东盟纸浆和造纸业——探究其成本竞争力.pdf

1、Sampsa VeijalainenSenior Product Manager,Mill IntelligenceFastmarkets RISIASEAN Pulp and Paper Industry Looking into its Cost Competitiveness1Ho Chi Minh CityNovember 2025Agenda Global capacity trends and regional shifts Containerboard:asset quality and cost competitiveness Energy,fuel mix and carbo

2、n intensity2025|Fastmarkets|ASEAN Pulp and Paper Industry Looking into its Cost Competitiveness2Global paper and board capacity shifting steadily toward Asia,driven mainly by investment in China and other Asia4.8%5.0%5.3%5.7%1994200420142024Latin America9.5%15.6%28.3%34.2%1994200420142024China34.3%2

3、7.7%19.1%14.8%1994200420142024North America2.6%2.8%2.8%3.2%2020202120222023RoW31.5%30.7%25.4%21.7%1994200420142024Europe inc.Russia17.4%18.4%19.0%20.4%1994200420142024Other AsiaShare of global paper production capacity by region2025|Fastmarkets|ASEAN Pulp and Paper Industry Looking into its Cost Com

4、petitiveness3Asia now has the largest capacity share in all paper and board grades,Latin America leads in market pulp 2025|Fastmarkets|ASEAN Pulp and Paper Industry Looking into its Cost CompetitivenessCONTAINERBOARD IS THE LARGEST GRADECartonboards and graphic paper are of similar size,while tissue

5、,and kraft&specialty paper are much smaller markets.In the past decade,global capacity has increased for all grades except graphic paper,which is declining in most regions.Latin America has the highest chemical market pulp capacity while Europe(including Russia)and Asia are nearly equal.Source:Fastm

6、arkets4China accounts for nearly two-thirds of Asias*paper and board capacity,other major Asian regions evenly matchedSource:Fastmarkets2025|Fastmarkets|ASEAN Pulp and Paper Industry Looking into its Cost Competitiveness*Asia excluding Middle East and Central Asia5Unbleached containerboard cost curv