Marketissues

Tissue World Magazine, Departments: Marketissues

 

Alexander Wirth Senior manager, StepChange Consulting

DIGITALISATION AND ITS INTEGRATION – KEYS TO REACHING GLOBAL TISSUE’S ‘HUGE POTENTIAL’

In a major analysis of costs and technology trends across world markets, senior manager Alexander Wirth at StepChange Consulting urges a greater embrace of the digitalised mill of the...
Pierre Bach Research manager, Hawkins Wright

Growth in Tissue Industry’s Share of BCP Likely to Continue

Rapid changes in supply and pricing in the pulp market presents major challenges for both suppliers and buyers. The need for price hedging tools is likely to increase. Report...

Tissue World Milan 2019

3,200 VISITORSFROM 91 COUNTRIES172 EXHIBITING COMPANIES60 EXPERT CONFERENCE SPEAKERSTissue World 2019 – the world’s largest tissue industry exhibition and conference – played host to over 3,200 trade professionals from...
Tissue World Magazine

China’s economic slowdown and New green regime is rippling across the world

The recent economic slowdown in China has hit a number of relatively nascent industry sectors hard. One sector that’s been particularly badly affected is...

Growing consumer awareness and education is driving Russia’s market performance in spite of sanctions

Industry analyst Greg Grishchenko examines the rising level of quality products, retail display, home production and consumer choice in the world’s largest landmass tissue market.
Tissue World Magazine

“I believe an investment like Circleville will really change the way tissue mills are...

Italian tissue giant Sofidel has officially opened its $400m, 280-acre plant in Circleville, Ohio… one of the most technologically and environmentally-advanced paper plants in the world and Sofidel’s largest worldwide to-date. Sofidel...
Tissue World Magazine

Should the US industry be concerned by the small but growing trend of tissue...

Imported bath tissue, kitchen towels and napkins are being sold in discount grocery stores and large supermarket chains in Chinese, Japanese and Korean enclaves in large metropolitan areas. Will shipping costs...

Kimberly-Clark reaches out to advance the cause of preserving precious water

In just seven years’ time 1.8bn people will be living with absolute water scarcity. Tissue giant Kimberly-Clark (K-C) recently launched WaterLoupe, an analytical tool to advance the science of water sustainability… for its...
Tissue World Magazine

Over 200 exhibitors, 1,687 total participants, 69 countries… Tissue World celebrated our 25th anniversary...

The wonderfully modernised Miami Beach Convention Center was the fitting setting for Tissue World’s double celebration – our 25th Silver Jubilee anniversary as the global industry’s leading tradeshow, and the opening of North America’s...
Tissue World Magazine

The squeeze on tissue margins is getting tighter

From rocketing raw material prices to cost conscious consumers with faltering brand or retailer loyalty – to discounting grocers and ‘shrinkflation’ – the market faces tough challenges. Report by Simon Creasey. High volume, low...
Tissue World Magazine

What does China’s Belt & Road master plan mean for tissue?

China is a major financier to the world. Just one of many investment vehicles is its initiative to transform transport systems and smooth trade across Asia, Europe and Africa – estimated at $900bn...
Tissue World Magazine

Shrinkflation – reducing product size becomes an issue for tissue

Toxic combination of cost inflation, a stagnant economy, the fluctuating pound … and Brexit has forced the UK tissue sector, like many other producers, to look for savings elsewhere. Report by freelance journalist...
Tissue World Magazine

All is not well for North American tissue producers

As brand loyalty is slowly eroding in the US, Europe’s leading discounters are set for major expansions. Report for TWM by RBC Capital’s markets analyst Paul Quinn. Change is afoot. Branded tissue products will...
Tissue World Magazine

Resolute ramps up capacity to position itself as key player in tissue

President and chief executive Richard Garneau provides an update on Resolute Forest Products’ ongoing transformation strategy and entry into the growing tissue market. A TWM report. In June 2015, Resolute announced its entry...
Tissue World Magazine

Chinese tissue market in a good growth phase but oversupply continues

According to a recent talk by Zhang Yulan, of the China National Household Paper Association (CNHPIA), in 2016 the Chinese tissue business maintained growth, and the expansion of the tissue industry continued at a good pace –...
Tissue World Magazine

How will the tissue connection between Europe and North America continue?

