全球紙漿工業(yè)市場前景及投資研究報告-外文版培訓課件

INDUSTRIES

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MARKETSPulpindustryworldwideCHAPTER

01OverviewProductionofpulpforpaperworldwidefrom1961to2022(inmillionmetrictons)Globalpulpforpaperproduction1961-202225020015010050019611963196519671969197119731975197719791981198319851987198919911993199519971999200120032005200720092011201320152017201920213Description:Thetotalglobalproductionofpulpforpaperstoodat198.57millionmetrictonsin2022-anincreaseofoveronepercentfromthepreviousyear.Theannualproductionofpulpforpaperhasincreasedmassivelysincethe1960s,thoughoutputhasslowedinrecentdecades.TheUnitedStateswasthelargestpulpforpaperproducerin2022,accountingforroughlyaquarterofglobalproduction.ReadmoreNote(s):Worldwide;1961to2022Source(s):FAOLeadingpulpforpaperproducingcountriesworldwidein2022(inmillionmetrictons)Globalpulpforpaperproduction2022,bycountryProductioninmillionmetrictons20

250510153035404550UnitedStatesChina46.6626.73Brazil25.03CanadaSwedenFinlandIndonesiaRussia13.6211.3210.528.988.87Japan7.57India6.134Description:TheUnitedStateswastheworld'slargestproducerofpulpforpaperin2022,withanoutputofsome46.66millionmetrictons.ThiswasmorethantwicetheamountofpulpforpaperthatwasproducedinBrazil-thesecond-largestpulpforpaperproducer,with25.03millionmetrictons.Chinawasthethird-largestproducerwith26.73millionmetrictons,followedbyCanada,Sweden,Finland,Indonesia,Russia,Japan,andIndia.In2021,theglobalmarketsizeofpulpandpaperwas[...]

ReadmoreNote(s):Worldwide;2022Source(s):FAODistributionofpulpforpaperproductionworldwidein2022,byregionShareofglobalpulpproduction2022,byregionOceania1.36%Africa0.65%Europe23.91%Asia26.7%Americas47.38%5Description:TheAmericasproducedapproximately47.38percentoftheglobalpulpforpaperin2022.Thesecond-largestpulpproducingregionthatyearwasEurope,representing25percentoftheglobaloutput.

ReadmoreNote(s):Worldwide;2022;Basedontotalproductionof198.57MtSource(s):FAOMarketsizeofpaperandpulpindustryworldwidein2021,withanestimatedfigurefor2022andaforecastfor2029(inbillionU.S.dollars)Globalmarketsizeofpaperandpulp2021-2029400372.7354.39351.5335030025020015010050020212022*2029**6Description:Theglobalpulpandpapermarketwasvaluedat351.53billionU.S.dollarsin2021,andwasexpectedtoincreaseinvaluein2022.Themarketisprojectedtoregisteracompoundannualgrowthrate(CAGR)of0.72percentfrom2022to2029toreachavalueofroughly373billionU.S.dollars.ReadmoreNote(s):Worldwide;2021;*Projections.**ForecastbasedonaCAGRof0.72%inforecastperiod2022-2029.ReadmoreSource(s):FortuneBusinessInsightsCHAPTER

02CompaniesLeadingforestryandpapercompaniesworldwidebasedonrevenuein2022(inbillionU.S.dollars)Leadingglobalforestryandpapercompaniesbasedonrevenue2022RevenueinbillionU.S.dollars60248101214OjiPaperCompanyStoraEnsoOyj13.112.5WestFraserTimberCoLtd.WeyerhaeuserCompanyUniversalForestProductsMasco9.710.189.628.688Description:OjiPaperCompanywastheworld'slargestforestryandpapercompanyin2022,withrevenueofmorethan13billionU.S.dollars.InsecondplacethatyearwasStoraEnsoOyj,whichreportedrevenueof12.5billionU.S.dollars.

