Faithful&IntelligentServe Global Pulp&Paper IndustryAgenda ABOUT YUNDA YUNDA EXPERTS&TECHNOLOGY TEAM REFERENCES KEY PRODUCTS WORKSHOPYUNDA Brief Introduction Zhengzhou YUNDA Paper Machinery Co.,Ltd.Established in 1981 Provide production lines for pulp&paper industry and solid waste sorting industry 320 employees 300 patents 1 national standard,7 industrial standards,2 group standardsYUNDA Brief Introduction Advanced collective for scientific and technological innovation in light Ivory Board,Liner&Corrugated Board Market ProfileAPP Global Technical Sales HeadDavis Qiu 11-Nov.-2025CONTENTSAPP INTRODUCTION1.1 APP GLOBAL1.2 APP CHINAIVORY BOARD MARTKETING AND DEMAND3.1 IVORY BOARD CHINA SITUATION3.2 IVORY BOARD GLOBAL SITUATIONLINER&CORRUGATED BOARD MARKETING AND DEMAND 4.1 LINER BOARD MARKET OVERVIEW4.2 GlOBAL CORRUGATED BOARD INDUSTRIAL DISTRIBUTION&DEVELOPMENT TRENDS4.3 CHINA CORRUGATED BOARD INDUSTRIAL DISTRIBUTION4.4 CHINA LINER&CORRUGATED BOARD DMAND&aASEAN Macro Economic Outlook:A Growing Powerhub of Global Manufacturing36 Months 35 Countries 4 Industrial SectorsIn the circular economyConsumer Behavior Drives Everything450M Chinese Households Complained About Contamination,P&G Changed Suppliers in 60 DaysConsumer Complaints on Social MediaForce Brands to Change Suppliers Within WeeksThis is how consumer behavior becomes procurement policy.Consumer Concern Peaked in March,Brands Changed Supplier Technical Requirements in AprilSocial MediaSampsa 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 carbon 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 oTowards a More Circular World2nd ASEAN Pulp and Paper Summit,VietnamNov 10,2025Sompob WitworrasakulChief Regional Officer,SCGPThailandVietnamThe Philippines IndonesiaMalaysiaThe NetherlandsSpainUnited KingdomUnited StatesItalyPackaging paperFiberpackagingFibrous businessPackaging materialsrecyclingMedical supplies&labwarePolymerpackagingFoodservice packagingSCGPs business expansion from ASEAN to globalEstablished year67Market Shares1Market Capitalization(as of 26 May 2025)21975Production FacVIETNAMS PAPER INDUSTRYOPPORTUNITIES AND CHALLENGESTABLE CONTENT1.General Context;2.Overview of Vietnams Paper Industry;3.Dual Transformation in the Paper Sector;4.Forecast:Opportunities and Challenges for Vietnams Paper Industry.2GENERAL CONTEXTFROM THE VUCA TO THE BANI Volatility Uncertainty Complexity AmbiguityVUCABANI Brittle Anxious Nonlinear IncomprehensibleVUCA:can predict and control any partBANI:not only unpredictable,but also fragile and hard to understand(Cold War Era)(proposed by AmeLevi LiManaging DirectorRUIZHIXIN ConsultingHo Chi Minh City,VietnamNov.10,2025Asian Paper Packaging Markets Opportunities&ChallengesRUIZHIXIN Consulting 2nd APPSRUIZHIXIN Consulting 2nd APPSDisappointing Post-Pandemic Manufacturing Sector RecoveryHIGH INFLATION HAS REDUCED GOODS CONSUMPTION IN WESTERN COUNTRIES,WHILE CONSUMER CONFIDENCE IN CHINA HAS REMAINED SLUGGISH AFTER THE PANDEMIC-Shift in consumption patterns after the exit from the pandemic-Geopolitical conflicts,U.S.tariff policies,中国再生资源回收利用协会中国再生资源回收利用协会 潘永刚潘永刚企业ESG如何赋能回收体系任恺任恺 Rendy Ren2025.11 Nov.2025How Corporate ESG Empowers the Collection&Recycling system任恺 Rendy Ren中国再生资源回收利用协会 企业环境责任专委会 副秘书长Deputy Secretary General of the Corporate Environmental Responsibility Committee of the China Recycling Association上海睿斯科环保技术有限公司 总经理General Manager of Shanghai RECYCLE Environmental