For several decades, North America and Europe shared some of the same tissue suppliers. However, during the last decade a lot has changed. Previously, North American companies were expanding into Europe, and now exactly the...
Tissue World Magazine

Eurozone’s ‘saturated’ market consumption has risen well above trend … thanks to oil. But...

Tissue usage increased 3.6% after a dramatic drop in energy prices in the winter of 2014-2015, plus an improvement in consumer confidence. TWM asked Numera Analytics to explain how it happened … and...
Tissue World Magazine

Tissue World Istanbul A Success; Attracts 1,602 attendees from 65 countries

First dedicated event covering huge region attracted 1,602 attendees from 65 countries Tissue World Istanbul 2016 concluded successfully after attracting 1,602 unique attendees – of which 1,231 were unique visitors – from across 65 countries. Held in...

Ukraine: How does an industry survive corruption, revolution and military conflict?

By industry analyst Greg Grishchenko   When Greg Grishchenko first reported on the Ukrainian tissue market the country was full of hope for prosperity after the 2004 Orange Revolution. Here, he reports again...
Tissue World Magazine

“Exceptionally strong growth” at 4% for the global tissue industry in 2015

By Esko Uutela Last year was “above-average” for the global tissue business with worldwide tissue consumption growing to 34.8 million tonnes, up by more than 1.3 million tonnes from 2014. TWM hears...
Tissue World Magazine

Targeting top brand icons … by comparison and confusion

By Greg Grishchenko, Industry analyst Copy-cat labelling on private label products has created a lucrative revenue stream for discount stores, increasing confusion for consumers, and upped the champagne consumption of litigation lawyers....
Tissue World Magazine

It’s fierce out there – the battle for tissue raging across the UK market

By Simon Creasey, Freelance Journalist Sales of household paper products at the top four superstores have slumped. The reasons – branded sales fall, the rise of own label, a price war, discounters...
Tissue World Magazine

US tissue market: dynamic phase following recent slow growth

With America’s tissue market geared up for Tissue World New Orleans in March 2016, RISI’s Esko Uutela talks growth and demand trends in the world’s largest tissue market This year has been...
Tissue World Magazine

Is the slowdown in China a threat for the South East Asian tissue market?

By Pirkko Petäjä, Principal, Pöyry Management Consulting The South East Asian region is among the fastest growing tissue markets worldwide, but tissue production in the region grows even faster South East Asia consists of eleven...
Tissue World Magazine

APP welcomes competition from multinational and local players … it’s just that it means...

Asia Pulp & Paper’s Chinese tissue division is to bring six new tissue machines on stream making a total new capacity of 354,000tpy – around 30% of the one million tpy...
Tissue World Magazine

Magnus Groth searching for ‘win-win’ across SCA’s global performance

Tissue’s global giant SCA has a new supremo. Magnus Groth talks to TWM about business strategy for China, Asia, Russia, The Americas, emerging markets, energy efficiency and the intriguing ‘intelligent washroom...
Tissue World Magazine

Tissue World Barcelona attracted key industry members from across Europe and beyond. We kick...

Country Update: France France is the fourth largest producer of Paper and Market Pulp in Western Europe making 10.1 million metric tonnes per year. Towel and Tissue (T&T) represents a little more...
Tissue World Magazine

As shopping habits change SCA’s Barker sees multiple, price-relevant and distinctive products as the...

By freelance journalist Simon Creasey Sally Barker has a vision. And that vision is to drive a sustainable business for long-term growth. It’s a vision she’s been working towards ever since she...

Thinking inside … and outside the box

The EU is in danger of missing the point as it reviews policy on packaging. Product protection – including tissue products - and overall resource efficiency are much more important than a...

Social media – a powerful tool for all sectors of the tissue industry

By The Grocer’s Associate editor (features) Simon Creasey To tweet or not to tweet – that’s the question every company has to address at some point. Although many business leaders are reluctant...