ReadmoreNote(s):Worldwide;2022Source(s):ZippiaLeadingforestryandpapercompaniesbasedonmarketcapitalizationworldwidein2022(inbillionU.S.dollars)Forestry&papercompaniesworldwidebasedonmarketcapitalization2022MarketcapitalizationinbillionU.S.dollars1002468121416182022UPMKymmene(Finland)InternationalPaperCo(U.S.)StoraEnso(Finland)19.0717.0915.7SuzanoPapeleCelulose(Brazil)SvenskaCellulosaAB(Sweden)WestFraserTimberCo(Canada)HolmenAB(Sweden)14.5212.0810.068.28OjiHoldings(Japan)5.054.514.06NineDragonsPaperLtd(HongKong)EmpresasCMPC(Chile)9Description:AsofFebruary2022,FinlandbasedUPMKymmenehadamarketcapitalizationof19.07billionU.S.dollars.Thiswasthelargestmarketcapoftheleadingforestryandpapercompaniesworldwide.U.S.basedInternationalPaperhadthesecondhighestmarketcap,at12.75billionU.S.dollars.ReadmoreNote(s):Worldwide;2021Source(s):FinancialTimes;ThomsonReuters;Varioussources(companydata)Largestmarketpulpcapacitiesworldwidein2023,bycompany(inmilliontons)Largestmarketpulpcapacitiesworldwide2023,bycompanyCapacityinmilliontons602481012SuzanoAPP+PE+DomtarAPRIL+BracellUPM10.95.95.64.94.3AraucoCMPC4.1IP3.33.1Mets?GeorgiaPacificStoraEnso2.52.310Description:Suzanohadamarketpulpproductioncapacityof10.9milliontonsasof2023.Brazil-basedSuzanoisthelargestpulpandpapercompanyinLatinAmerica.ReadmoreNote(s):Worldwide;2023Source(s):HawkinsWright;SuzanoCHAPTER

03ProductionWoodpulpforpaperandpaperboardcapacitiesworldwidein2024,byselectcountry(in1,000metrictons)Globalwoodpulpcapacities2024,byselectcountryTotal

capacity476812842015922125026732Of

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pulpUnitedStatesBrazil874722845JapanFinlandChile5364639146005UruguayAustraliaPortugalGermanySpain4600300028001550272822131533France2015AustriaThailand1885470203111412Description:TheUnitedStates'totalcapacityforwoodpulpforpaperandpaperboardin2024was47.68millionmetrictons(airdry).Ofthistotal,8.75millionmetrictonswasformarketpulp.Marketpulpisproducedbypulpmillsandshippedtopapermanufacturersthatdon'thavetheirownpulpmillsonsite.Non-marketpulpisusedbypapermakingfirmsthathaveapulpmillonsite,soitcanbeusedbywithintheirownfacilitiestoproducepaperproducts.ReadmoreNote(s):Worldwide;2023Source(s):FAOProductionofwoodpulpworldwidefrom1961to2022(inmillionmetrictons)Globalwoodpulpproduction1961-2022250200150100500196119631965196719691971197319751977197919811983198519871989199119931995199719992001200320052007200920112013201520172019202113Description:Theglobalproductionofwoodpulpamountedtoover195.79millionmetrictonsin2022,upfrom193.82millionmetrictonsinthepreviousyear.Globalwoodpulpproductionwasroughly15.5percenthigherin2022whencomparedto2000levels.171.11in2000ReadmoreNote(s):Worldwide;1961to2022Source(s):FAODistributionofpulpproductionworldwidein2022,bytypeShareofglobalpulpproduction2022,bytypeOtherpulp5.8%Mechanicalandsemi-chemicalpulp14.6%Chemicalpulp79.0%14Description:Around198.57millionmetrictonsofpulpforpaperwereproducedworldwidein2022.Ofthistotal,chemicalpulpaccountedformorethanthree-quartersofproduction,whereasmechanicalandsemi-chemicalpulprepresentedroughly15percentofthetotaloutput.ReadmoreNote(s):Worldwide;2022;Basedontotalproductionof198.57MtSource(s):FAOProductionofpulpforpaperworldwidein2022,bytype(in1,000metrictons)Globalpulpforpaperproduction2022,bytypeProductioninthousandmetrictons60,000

