Offset paper production capacity continues to expand, and industry concentration is expected to further increase

Offset paper, also known as offset paper and Dowling paper, is mainly used by lithographic (offset) printing machines or other printing machines to print higher-end color prints. It is suitable for printing single-color or multi-color book covers, text, inserts, and pictorials. , maps, posters, color trademarks and paper for various packaging products. Double-sided offset paper can be divided into special size, No. 1, No. 2 and No. 3 according to the ratio of paper pulp. According to different grades, it can be divided into ordinary calendering and super calendering. In addition, there are single-sided and double-sided distinctions.

The upstream of the offset paper industry chain is the supply of raw materials such as broadleaf pulp, softwood pulp, chemical pulp, etc.; the midstream is the production of products of different specifications; offset paper has good elasticity, strong water resistance, high smoothness, and tight texture. Advantages: It is widely used in the downstream printing of teaching materials, leaflets, magazines and other products.

According to the “2023-2028 China Offset Paper Industry Market In-depth Research and Development Prospects Forecast Report” released by the Industrial Research Center, From the perspective of downstream demand structure, the demand for offset paper for teaching aids is stable, accounting for more than 40%. As national living standards continue to improve, spiritual needs continue to grow, and the offline catering industry recovers, the demand for offset paper such as books and brochures also continues to grow, driving the continuous expansion of offset paper production capacity. In 2022, my country’s offset paper production capacity will exceed 14 million tons.

From the perspective of regional distribution, my country’s offset paper production capacity is relatively concentrated, mainly concentrated in North China, East China, and South China. North China’s production capacity accounts for about 60%, ranking first, and East China and South China’s production capacity both account for 17%. About %, ranking second and third.

With the continuous development of the industry, my country’s offset paper production capacity continues to grow. While meeting domestic market demand, it also continues to explore international markets, and export volumes continue to increase. In 2022, my country’s export volume of offset paper will exceed 850,000 tons, a year-on-year increase of approximately 66%.

Because the industry threshold is low and the consumer market is vast, driven by market dividends, more and more companies have entered the offset paper market, and industry competition is fierce. However, as the environmental protection situation becomes increasingly severe and the country continues to pay more attention to environmental protection, companies with backward production capacity and substandard quality will gradually be eliminated by the market, and industry concentration will increase. At present, the main offset paper manufacturers include Shandong Chenming Paper Group Co., Ltd., Shandong Sun Paper Co., Ltd., Shandong Asia Pacific Senbo Pulp and Paper Co., Ltd., and Shandong Bohui Paper Co., Ltd., among which Shandong Chenming Paper The Group Co., Ltd.’s production capacity accounts for approximately 17%, ranking first.

Industry analysts said that offset paper has a stable market demand in the field of teaching materials and teaching aids. With the continuous improvement of national living standards, With the growing cultural demand and the continuous development of the catering industry, the demand for offset paper will continue to grow and has good development prospects. Against the background of increasingly stringent national environmental protection supervision, small and medium-sized enterprises with backward production capacity and low production efficiency will gradually be eliminated, and the concentration of the offset paper industry will continue to increase.