Overheating investment activity threatening market balance in the North American tissue business

After the Great Recession of 2009 and the recovery in 2010, North America’s tissue supply and demand have been well balanced, and from time to time, the business has been a...
Tissue World Magazine

Attract and keep the next generation of talent

By Brian Work At Tissue World Americas 2014, American Paper Converting’s Brian Work discussed why tissue is a dynamic sector that can attract smart young people with creative minds. Here, he talks...
Tissue World Magazine

哈萨克斯坦——中亚卫生纸市场的生力军

由卫生纸业专家Greg Grishchenko撰写 在2008年至2009年的世界金融危机波及哈斯克斯坦前,当地卫生纸市场的年均增长率为10%。行业专家Greg Grishchenko带来最新进展。 哈萨克斯坦于1991年与其他与几个中亚共和国一起从苏联独立。经历了苏联时代密集的农业开发以及核武器试验场的洗礼,该国环境问题严重。哈萨克斯坦首任及现任总统努尔苏丹·纳·扎尔巴耶夫从上任以来一直推行平衡的外交政策,并于1993年推动了核不扩散条约的批准。 现代哈萨克斯坦是全球最大的内陆国家,国土面积位列世界第九(270万平方公里),人口达1700万。凭借得天独厚的自然财富以及世界一流的旅游资源,该国经济正在迅猛发展。卡萨克斯坦中南部城市拜科努尔因作为俄罗斯航天项目发射基地而举世闻名。 哈萨克斯坦的卫生纸行业兴起于20世纪90年代早期,几乎与苏联解体同时,当时卫生纸产品来自俄罗斯有限的资源,其供应渠道开始瓦解。在苏联计划经济体制下,哈萨克斯坦是苏联军事、航天以及核项目的重要工业基地,拥有大量制造、采矿和测试基地。由于大部分国土地处沙漠和草原,哈萨克斯坦森林资源匮乏(约占其总面积的1.2%),这也是当地纸浆和造纸行业从未真正起步的原因。 当时哈萨克斯坦与邻国俄罗斯、中国以及更为遥远的土耳其建立了全新的供应渠道,以此获得各式卫生纸产品。部分新开张的小型商店使用进口大卷在当地加工最为低价的厕纸和餐巾纸。 在2008年至2009年的世界金融危机波及哈斯克斯坦前,当地卫生纸市场的年均增长率为10%。经过2009年以及2010年的负增长之后,卫生纸市场从2011年开始复苏,形成持续性温和增长的局面,增幅保持在个位数,其中手纸增幅最为明显。该国存在较大的贫富差距和城乡差异,农村地区的卫生纸产品花费仍微不足道。 然而过去四年,随着可支配收入的增加,部分消费者逐步从经济型品牌转向标准化甚至是优质产品。先进的城市消费者愿意增加花费以追求更高的舒适度,而这些产品往往来自技术较本国供应商更为先进的跨国制造企业(尤其是在失禁用品部门)。不过相较于品质优良,大部分国民在选择产品时仍将价格低廉视为优先考虑因素。 根据欧睿信息咨询(Euromonitor International)提供的数据,2012年该国卫生纸零售额为2000万美元,其中83%来自手纸,另外15%来自面纸和餐巾纸。年人均卫生纸消费量约为1.4千克。与来自宝洁中亚公司、Kimberly-Clark Corp以及SCA等跨国企业的失禁用品相比,以优质手纸、厨房用纸和餐巾纸等形式进口的卫生纸数量微不足道。 虽然自有品牌并不存在,但2012年最受消费者喜爱的产品仍是低价经济的卫生纸品牌。很多领先的跨国卫生纸制造企业及其当地分销商则提供价格适中的品牌。然而,在标准化产品和经济产品类别中,目前占据领先地位的是位于阿拉木图的本国供应商Karina Trading TOO,位居第二的是土耳其Ipek Kagit Kazakhstan TOO公司旗下的同名子公司。尽管哈萨克斯坦拥有发达的采矿和加工业,但目前为止,其居家外市场的规模很小,仅限于正处于增长阶段的快餐店业务。   零售选择 凭借其在各居住区中便捷的位置,独立小型杂货店(根据欧睿信息咨询的数据,占卫生纸零售额的58%)目前仍是哈萨克斯坦主要的分销渠道。近年来,大城市的超市数量急速增加。小型杂货店以经济型品牌的销售为主,种类有限,而超市则依赖于更加完善的分销系统,为所有地区的居民展示各类卫生纸产品,从低价产品到奢侈产品应有尽有。2012年,零售额最大的企业是Magnum Cash & Carry TOO,Ramstore Kazakhstan TOO紧随其后。虽然Ramstore(土耳其)、麦德龙(德国)以及Maxima(立陶宛)等跨国连锁超市在哈萨克斯坦的市场占有率逐渐增加,但由于国内超市门店全年全天候营业且价格实惠,本国的连锁超市更受消费者的欢迎。 超市中卫生纸产品品牌的多样化密切反映出:该国紧邻制造中心,并在全国建立起分销附属机构和“灰色”市场渠道。由于自有品牌的缺失,超市出售的手纸、厨房用纸以及面巾纸包括Mola、Lambi和Öko- Purex (Metsä Tissue)、Kleenex (Kimberly-Clark)、Zewa (SCA)、Sammy (Wepa)、Selpak和Silen(Ipek Kagit –土耳其)、Karina (哈萨克斯坦)、Veiro(Syktyvkar Tissue –俄罗斯)、Ruta(乌克兰)甚至distant Clean Nara Co.Ltd(韩国)出品的ClearWordPure。少量厕纸和面巾纸等自有品牌卫生纸产品偶尔会出现在超市中,但大部分都与跨国连锁企业相关。     制造  2012年,哈萨克斯坦的卫生纸产品产量约为3.1万吨。在苏联计划经济体制下,哈萨克苏维埃社会主义共和国的定位是采矿、航天和核试验/加工区域。家居用品行业的发展空间不足,基本的卫生纸供应来自俄罗斯。独立之后,前苏联的供应渠道断裂,卫生纸和卫生用品供应的空白亟需填补。在卫生纸产品经济效应(进口与制造的比较)的激励下,当地涌现出一批愿意冒险尝试的企业家。包括Karina Trading在内的其中一部分企业发展成为涵盖整个生产周期的综合性卫生纸制造商(参见以下现场报道),在行业中占据领先地位,而部分企业则以关停收场。 在该国数十家卫生纸制造商中,仅年产能约1.8万吨的Karina Trading...
Tissue World Magazine

