全球造紙工業(yè)市場(chǎng)前景及投資研究報(bào)告-外文版培訓(xùn)課件2024.7

COMPANIES

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PRODUCTSPaperindustryworldwideCHAPTER

01OverviewProductionvolumeofpaperandpaperboardworldwidefrom1961to2022(inmillionmetrictons)Globalproductionofpaperandpaperboard1961-202245040035030025020015010050019611963196519671969197119731975197719791981198319851987198919911993199519971999200120032005200720092011201320152017201920213Description:Theglobalproductionvolumeofpaperandpaperboardwasapproximately414.09millionmetrictonsin2022.Thiswasanincreaseofoverfourpercentincomparisontothepreviousyear.Since2010,globalproductionofpaperandpaperboardhasremainedrelativelystable,averagingroughly400millionmetrictonsperyear.ReadmoreNote(s):Worldwide;1961to2022Source(s):FAOConsumptionofpaperandcardboardworldwidefrom1961to2022(inmillionmetrictons)Globalconsumptionofpaperandcardboard1961-202245040035030025020015010050019611963196519671969197119731975197719791981198319851987198919911993199519971999200120032005200720092011201320152017201920214Description:Theglobalconsumptionofpaperandcardboardwasapproximately414.19millionmetrictonsin2022-anincreasewhencomparedwiththepreviousyear.Theglobalconsumptionofpaperandpaperboardhasincreasedalmost75percent,relativeto1990levels.Globalpaperconsumptionisprojectedtofurtherincreaseinthecomingdecades,surpassing460millionmetrictonsby2030.ReadmoreNote(s):Worldwide;1961to2022Source(s):FAOImportsandexportsofpaperandpaperboardworldwidefrom1990to2022(inmillionmetrictons)Globaltradevolumeofpaperandpaperboard1990-2022ImportExport1251151059585756555455Description:Theglobalvolumeofpaperandpaperboardimportsamountedtonearly111.5millionmetrictonsin2022-approximatelythesamequantityasglobalexports.Globalimportsandexportsofpaperandpaperboardhaveroughlydoubledsince1990.Themostnotabledeclineintradeinthepastthreedecadesoccurredbetween2007to2009,duringtheglobalfinancialcrisis.ReadmoreNote(s):Worldwide;1990to2022Source(s):FAOCHAPTER

02ProductionandconsumptionProductionofpaperandpaperboardworldwidefrom1961to2022,bymajorcountry(inmillionmetrictons)Globalproductionofpaperandpaperboard1961-2022,bymajorcountryChinaUnitedStatesJapanGermanyIndiaIndonesiaBrazilSouthKoreaRussia*1401201008060402001961196519701975198019851990199520002005201020152020202120227Description:Chinaiscurrentlytheworld'slargestproducerofpaperandpaperboardbyfar,withanoutputofmorethan128millionmetrictonsin2022.Thesecond-largestproducerthatyearwastheUnitedStates.

ReadmoreNote(s):Worldwide;1961to2022;*DataforRussiaunavailableuntil1992.Figureshavebeenrounded.ReadmoreSource(s):FAODistributionofpulpforpaperproductionworldwidein2022,byregionShareofglobalpulpproduction2022,byregionOceania1.36%Africa0.65%Europe23.91%Asia26.7%Americas47.38%8Description:TheAmericasproducedapproximately47.38percentoftheglobalpulpforpaperin2022.Thesecond-largestpulpproducingregionthatyearwasEurope,representing25percentoftheglobaloutput.

ReadmoreNote(s):Worldwide;2022;Basedontotalproductionof198.57MtSource(s):FAOConsumptionofpaperandpaperboardinselectedcountriesworldwidein2022(in1,000metrictons)Globalconsumptionofpaperandpaperboard2022,byselectcountryConsumptioninthousandmetrictons60,000

80,000020,00040,000100,000120,000140,000ChinaUnitedStatesGermanyIndia130,300.1463,868.6717,835.5216,842.9Italy11,390.159,782MexicoFrance8,271.637,746.7PolandSpain7,478.447,226.63UnitedKingdomBelgium1,777.769Description:Chinaistheworld'slargestconsumerofpaperandpaperboardbyfar,consuming130.3millionmetrictonsworthin2022.ThiswasroughlythecombinedquantityofpaperandpaperboardconsumedintheUnitedStates,Japan,Germany,India,andItaly,andaccountedfor32percentofglobalpaperandpaperboardconsumptionthatyear.ReadmoreNote(s):Worldwide;2022Source(s):FAOCHAPTER