Technology Co.,ltd中国包装联合会 循环经济委员会 副主任委Nov,2025Global pulp outlook1Contents Global market overviewMarket challengesWhy Suzano 010203GLOBAL MARKET OVERVIEWBased on Hardwood s S&DBHKP demand drivers:Organic Growth 4,8 Million tons in 5 year organic growth projection for BHKP demandA consumer driven market with consistent growth overtime4Main trends:The majority of increase in demand is expected to come from Asian countriesChinese demand growth driven by tissue,led by urbanization on tiers 2,3 and 4 cities despite demographic declin12025|Fastmarkets|Outlook for Global RCP MarketsOutlook for Global Recovered Paper MarketsHannah ZhaoDirector,FiberFastmarketsNovember 20251China has begun a cycle of reducing woodchip imports,Agenda2Recent demand,supply and pricing dynamicsShifting recovered paper trade flowsFuture demand drivers232025|Fastmarkets|Outlook for Global RCP MarketsGlobal markets softened,significant risks ahead32025|Fastmarkets|Outlook for Global RCP Markets0501001502002503003502019202020212022202320242025European Crafting Value:KILAs Paper Machine SolutionsKEVIN SUNOverseas Project DepartmentShanghai Qingliang Industry Co.,LtdA Brand Built on ValuesReliabilityLow ConsumpationSafetyEfficiencyAccessibilityAutomationIntelligenceHigh Return of InvestmentResponsivenessFlexibilityKILAS Core Product ValuesKILAs Value EquationFunctional ValueGeneral Product ValueBetter ROI than Adversary Emotional ValueAsset ValueComprehensive Product Function High end High Cost Value Chain Embedded in PM SolutionIndependentAutoFrom Waste to Resource:Boosting Domestic RcP Collection by Learning from Mature Markets2nd ASEAN Pulp&Paper Summit Ho Chi Minh City,VietnamBill Moore,President Moore&AssociatesNovember 2025Consultants to the Global Paper Recycling Industry Global recovered paper market experts Based in Atlanta,worldwide practice Market Research/Analysis Recycling Business Strategy Pricing Analysis Recovered Paper(RcP)Purchasing Optimization Assistance Innovative Supply Sourcing and Development SustainabiAB InBev BU SEASUSTAINABILITY PACKAGING35+Countries/territories50+Brands21,000colleagues47Breweries52Distribution centers39%Female colleagues2The year Budweiser was first brewedStock Code1876More than6,246revenuemillion USD5.66final dividend per sharecents USD84,811lKHLbeer volumesBudweiser APAC business2025 indexAB InBev Globally,Packaging represents 38%of total carbon footprint 13%of total Packaging Emissions from Secondary Packaging Categories ABI Carbon Footprint AluGlassFiber40,0%47,0%2,0%7CONFIDENTIAL AND PROPRIETARY INFORMATION OF WMVivian OuHow Technology Shaped the Future of Recovered Paper MarketsCONFIDENTIAL AND PROPRIETARY INFORMATION OF WM2IOT Devices(sensors)CONFIDENTIAL AND PROPRIETARY INFORMATION OF WM3Optical Sorter CONFIDENTIAL AND PROPRIETARY INFORMATION OF WM4Auger ScreenCONFIDENTIAL AND PROPRIETARY INFORMATION OF WM5Robotics ArmsRobotsHuman SortingCONFIDENTIAL AND PROPRIETARY INFORMATION OF WM6Big data analyze VS Human Sorting CONFIDENTIAL AND PROPRIETARY INFORMATIWinning Strategic Edge in Pulp&Paper Segment 11 NOVEMBER 2025|ASEAN PULP&PAPER SUMMIT 2025|HO CHI MINH CITYSOMNATH RAY|AFRY MANAGEMENT CONSULTINGFor Paula:Can you help me find a nice picture?Maybe something fibre-based packaging.2025/11/11COPYRIGHT AFRY AB|ASEAN PULP AND PAPER SUMMIT 218,000 employees globallyglobal net sales 2.4 BEURprojects in more than 100 countriesoffices in about 50 countriesPaper,Packaging&HygieneWood ProductsForest,Biomass&CarbonRenewable Fuels&ChemicaBAOSUO is a leading Chinese brand specializing in tissue paper machinery,providing comprehensive solutions covering tissue making,converting,and packaging equipment.