Marketissues

Manufacturers need to pursue innovative ways to decrease consumption and make their factories more efficient as energy and raw material prices soar. Report for TWM by Eduardo de Almeida,...

Tissue producers are in a solid position, but the example of retailers expanding their private label offering shows genuine interest to incorporate margins currently generated in the upstream business. By AFRY...

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...

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....

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...

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： [email protected]

AfH is largely back to pre-pandemic levels. AH is seeing structural changes in buying habits, pressure on spending power, a rise in private label, and the return of the...

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...

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...

Event organiser Informa Connect has hailed the impressive success of Tissue World Miami 2024 after recording visitor growth up 61% compared with 2022’s exhibition. North America’s largest tissue exhibition and conference saw...

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...

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...

German tissue giant WEPA has announced more cost-cutting measures. In addition to the planned sale of two mills in Italy, the firm revealed plans to cut some 150 out of a total...

Hayat Kimya has announced at Tissue World 2013 that it has signed for a repeat order for two complete tissue lines from Metso for an undisclosed sum. Each production line will include...

Chief Operating Officer Hendrik Otto assesses the opportunities and challenges facing WEPA production sites in Germany, France, Italy, Poland, the UK and the Netherlands as Covid-19’s varying impact continues. 

As we start to emerge from Covid-19, many aspects of people’s lives are being transformed. McKinsey & Company’s Oskar Lingqvist, Gregory Vainberg, Daniel Nordigarden and Emily Roeper discuss how...

Esko Uutela, Principal, tissue, Fastmarket RISI While the US – currently 25kg per person – is likely to remain unmatched, untapped potential growth in other...

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...

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...

Simon Creasey, Freelance journalist Every inch of businesses reviewed, huge investment in automation, unnecessary processes removed, sustainability plans accelerated, energy price hedges, increased stock volumes,...

As India is roaring forward being one of the countries with steady economic and market growth, P&B has also been reaping benefits. Report by Somnath Ray, Principal, AFRY Management Consulting. India’s market...

Tissue’s leading executives chart the challenges and responses to the Covid-19 effects across the globe - Essity’s president and chief executive Magnus Groth, Kimberly-Clark North America president Kim Underhill, and...

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 producers faced multiple challenges in 2021 as demand cooled down and input costs increased significantly. During the third quarter of 2021, modelled manufacturing costs in Europe and North...

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...

More stringent regulations on sustainability are on the horizon. Consumer Markets Analyst Simon Creasey reports on the biggest advances across tissue’s production sectors already underway. Industries that intensively use energy and natural...

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...

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...

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...

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...

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...

UK-based Disley Tissue has boosted its capacity with the successful start up of a Metso-supplied Yankee Advantage AirCap hood and Advantage WetDust dust control system. Disley Tissue starts up Metso-supplied Yankee hood...

Esko Uutela, Principal, tissue, Fastmarket RISI Today tissue products are part of normal daily life in the vast majority of Chinese households. But major developments...

Cascades Tissue Group has extended its Cascades Moka line with the launch of what it claims is the first-ever unbleached, 100% recycled beige facial tissue. The company said the single-use paper product...

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...

Business-as-usual when utilising wood fibre is looking less likely for products such as tissue, as large policy readjustments for sustainability and forestry are currently taking place within the EU....

Susan Cornish, President, Insight + Action One of the strongest trends over the pandemic has been shifts in brand loyalty, with over 40% of consumers...