80,000

100,000020,00040,000120,000140,000160,000180,000200,000220,000Mechanicalandsemi-chemicalpulp28,919.59Chemicalpulp158,070.18OtherTotal11,580.85198,570.6215Description:Theglobalproductionofpulpforpaperamountedtoroughly198.6millionmetrictonsin2022.Ofthattotal,chemicalpulpaccountedfor158millionmetrictons.Meanwhile,productionofmechanicalandsemi-chemicalpulpstoodatnearly29millionmetrictons.ReadmoreNote(s):Worldwide;2022Source(s):FAOProductionofchemicalwoodpulpworldwidefrom1961to2022(inmillionmetrictons)Globalproductionofchemicalwoodpulp1961-2022180160140120100806040200196119631965196719691971197319751977197919811983198519871989199119931995199719992001200320052007200920112013201520172019202116Description:Theglobalproductionofchemicalwoodpulpsurpassed158.07millionmetrictonsin2022.Worldwidechemicalwoodpulpproductionhasincreasedsignificantlysincethe1960s,withthelargestdropinproductionoccurringin2009,duringtheglobalfinancialcrisis.ReadmoreNote(s):Worldwide;1965to2022Source(s):FAOProductionofmechanicalandsemi-chemicalpulpworldwidefrom1961to2022(in1,000metrictons)Globalmechanicalandsemi-chemicalpulpproduction1961-202250,00045,00040,00035,00030,00025,00020,00015,000196119631965196719691971197319751977197919811983198519871989199119931995199719992001200320052007200920112013201520172019202117/statistics/1332588/production-of-mechanical-semi-chemical-pulp-worldwideTheglobalproductionofmechanicalandsemi-chemicalpulpdecreasedin2022tonearly29millionmetrictons.Globalmechanicalandsemi-chemicalpulpproductionhasbeenindeclinesincepeakingat43.3millionmetrictonsintheyear2000.ReadmoreNote(s):WorldwideSource(s):FAOProductionofpulpfromfibersotherthanwoodworldwidefrom2000to2022(inmillionmetrictons)Globalpulpproductionfromfibersotherthanwood2000-202219.518.517.516.515.514.513.512.511.510.52000

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202218Description:Theglobalproductionofpulpfromfibersotherthanwoodstoodat11.58millionmetrictonsin2022.Non-woodpulpismainlymadefromrawmaterialssuchasstraw,bamboo,andsugarcanebagasse.Inadditiontonon-woodfibers,thetwoothermainrawmaterialsusedinpapermakingarewoodpulpandrecoveredpaperpulp.ReadmoreNote(s):Worldwide;2000to2022Source(s):FAOProductionofrecoveredpaperworldwidefrom1961to2022(inmillionmetrictons)Globalrecoveredpaperproduction1961-2022300250200150100500196119631965196719691971197319751977197919811983198519871989199119931995199719992001200320052007200920112013201520172019202119Description:Theamountofrecoveredpaperproducedworldwidein2022surpassed239.45millionmetrictons.ReadmoreNote(s):Worldwide;1961to2022Source(s):FAOCHAPTER

04ConsumptionPaperproductionandfiberconsumptionworldwidein2022,bytype(inmilliontons)Globalpaperproductionandfiberconsumption2022,bytypeVirginRecycledNon-wood30025020024917515010050100Fiberconsumption21Description:Globalpaperproductionwasestimatedtototal434milliontonsin2022,ofwhich249milliontonscamefromrecycled,orrecovered,papers.Thismaderecoveredpapersthemainrawmaterialusedinpaperproductionworldwidethatyear.Recoveredpaperispaperandpaperboardwastethathasbeencollectedforrecycling.Itisthenprocessedbychemicalstoremoveinkandadhesives,thenchoppedintorecoveredpaperpulp.

ReadmoreNote(s):Worldwide;2022;*EstimateReadmoreSource(s):AFRY;PPPC;RISI;SuzanoPulpconsumptionforpaperproductionworldwidein2022,bytype(inmilliontons)Globalpulpconsumption2022,bytypeIntegratedMarketpulpBCPMechanicalUnbleachedHardwoodSoftwoodFluff200180160140120100806040200VirginpulpMarketpulpBleachedchemicalpulp(BCP)22Description:Anestimated175milliontonsofvirginpulpwasconsumedgloballyintheproductionofpaperin2022,ofwhichmarketpulpaccountedfor40percent.BleachedChemicalPulp(BCP)fromhardwoodtreesaccountedforthelargestshareofmarketpulpconsumedfor?paperproductionin2022.?Integratedpulpispulpproducedinpapermillsthatalsohavetheon-sitecapabilitiestocovertthisintopaperproducts.Meanwhile,marketpulpispulpsoldtopapermanufacturerswithouton-site[...]