宝索企业集团专注于生活用纸装备领域,中国领先的品牌。专业提供从生活用纸造纸设备、后加工到包装设备的整体解决方案。Established in 1989,Baosuo has over 30 years of industry experience,with its equipment installed in numerous countries and regions around the world.宝索企业自1989年起开始运营,拥有30多年行业经验,产品已服务于全球多个国家和Levi LiManaging DirectorRUIZHIXIN ConsultingTowards a More Circular World2nd ASEAN Pulp and Paper Summit(APPS)Welcome to join 2nd ASEAN Pulp and Paper Summit(APPS)We Are NewRUIZHIXIN Consulting is a new firm:-Founded in 2024,so were new-One of the very few regional industry thinktanks if not only,so were new-Want to adopt more new technology on analysis&forecast,so were new But We Are Not NewAt RUIZHIXIN Consulting,you have access to our full team of seasoned professionals-Most of the team hSolenis On-site GPAM Technology IntroductionNov.11,2025Solenis Vietnam Company LimitedUnit 406,Level 4,M-Building,District 7,Ho Chi Minh City,Vietnam,2Agenda1.Solenis Business in Brief2.On-site GPAM and Its Manufacturing3.Key Application Cases3Serving a Wide Range of Diverse MarketsConsumerGRAPHIC&SPECIALTY PAPERSSPECIALTIES&ENGINEERED WOODFOOD PACKAGING&PROCESSINGPACKAGINGTISSUE&TOWELPoolRESIDENTIALCOMMERCIALInstitutional RETAIL&GROCERYFOOD SERVICESHEALTHCAREBUILDING&FLOi Consulting Pte.Ltd.Asian Tissue Paper Industry Past,Present and FutureSome lessons learned in 30 years of Consulting2ndASEAN Pulp and Paper SummitHo Chi Minh City,Vietnam,11/11/25Ilkka Kuusisto,M.Sc.(Tech.)FI Consulting Pte Ltd,Singaporei Consulting Pte.Ltd.Presentation Outline1.A bit about tissue and its role in our lives2.Overview of Asian tissue market3.Tissue trade4.Fiber and Recycling5.Machinery6.Conclusions2Some thoughts on Asian tissue industry and where it may be headingi Consulting PtFrom OCC to board and beyondTuomas PesonenPaper Technology Manager,Asia PacificValmetValmets holistic approach from OCC to boardStockpreparationBoardmachineBale pulpsBCTMPPlantOCCLineFiberlineChemicalcirculation&RecoveryCookingChipsChipsRecycledfibersKraftLinerboardCartonboardRecycledLinerboardMill wide optimizationMill wide optimization Valmet|2nd ASEAN Pulp and Paper Summit,November,Vietnam2Challenge:Thorough understanding of raw material quality Valmet|2nd ASEAN Pulp and Paper Summit,NoveEMPOWERING TISSUE PRODUCERS:ANDRITZ FULL-LINE SOLUTIONS FOR QUALITY AND SUSTAINABILITYPRESENTED BY:CARSON CHAN REGIONAL MANAGER,PAPER,FIBER&RECYCLING,NEA&SEANovember 2025ANDRITZ PRESENTATION_ASEAN PULP&PAPER SUMMT/NOVEMBER 2025/ANDRITZTABLE OF CONTENTANDRITZ IntroductionFull line solution:from stock preparation to finished paper rollsUp to 15%Long fiber saving in ratio with ANDRITZ PrimeRefine HC TSustainable tissue machine technology for premium qualityFrom Jumbo to finished rollsSthe Expert on OCC HandlingPeter Ma|Vice President|Kadant Fiberline(China)Co.,Ltd.2nd ASEAN Pulp&Paper SummitHo Chi Minh City,Vietnam|2025.11.102 2025 Kadant Fiberline(China)Co.,Ltd.All rights reserved.Confidential information of Kadant Fiberline(China)Co.,Ltd.Who is KadantKadant is a global supplier of technologies and engineered systems that drive Sustainable Industrial Processing3A Global Leader in Sustainable Industrial ProcessingFLOW CONTROLCustom-engineered products and technologies tha