the previous year, and a decrease of
9.4% year-on-year. Of which: the stock of finished products in the pulp
manufacturing industry was 1 billion yuan, an increase of 360 million yuan over
the same period of the previous year, an increase of 56.3%; the stock of
finished products in the paper industry was 34.7 billion yuan, a decrease of
6.6 billion yuan over the same period of the previous year, and a decrease of
16.0%; The inventory of finished products in the product manufacturing industry
was 17.6 billion yuan, an increase of 800 million yuan over the same period of
the previous year and an increase of 4.8%.
Based on the
analysis of the statistical express data of 2019 and the previous year, the
overall operation and economic indicators of the entire industry in the first
nine months of 2019 were not as good as the previous year.
Import and export of commercial pulp and waste paper raw materials
3.1 analysis of import and export of commercial pulp
From January to
September 2019, 19.81 million tons of various types of commercial pulp were
imported, an increase of 1.14 million tons over the same period of the previous
year, and a year-on-year increase of 6.1%. Of which: 6.53 million tons of
bleached coniferous wood pulp, an increase of 374,000 tons over the same period
of the previous year, an increase of 6.1% year-on-year; 8.58 million tons of
bleached hardwood pulp, an increase of 150,000 tons over the same period of the
previous year, an increase of 1.7%; t, a decrease of 30,000 t over the same
period of the previous year, and a decrease of 5% year-on-year; 2.33 million t
of dissolved pulp, an increase of 280,000 t over the same period of the
previous year, an increase of 13.7%; a waste paper pulp of 570,000 t, an
increase of 260,000 t over the same period of the previous year. , A
year-on-year increase of 83.9%.
From the data of
the import of commercial pulp in the first 9 months, except for the reduction
of natural wood pulp, other varieties have increased, but the largest increase
compared to the same period last year was waste pulp.
Based on the
import volume of the first nine months of 2019 and the supply of commercial
pulp market and combined with domestic pulp, paper and paperboard production,
it is estimated that the total import volume of commercial pulp in 2019 will be
about 27 million tons (including 3.1 million tons of dissolved pulp, waste
900,000 tons of pulp), the actual consumption of imported commercial paper pulp
increased by about 4.8% year-on-year. The export volume is expected to be
100,000 tons, which is basically the same as the previous year.
3.2 Waste paper imports and waste paper pulp production
From January to
September 2019, a total of 8.12 million tons of various types of waste paper
were imported, a decrease of 3.41 million tons from the same period of the
previous year, and a year-on-year decrease of 30%. Among them: OCC is 6.17
million tons, which is 2.35 million tons less than the same period of the
previous year, and a decrease of 27.6% year-on-year; ONP / OMG is 1.68 million
tons, which is 830,000 tons less than the same period of the previous year and
a decrease of 33.1% year-on-year; MOW is 270,000 tons, Compared with the same
period of the previous year, it decreased by 220,000 tons, and decreased by
44.9% year-on-year.
In 2018, domestic
production of waste paper pulp was 54.44 million tons, and the total
consumption of waste paper was about 66.67 million tons. Of which: 17.03
million tons of imported waste paper and about 49.64 million tons of various
types of waste paper recovered in China.
Constrained by
environmental protection permits and import quality standards in 2019, the
volume of waste paper imports will continue to decrease. It is estimated that
about 10 million tons of waste paper will be imported in 2019, a decrease of
about 40% over the previous year. Due to the restriction of the total amount of
recyclables, the amount of domestic waste paper recycling will decrease
compared to the previous year, but the production enterprises have increased
their requirements for procurement quality and will make up for some of the
total amount. It is estimated that 49 million tons of domestic waste paper will
be recycled throughout the year, a decrease of about 600,000 tons over the
previous year. The total amount of waste paper pulp produced was about 53
million tons, a decrease of about 2.6% over the previous year.
3.3 Judgment of Production and Consumption of Primary Pulp
According to the
above-mentioned domestic raw pulp production and import of commercial pulp and
waste paper, combined with the analysis of domestic paper and paperboard
production and consumption and domestic waste paper recycling, it is estimated
that the annual domestic raw pulp production in 2019 will be about 17 million
tons, which is higher than With an annual decrease of about 2.7%, plus the
import and export volume, it is estimated that the apparent consumption of
primary paper pulp for the whole year will be about 39.1 million tons, a
decrease of about 0.1% year-on-year.
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