03SegmentsProductionvolumeofpaperandpaperboardworldwidefrom2010to2022,bytype(in1,000metrictons)Globalproductionvolumeofpaperandpaperboard2010-2022,bytypePackagingpaperandboardGraphicpaperOthers450,000400,000350,000300,000250,000200,000150,000100,00050,0000201020112012201320142015201620172018201920202021202211Description:In2022,approximately91millionmetrictonsofgraphicpaperwereproducedworldwide.Meanwhile,packagingpaperandboardproductionamountedto265millionmetrictons.Overall,thequantityofpaperandpaperboardproducedworldwidein2022weighedmorethan414millionmetrictons.ReadmoreNote(s):Worldwide;2010to2022Source(s):FAOProductionofpaperandpaperboardworldwidefrom2000to2022,byend-use(inmillionmetrictons)Globalpaperandpaperboardproduction2000-2022,bygradeNewsprintCartonboardPrintingandwritingpapersWrappingpapersHouseholdandsanitarypapersOtherpaperandpaperboard*Casematerials4504003503002502001501005002000

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202212Description:In2022,corrugatedcasematerialswerethemostproducedgradeofpaperandpaperboardworldwide,at183millionmetrictons.Thesecondmostproducedpaperandpaperboardgradethatyearwasprintingandwritingpapers.?Thedistributionofpapergradeproductionhaschangedsignificantlyoverthepasttwodecadesduetochangingconsumerbehavioranddigitalization.In2000,39.5millionmetrictonsofnewsprintwasproducedworldwide,representing12percentoftotalglobal[...]

ReadmoreNote(s):Worldwide;2000to2022;*Otherpaperandpaperboardincludesotherpapersmainlyforpackaging,andthosenotelsewherespecified.

Figureshavebeenrounded.

ReadmoreSource(s):FAODistributionofpaperandpaperboardproductionworldwidein2022,byend-useShareofglobalpaperandpaperboardproduction2022,bygradeShareofproduction0%5%10%15%20%25%30%35%40%45%50%CorrugatedcasematerialsPrintingandwritingpapersCartonboard44.3%19%12.2%HouseholdandsanitarypapersWrappingpapers9.3%4.7%Newsprint3.1%Otherpaperandpaperboard*7.5%13Description:In2022,corrugatedcasematerialsaccountedforapproximately44percentoftheglobalpaperandpaperboardproduction.Thiswasfollowedbyprintingandwritingpapers,representing19percent.Globalpaperandpaperboardproductionsurpassed414millionmetrictonsin2022.ReadmoreNote(s):Worldwide;2022;Basedontotalproductionof414.1Mt;*Otherpaperandpaperboardincludesotherpapersmainlyforpackaging,andthosenotelsewherespecified.

FigurescalculatedbySource(s):FAOaccordingtothedataprovidedbythe[...]

ReadmorePaperdemandworldwidein2021,bytype(inmilliontons)Globalpaperdemand2021,bytype20018618016014012010080845453604140200ContainerboardPrintingandwritingpaperSpecialtypaperCartonboardTissue14Description:Globalcontainerboarddemandtotaled186milliontonsin2021.Thisaccountedforroughly44percentofglobalpaperandpaperboarddemandthatyear.Thesecondmostin-demandend-usewasprintingandwritingpaper,whichhadatotalglobaldemandof84milliontons.Overall,packagingaccountedfor56percentofglobalpaperdemandin2021.ReadmoreNote(s):Worldwide;2021Source(s):AFRY;SuzanoProductionofpaperboardandpackagingpaperinselectedcountriesworldwidein2022(inmillionmetrictons)Globalproductionofpaperboardandpackagingpaper2022,bycountryProductioninmillionmetrictons0102030405060708090ChinaUnitedStatesJapan79.0748.8312.7412.54GermanyIndia10.04SouthKoreaBrazil7.626.866.216.145.7RussiaSwedenIndonesia15Description:Chinaproduced79.07millionmetrictonsofpaperboardandpackagingpaperin2022,makingitthetopproducerworldwide.TheUnitedStateswasthesecond-largestproducingcountry,withanoutputofnearly48.83millionmetrictons.InpreviousdecadestheU.S.wastheleadingpaperboardandpackagingpaperproducer,butin2008productioninChinasurpassedthatoftheU.S.andhasremainedaboveitsince.