Kazakhstan – emerging tissue market leader in Central Asia

By Greg Grishchenko, Industry Expert Before the world economic crisis of 2008-2009 reached Kazakhstan, its local tissue market grew at 10% per year. Industry expert Greg Grishchenko gets the latest. Along with the...
Tissue World Magazine

Will Asian tissue suppliers capture the whole world?

By Esko Uutela, principal, tissue, RISI Global tissue consumption has returned onto its steady growth trend line of 4% per year after only a small bend on the growth curve caused by...
Tissue World Magazine

Growth in the European tissue business moving from West to East

By ESKO UUTELA, Principal,Tissue, RISI Russian tissue market alone expected to grow more than German and UK markets combined. We do not yet have statistics for the whole of last year but based...
Tissue World Magazine

减少产能是否有助于解决中国纸巾卫生纸行业产能过剩问题?

随着中国政府关停纸浆与造纸行业更多产能的计划出台,我们不禁想问,在今年年底前实现淘汰742万吨产能的目标能否实现,或者说,这个目标够了吗? 七月下旬,中国工业和信息化部(简称工信部,由国务院直接领导,负责中国工业部门的发展)公布了2013年度19个行业的产能淘汰名单,其中就包括纸浆与造纸行业。首批公布的名单中,274家公司需要在今年年底淘汰621万吨的年产能。 约一个月后公布的第二批名单新增121万吨产能淘汰任务,产能淘汰目标任务总计742万吨。 名单上所列的所有机器应在九月底前停止生产,并在年底前拆除。 对于纸巾卫生纸行业而言,虽然对生产线的速度、宽度和产能没有明确限制,但非木浆造纸厂和小型高级纸张造纸厂的关停要求仍会对卫生纸纸巾生产产生造成影响。 中国很多小型纸巾厂以非木浆纸、来自高级纸张造纸机的车间损纸以及/或再生纸为原料。 在老式的中国高级纸张造纸厂中,车间损纸不会回到机器中,而是为造纸厂一角的小型纸巾造纸机提供原料。 随着高级纸张生产的关停,纸巾卫生纸生产将失去其原材料,从而被迫关停。 另外,一系列小型稻草纸浆生产线原本为纸巾卫生纸造纸机提供纤维,随着它们的关停,这些纸巾卫生纸造纸机也将被迫停机,因为这些纸巾卫生纸厂厂的经济状况不允许其从公司以外采购纸浆。 造纸厂关停倒闭的深远影响 原料的来源在很大程度上决定了进行产能淘汰的地区。 相较于使用非木浆(主要是稻草纸浆和苇浆)和再生纸的中国内陆老式造纸厂,上述规定对使用进口木浆的沿海地区造纸厂而言影响相对较小。 根据新公布的关停命令,所有年产能低于1万吨的再生纤维纸浆生产线必须关停,使用当地收集再生纸进行生产的老式和小型纸浆厂因此受到重创,使中国原本低得惊人的纸巾低利用率的再生纤维使用率将进一步降低。 近年来,大量纸巾卫生纸产能被淘汰。 2008年年初至2013年9月,超过150万吨年产能确定已被淘汰,由于关停倒闭的记录通常存在某种程度的滞后,即今年的产能关停数量可能超过目前已知数量。 此外还有我们无法查证的造纸厂关停倒闭。 近年来,由于中国纸巾市场产能过剩的局面以及中国政府针对造纸行业制定的现代化计划,关停速度有所加快。 “2008年年初至2013年9月,已有超过150万吨年产能已被淘汰,今年关停数量可能更多。” 