新型纤维带来的机遇.pdf

1、Opportunities for novel fibres in tissueTISSUE WORLD,APRIL 10TH2025,DSSELDORFHampus Mrner,AFRY Management ConsultingOutline1.Situation&drivers for novel fibres2.Feasibility3.Final remarksCOPYRIGHT AFRY AB|TISSUE WORLD 2025|OPPORTUNITIES FOR NOVEL FIBRES IN TISSUE 2Novel fibres for tissue manufacturi

2、ng are classified as either non-wood pulp or unconventional recycled fibresSITUATION&DRIVERS FOR NOVEL FIBRESCOPYRIGHT AFRY AB|TISSUE WORLD 2025|OPPORTUNITIES FOR NOVEL FIBRES IN TISSUE 3Agricultural by-productIndustrial cropsNaturally growing plantsSHORT FIBRELONG FIBREOCCLiquid packagingCupstockLa

3、bels/Release Liners/NON-WOODUNCONVENTIONAL RCPSITUATION&DRIVERS FOR NOVEL FIBRESVirgin wood pulp is the dominant feedstock for tissue production globally COPYRIGHT AFRY AB|TISSUE WORLD 2025|OPPORTUNITIES FOR NOVEL FIBRES IN TISSUE 41.2024,includes bleached grades(BHKP,BSKP)Virgin wood pulp60-65%Nove

4、l fibre 1%GLOBAL MARKET PULP DEMAND1BY END USEGLOBAL TISSUE FURNISHBY FEEDSTOCK Tissue40-45%Others70MTSITUATION&DRIVERS FOR NOVEL FIBRESThe global non-wood pulp capacity amounts to 10 Mt of which Chinese producers account for 70%,integrated is the main operating modelCOPYRIGHT AFRY AB|TISSUE WORLD 2

5、025|OPPORTUNITIES FOR NOVEL FIBRES IN TISSUE 5*Including UK.Russia&Belarus excludedGLOBAL NON-WOOD PULP CAPACITY,Million t by operating model#NO of lines 16033%67%ChinaUSEU27*11%89%Others6.90.30.12.9IntegratedMarket#NO of lines 10#NO of lines 30SITUATION&DRIVERS FOR NOVEL FIBRESBamboo and Bagasse do

6、minate the China non-wood species while NA and EU27 are dominated by straw,linter and flaxCOPYRIGHT AFRY AB|TISSUE WORLD 2025|OPPORTUNITIES FOR NOVEL FIBRES IN TISSUE 658%27%41%USEU27CHINABagasseBambooStrawLinterFlaxOthersGLOBAL NON-WOOD PULP CAPACITY,Million t by grade0.3Mt0.1Mt6.9MtSITUATION&DRIVE