ReadmoreNote(s):Worldwide;2022Source(s):FAOCHAPTER

04TradeExportsofpaperandpaperboardinselectedcountriesworldwidein2022(in1,000metrictons)Globalexportsofpaperandpaperboard2022,bycountryExportsinthousandmetrictons6,000

8,00002,0004,00010,00012,00014,000GermanyUnitedStatesSwedenChina13,07810,113.248,591.398,290.09Finland7,025.37Canada6,104.49IndonesiaAustria4,952.613,695.053,665.06FranceBelgiumItalyRussia3,352.543,106.243,013.62,639Netherlands17Description:Germanywastheworld'slargestexporterofpaperandpaperboardin2022,withshipmentstotaling13.1millionmetrictons.TheUnitedStatesandSwedenfollowed,withbothcountriesexportingmorethan8.5millionmetrictonseach.

ReadmoreNote(s):WorldwideSource(s):FAOLeadingimportersofpaperandpaperboardworldwidein2022(in1,000metrictons)Globalpaperandpaperboardimports2022,bycountryImportsinthousandmetrictons012345678910GermanyChina9.38.82UnitedStatesItaly8.725.8Poland5.18France4.84UnitedKingdomMexico4.723.533.4BelgiumSpain318Description:In2022,Germanyimportedsome9.3millionmetrictonsofpaperandpaperboard,morethananyothercountryworldwide.Chinawasthesecond-largestimporterthatyear,withimportstotaling8.82millionmetrictons.

ReadmoreNote(s):WorldwideSource(s):FAOLeadingpaperexportingcountriesworldwidein2022,basedonvalue(inbillionU.S.dollars)Leadingpaperexportingcountriesworldwide2022,basedonvalueExportsinbillionU.S.dollars15051020253035ChinaGermanyUnitedStatesItaly31.625.41710.19.9SwedenCanada8.5Finland8France7.7Poland7NetherlandsAustria6.56.15.675.59BelgiumSpainIndonesiaUnitedKingdom4.83.219Description:Chinawastheleadingpaperexporterworldwidein2022,withsalesofalmost32billionU.S.dollars.ChinawascloselyfollowedbyGermany,whichexported25.4billionU.S.dollarsworthofpaperin2022.

ReadmoreNote(s):WorldwideSource(s):CIA(TheWorldFactbook);Forbes(Global2000rankings);Investopedia;TradeMap;WTExLeadingpaperimportingcountriesworldwidein2022basedonvalue(inbillionU.S.dollars)Globalleadingpaperimportingcountriesbasedonvalue2022ImportsinbillionU.S.dollars1005152025UnitedStatesGermanyFrance22.415.9911.11UnitedKingdomItaly9.48.74MexicoCanada7.577.15PolandChina7.086.98NetherlandsBelgiumSpain6.895.995.25Türkiye4.063.66VietnamIndia3.120Description:TheUnitedStateswasthelargestpaperimportingcountryworldwidein2022,reportingimportsatavalueofaround22.4billionU.S.dollars.ThiswasfollowedbyGermanyandFrancewithimportvaluesof15.99billionU.S.dollarsand11.11billionU.S.dollarsrespectivelyReadmoreNote(s):Worldwide;2022Source(s):CIA(TheWorldFactbook);TradeMap;WTExCHAPTER

05CompaniesLeadingforestryandpapercompaniesworldwidebasedonrevenueinfinancialyear2023(inbillionU.S.dollars)LeadingglobalforestryandpapercompaniesbasedonrevenueFY2023RevenueinbillionU.S.dollars0510152025Kimberly-ClarkCorp.WestRock20.4320.3InternationalPaperSmurfitKappaGroupPlcOjiPaperCompany*UPM18.9211.2711.0110.5StoraEnsoOyj9.4Masco7.977.827.7NineDragonsPaperHoldingsLimitedWeyerhaeuserCompanyNipponPaperGroupUniversalForestProductsWestFraserTimberCoLtd.7.447.226.4522Description:Kimberly-Clarkwastheworld'slargestforestryandpapercompanyin2023,withrevenueofmorethan20.43billionU.S.dollars.InsecondplacethatyearwasWestRock,whichreportedrevenueof20.3billionU.S.dollars.