ReadmoreNote(s):Worldwide;2022Source(s):AFRY;PPPC;RISI;SuzanoRawmaterialsconsumedforpaperandboardproductioninCEPIcountriesinEuropefrom1991to2022(in1,000metrictons)CEPIrawmaterialsconsumptionforpaperandboardproductioninEurope1991-2022IntegratedpulpMarketpulpPaperforrecycling13,758Non-fibrousmaterials120,000100,00080,00060,00040,00020,000016,49816,12848,12213,90114,47547,75114,09513,11648,89412,85450,73715,60940,92210,68447,95111,73547,49146,74519,0329,50449,04719,73748,33818,97347,62525,36018,01517,86017,93017,78017,98114,33216,49117,06516,85528,362200028,460200525,989201023,483199123,178201523,605201623,816201723,923201822,644201920,728202021,926202120,551202223Description:The18membercountriesthatmakeuptheConfederationofEuropeanPaperIndustries(CEPI)consumedsome37.4millionmetrictonsofpulpin2022,withmarketpulprepresenting16.86millionmetrictons.Intotal,96.63millionmetrictonsofrawmaterialswereconsumedbyCEPI.ReadmoreNote(s):Europe;1991to2022;CEPImembersSource(s):CEPIChina'sannualshareoftotalglobalmarketpulpfrom2010to2023China'sshareoftotalmarketpulpworldwide2010-202350%45%44%42%39%39%40%35%30%25%20%15%10%5%38%36%35%33%30%29%29%26%25%21%0%2010201120122013201420152016201720182019202020212022202324Description:Chinaaccountedfor44percentoftotalglobalmarketpulpin2023.China'sshareofglobalmarketpulphasincreasedconsiderablyoverthepastdecade,risingfrom21percentin2010.Marketpulpisanytypeofpulpthatisproducedatonelocation,thensoldtomanufacturersthatdon'thavepulpmillstobeturnedintopaperproductssuchastissuesandpackaging.Non-marketpulpispulpthatisproducedbyamanufacturerthatalsoproducespaperproductsatitsownfacilities.Chinaisthe[...]

ReadmoreNote(s):China;2021Source(s):PPPC;SuzanoCHAPTER

05TradeDistributionofwoodpulpexportsworldwidein2022,bycountryShareofglobalwoodpulpexports2022,bycountryRestoftheworld16.69%Russia3.04%Brazil28.35%Uruguay3.86%Chile5.45%Sweden5.49%Canada11.72%Finland5.67%UnitedStatesofAmerica11.43%Indonesia8.29%26Description:Brazilwasbyfartheworld'slargestexporterofwoodpulpin2022,shippingnearly28.35percentofthetotalwoodpulpexportsthatyear.Canadafollowedsecond,accountingforalmost12percentoftheglobalwoodpulpexports.TheUnitedStateswasthethird-largestexporterofwoodpulpin2022,andalsothesecond-largestimporterofwoodpulpthatyear.ReadmoreNote(s):Worldwide;2022;Basedontotalexportsof69.8MtSource(s):FAODistributionofwoodpulpimportsworldwidein2022,bycountryShareofglobalwoodpulpimports2022,bycountryRestoftheworld26.55%China37.91%Turkey2.44%France2.49%Netherlands(Kingdomofthe)2.54%SouthKorea3.26%India3.3%UnitedStatesofAmerica10.08%Italy5.13%Germany6.3%27/statistics/1332459/global-distribution-of-wood-pulp-imports-by-countryChinawasbyfartheworld'slargestimporterofwoodpulpin2022,accountingfornearly37.91percentofthetotalwoodpulpimportsthatyear.TheUnitedStatesfollowed,representingaroundninepercentoftheglobalwoodpulpimportsin2022.

ReadmoreNote(s):Worldwide;2022;Basedontotalimportsof68.9MtSource(s):FAOLeadingimportingcountriesofchemi