观察近年来的产能关停情况,我们可以发现受到关停冲击的不仅仅是小型和老式纸巾卫生纸厂。 除环境原因外,经济、质量和土地使用也成为关停的原因。 2012年至2013年,部分规模较大的造纸厂陆续关停,包括陕西奥辉纸业(因环境问题,年产能减少6万吨)、惠州福和纸业(因所有权变动以及经济和质量原因,年产能减少3.6万吨)、上海潜力纸业(质量和经济问题)、陕西西安临潼航星汉兴纸业 (环境问题)以及宁夏美洁纸业(造纸厂因土地使用原因由政府下令搬迁,仅两台最大的PM搬迁至新址,年产能减少5万吨)。 此外,随着较大型PM的投产,部分现有制造商关停了较为陈旧的小型纸巾卫生纸PM。 其中包括中顺洁柔、宁夏紫荆花、胜达集团双灯纸业和河南漯河银鸽。 未来展望 如今主要的问题是: 纸巾卫生纸产能关停是否会以较过去几年相同或是更快的速度继续?关停是否能大幅缓解产能过剩? 我们相信中国政府将继续实施其重组计划,目前仍存在大量无法满足政府环保和/或能效标准的小型纸巾厂,这意味着强制关停势头将在2014年至2015年延续。 产能过剩和激烈竞争可能会给现存造纸厂造成困难,未来数年中,我们认为因为经济原因导致的关停将不断出现,但因竞争问题而关停的制造商和造纸厂数量比较难估计。 我们预计,2014年至2015年的关停规模可能与2012年至2013年相当,但纵观2008年以来的趋势,这一预计可能相当保守。 但即使关停规模从每年40至45万吨增至50至60万吨,它们对供求的影响并不具有决定性,当然也不足以抵消未来几年投产的所有新项目。 假设2012年至2013年的关停速度继续下去,目前的前景是今年净产能变化接近100万吨,2014年为约150万吨,2015年又回归至近100万吨。关停的增加可能会改善当前状况,但影响不大。 大型项目的推迟和延迟才可能真正起到改善作用。 现在主动权掌握在了供应商手中,包括那些拥有巨大投资目标的最大型企业。 中国和全球市场都无法消化所有已经公布的产能,因此我对中国企业的建议非常简单: 请重新考虑扩张时间表,否则将遭遇利润彻底崩盘的重大威胁,中国充满吸引力和增长前景的纸巾业务将被个别供应商急于求成的增长目标所葬送! 纸巾部门主管Esko Uutela,位于德国慕尼黑附近的RISI欧盟顾问办公室,联系方式: 电话: +49-8151-29193 或电子邮件: euutela@risi.com
Tissue World Magazine

Will closing capacity help the Chinese tissue overcapacity situation?

As the Chinese government reveal plans to close down more of its pulp and paper industry we consider whether the target capacity of 7.42 million tonnes by the end of this...
Tissue World Magazine

Tissue is an $80bn market category with no event covering the entire value chain…...

By Hugh O'Brian, Tissue World Contributing Editor “Retail is Detail” is perhaps the most famous slogan in the retailing business. Although I have been working closely with the tissue and paper business for more than...

Tissue retail in Africa’s southern region

The current state of the continent’s strongest economy, South Africa, has had a noticeable impact with many consumers suffering a sharp dip in their disposable income. As a result, they are opting for a...