ReadmoreNote(s):Worldwide;FY2023;*ReferstoFY2022.Doesnotincludepaperpackagingcompanies.Source(s):VarioussourcesLeadingpulpandpapercompaniesworldwideasofNovember2023,basedonmarketcapitalization(inbillionU.S.dollars)Marketcapitalizationofleadingpulpandpapercompaniesglobally2023MarketcapitalizationinbillionU.S.dollars051015202530Klabin(Brazil)UPM-Kymmene(Finland)Suzano(Brazil)26.5818.6813.713.56CelulosaArgentina(Argentina)InternationalPaper(U.S.)StoraEnso(Finland)11.7110.1110.02SvenskaCellulosaAktiebolaget(SCA)(Sweden)Mondi(UK)8.04Holmen(Sweden)6.1EmpresasCMPC(Chile)4.9723Description:AsofNovember8,2023,Klabinexhibitedthehighestmarketcapitalizationamongallthepulpandpapercompaniesworldwide,withavalueof26.58billionU.S.dollars.KlabinisaleadingBraziliancompanyinthepaperandpulpindustry.ItisoneofthelargestproducersandexportersofpackagingpaperinBrazilandLatinAmerica.ReadmoreNote(s):Worldwide;asofNovember8,2023Source(s):CompaniesMarketCRevenueofKimberly-Clarkfrom2015to2023,bybusinesssegment(inmillionU.S.dollars)Kimberly-Clark'srevenuebybusinesssegment2015-2023PersonalCareConsumerTissueK-CProfessional25,00020,0003,4046,2903,2566,2433,0726,0343,0196,7183,2196,1213,2355,9673,2973,3826,0153,2925,99315,00010,0005,00005,93210,622202210,691202310,26720219,20420159,04620169,07820179,03720189,10820199,339202024Description:ThepersonalcaresegmentaccountsforthelargestshareofKimberly-Clark'snetsales,andin2023ittotaledaround10.7billionU.S.dollars.Thiswasanincreasefromthepreviousyear,andthehighestrevenuereportedintheperiodconsidered.Kimberly-Clarkisoneoftheworld'sleadingmanufacturersofpaper-basedconsumerproducts.ThecompanyisheadquarteredinIrving,Texas.

ReadmoreNote(s):Worldwide;2015to2023Source(s):Kimberly-ClarkInternationalPaper'srevenuefrom2010to2023(inmillionU.S.dollars)InternationalPaper'srevenue2010-202325,00023,30621,85221,88921,74321,24421,16120,67519,46419,49519,36320,00015,00010,0005,000018,91618,49618,31717,5652010201120122013201420152016201720182019*2020*2021*2022*2023*25Description:InternationalPaperCompany,thelargestpulpandpapercompanyintheworld,reportedrevenueof18.9billionU.S.dollarsin2023.ReadmoreNote(s):Worldwide;2010to2023Source(s):InternationalPaperSmurfitKappa'sannualrevenueworldwidefromfinancialyear2013to2023(inmillioneuros)GlobalrevenueofSmurfitKappafromFY2013-202314,00012,00010,0008,0006,0004,0002,00002013201420152016201720182019202020212022202326Description:SmurfitKapparevenueforthefinancialyearended31December,2023was11.3billioneuros,adecreasecomparedtothepreviousyear.SmurfitKappaisaleadingmanufacturerofpaper-basedpackagingsolutionssuchascorrugatedpackagingandcontainerboard.ReadmoreNote(s):Worldwide;2013to2023Source(s):SmurfitKappaCHAPTER

06OutlookPaperconsumptionworldwidefrom2021to2032*(inmillionmetrictons)Globalpaperandpaperboardconsumption2021-20325004504003503002502001501005047647046445845244643943242742041741502021*2022*2023*2024*2025*2026*2027*2028*2029*2030*2031*2032*28Description:Theglobalconsumptionofpaperandpaperboardtotaled417milliontonsin2021.Consumptionisprojectedtocontinuerisingoverthecomingdecadetoreach476milliontonsby2032.Packagingaccountsforthelargestshareofglobalpaperandpaperboardproduction.ReadmoreNote(s):Worldwide;2021;*Mostrecentupdateavailable,yetnotconsideringCOVID-19potentialimpacts.ReadmoreSource(s):AFRY;SuzanoPrintingandwritingpaperconsumptionworldwidefrom2021to2032(inmilliontons)Globalprintingandwritingpaperconsumption2021-203290858483828079797877807060504030201007574732021*2022*2023*2024*2025*2026*2027*2028*2029*2030*2031*2032*29Description:Approximately84milliontonsofprintingandwritingpaperwasconsumedworldwidein2021.Forecastsshowthatthedemandforprintingandwritingpaperwillsteadilydeclineoverthenextdecade,fallingto74milliontonsby2032.Globalgraphicspaperproductiondecreasedbymorethan33percentbetween2010and2021.ReadmoreNote(s):Worldwide;2022;*Forecast.Mostrecentupdateavailable,yetnotconsideringCOVID-19potentialimpacts.ReadmoreSource(s):AFRY;SuzanoSpecialtypaperdemandworldwidefrom2021to2032(inmilliontons)Globalspecialtypaperconsumption2021-203270586050403020100565655555454545453525220212022*2023*2024*2025*2026*2027*2028*2029*2030*2031*2032*30Description:Theglobalconsumptionofspecialtypaperswases