Source:Securities Daily
In recent times, Liaocheng City, Shandong Province, a paper packaging enterprises busy in full swing, in sharp contrast to the first half of the order of the cold situation. The relevant person in charge of the company told the “Securities Daily” reporter, the company’s production of paper cups, paper lunch boxes, disposable paper plates and other paper products, was quickly packaged and shipped to catering enterprises in neighboring cities down the production line, the company’s inventory is also running at a low level.
Flush data show that since the third quarter of this year, domestic food and beverage consumption continues to be hot, in October the national food and beverage revenue reached nearly 480 billion yuan, which also drove the heating of the food and beverage packaging, paper cups, paper lunch boxes, paper bags, the demand for straight-line climb, from the source of the food grade white cardboard to catering paper packaging, paper packaging customized printing of the industry chain enterprises are in a state of supply and demand rebound, a number of enterprises are busy expanding capacity to increase production.
Zhuochuang information white cardboard industry analyst Kong Xiangfen said to the “Securities Daily” reporter, from the paper mill order situation, the third quarter of the ordinary White Coated Paper Board and food packaging demand has entered the peak season of consumption, paper mills gradually enter the saturation state, the market start-up motivation to improve, driven by the overall increase in the production of Food Package Ivory Board, while the price is also month by month to raise the overall profitability of the paper enterprise has improved.
Food and beverage paper packaging industry chain heating up
Recently, the “Securities Daily” reporter connected to Shandong, Anhui, Jiangsu and other places engaged in catering paper packaging company, since the third quarter of this year’s production and operation of the situation to understand the answer is that the situation is improving too quickly, a little bit caught off guard.
Anhui Tianchang City, a paper packaging company, since October, the production line almost every day in the state of full production. The relevant person in charge of the company, the enterprise daily production of various types of paper cups about 4 million, mainly supplying a number of domestic fast-food beverage chain brands. The person in charge of the company expects that this year’s sales of coffee paper cups alone will exceed 2 billion or more. Therefore, the enterprise not only plans to increase production, but also in the paper bag, paper box packaging design to increase investment in research and development.
Jinan, Shandong Province, the Century Kaiyuan Zhiyin Interconnection Technology Group Co., Ltd. is mainly for small and medium-sized customers to provide one-stop scenario of small batch customized printing services, including the face of the catering industry’s customized paper packaging printing business is a very important area. A person in charge of the company to accept the “Securities Daily” reporter interview, from the company’s online market sales scale trend, from September this year, the catering packaging market into a growth phase, the sales increase in November is 15%.” The year-on-year increase in sales of our paper cup printing business was more than 20%, and the increase in paper lunch boxes was about 10%, both of which showed a growth trend in line with the market.” The person in charge said.
Downstream demand boost, but also for the production of Coated White Paperboard upstream injected a “shot in the arm”. The reporter learned from the listed paper enterprises Bohui Paper, Chenming Paper, this year, the performance of the Glossy Ivory Cardboard market has been relatively quiet, but since the peak season of consumption into the third quarter, the white cardboard industry demand rebound, driven by the price of white coated board has also risen.
“Overall, food cardboard is better than other social white cardboard paper demand growth.” Chenming Paper Securities Department, a staff member to the “Securities Daily” reporter.
Shandong Yanzhou – the person in charge of a liner paper processing enterprise told reporters that the company is more fortunate, just put into production in August this year, two production lines, ushered in the industry demand rebound.” The company’s sales in August is only a few hundred tons of the appearance of the October sales have reached more than 2300 tons, November than October and more, is expected to January next year’s sales can be done 3000 tons, so the company has recently opened a new production line.”
Paper instead of plastic to boost industry growth
Zhuochuang information analyst Kong Xiangfen said to the “Securities Daily” reporter, since the second half of the year, with the domestic economy running steadily to the good, the white paper board market consumption as a whole to maintain the trend of restorative growth, in which with the growth of food and beverage consumption, the demand for food packaging has a better performance.
According to Zhuochuang information data, as of November, the domestic white cardboard production increased by about 25% compared with June. From the price fluctuation point of view, since July, ordinary White Coated Ivory Board and food grade packing card prices rose month by month. To food cardboard in the cupstock paper , for example, from July to November, the paper mill prices rose a total of 600 yuan / ton to 1,100 yuan / ton ranging, the overall profitability has improved.
In recent years, in the “plastic” ban on waste “and other industrial policies, the paper industry backward production capacity to accelerate the removal of food cardboard where the white cardboard, whiteboard track is gradually presented “” white instead of gray “” paper instead of plastic “packaging lightweight “and other high-end products to low-end product substitution trend, product mix upgrade. However, due to the practitioners of the future forecast.
Post time: Dec-13-2023