Source: Carton Micro Vision
2018 is a year worthy of attention and thinking. In the past year, the domestic carton market has changed rapidly. Affected by frequent fluctuations in the upstream waste paper and raw paper markets, some carton companies are in dire straits; however, during this year, some carton companies have met the challenge through continuous innovation and innovation by optimizing the industrial structure, improving product quality and service levels. Some excellent carton factories have gone up one level. Xiaobian uses the top ten "keywords" to review the 2018 year and look forward to 2019.
Keyword 1: Environmental Storm
"Environmental tightening curse" is getting stricter
In 2018, environmental protection became the "catch-up" of the carton industry. Every round of environmental protection storms will trigger a shock in the entire industry chain. Environmental protection is the first factor affecting the development of the carton industry in 2018 and even in the future. As the country pays more and more attention to ecological environmental protection, paper and carton enterprises that have been identified as major polluters have become one of the key inspection targets of the Ministry of Environmental Protection.
Since the beginning of this year, the country has launched a series of assaults and "investigations". The punishment is beyond imagination. Zhongshan Yongfa Paper refused to correct it due to excessive discharge, and it was punished by 2.08 million per day!
The need for the environmental protection situation, many places to encourage the elimination of scattered pollution enterprises, this is undoubtedly a big test for the carton factory.
Keyword 2: Recycling capacity
Paper production capacity has sharply reduced
This year, Hunan Province launched the “Three-Year Action Plan for Special Renovation of Dongting Lake Ecological Environment (2018-2020)â€. The General Office of the People’s Government of Hunan Province issued a notice on the implementation plan for the lead-out of papermaking enterprises in Dongting Lake District in March. The notice requires that in 2018, the Dongting Lake Yueyang City, Changde City, Yiyang City, Changsha City, Wangcheng District, the three districts of the three districts of Dongting, resolutely withdraw from pulp production capacity and backward paper production capacity; in 2019, the paper production capacity was fully withdrawn.
In order to implement the compensation plan for the demolition of industrial enterprises in Jiangnan New City in Fuyang District of Hangzhou, papermaking enterprises must complete the suspension of production by the end of 2019. As of April 2018, the Fuyang area has shut down about 2.2 million tons of papermaking capacity. It is expected that the capacity of gray-whiteboard paper will be reduced by about 3 million tons by the end of 2019.
Keyword 3: raw material prices
National waste, raw paper prices go up and down
In 2018, the national waste and raw paper market fluctuated frequently, and it suddenly rose and fell, making the carton factories feel like needles.
From January to August this year, the domestic scrap yellow paper price overall showed a rising pattern. After September, with the shift of the foreign waste policy, the price of waste paper entered the downward channel, with the highest drop exceeding 1000/ton. The price of the base paper is affected by the national waste and is also in a state of volatility, but the increase and decline are relatively weak.
It is worth mentioning that the paper price in the fourth quarter was originally optimistic. In fact, due to the weak demand of the terminal, the price of paper in the fourth quarter did not increase significantly, which made some carton factories that had been stocked in advance to stop.
Keyword 4: The season is not prosperous
Carton demand is sluggish
The total retail sales of social consumer goods fluctuated year-on-year. In October 2018, the growth rate was 8.6%, which was the low point in recent years. The sluggish demand for terminals has hampered demand for carton packaging.
In the fourth quarter of last year, because of the National Day, Double Eleven, Double Twelve, Spring Festival and other factors to boost consumption, carton factories often ushered in a wave of sales season, but this year's situation is indeed uncharacteristic.
According to the National Post Office, nearly 1.5 billion parcels were produced during the “Double Eleven†period this year, and the annual express delivery volume will reach 40 billion. Behind this huge amount of data is the demand for a large number of crates, and the annual Eleven E-Commerce Festival can bring a wave of wrapping paper sales season.
This year's double 11 pairs of carton factories, the surface is vigorous, the actual quiet, followed by the double 12 is also lack of stamina. In this cold market environment, some small and medium-sized carton factories have indicated that the Spring Festival this year plans to take a holiday in advance to alleviate the cost pressure.
Keyword 5: Sino-US trade war
Overseas layout and foreign trade are blocked
In a certain sense, the goal of the trade war is directly directed at the "Made in China 2025" plan, which is a historical event concerning the national transport. Enterprises that want to explore international trade cooperation, including the carton industry, must be treated with caution.
Throughout the overseas layout of China's paper and carton enterprises, the proportion of overseas operating income has increased year by year, and some companies have accounted for up to 60% of overseas exports. In the development blueprint of each company's 2018 or even longer, the expansion of overseas markets has become a business. The focus and consensus, therefore, the "trade war" in the 2018 is still a certain wave of the carton industry.
Keyword six: Internet +
Internet platform emerges favored by capital
In the past two years, the paper packaging industry chain has faced many challenges. The integration of upstream and downstream of the industrial chain and coordinated development have become the trend of the times. More and more companies are aware of this problem, and are beginning to seek transformation and breakthrough, and gradually shift from passive adaptation to active service.
Hexing Packaging has launched a joint packaging network platform for industry trend promotion, industry transformation appeal, industry pain point elimination, etc., to build a bridge for the packaging industry and contribute to the development of a benign development ecosystem. From January to October 2018, the joint packaging network traffic has been Breaking through 2 billion.
In June, where the paper went, the angel round financing was completed, the financing amount was 5 million, the valuation was 100 million, and the investor was Hengdian Group. The project was launched in September 2017. After two months of launching the app, the number of registered users reached 3,200, and the monthly transaction volume reached 100 million.
In October, the intelligent recycling platform “I love to receive†completed the angel round financing, this round of funds will be mainly used for equipment production and intelligent recycling cabinets. Founded in 2017, I Love is a renewable resource recycling platform that is cut into the form of smart device terminals. Currently, it focuses on paper recycling business.
Keyword seven: smart factory
Leading contenders to layout smart factory
The concept of Industry 4.0 has been frequently mentioned in the past two years. The industrial 4.0 smart factory not only greatly improves production efficiency, but also greatly reduces labor. Therefore, the leading enterprises in the carton industry have also started to build smart factories.
In recent years, Meiyingsen has built or expanded high-end manufacturing platform projects in Chengdu, Suzhou, Changsha and Lu'an, and the production capacity of the packaging and printing industry 4.0 smart factory (Dongguan) has been gradually put into use. Cross-regional service capabilities have increased significantly.
At the beginning of 2018, Hexing Packaging revealed that it will build an environmentally friendly packaging industry 4.0 intelligent factory project in the industrial park of Hanchuan Economic Development Zone in Hubei Province.
In the future, intelligent factories are the development trend of carton factories and an important means for carton factories to enhance their competitiveness.
Keyword eight: new carton
Express packaging green
Environmentally friendly express delivery has become the focus of attention throughout the society. In December, the State Post Bureau issued and issued the "Green Packaging Guide for Express Delivery Industry (Trial)", which clarified that the green packaging of the express delivery industry adheres to the goal of standardization, reduction and recyclability, strengthens cooperation with upstream and downstream, and gradually realizes the reduction of packaging materials. Quantify and reuse.
In this context, in early December, the company that independently developed the ZerOBox green recycling container turned over tens of millions of Pre-A rounds of financing, after the grayscale environmental protection was obtained from the advantageous capital, Shangwan Investment and Chongqing Environmental Protection Industry Equity Fund's 10 million RMB angel round financing. It is reported that the company's product ZerOBox can be molded and sealed without glue or tape, waterproof, heat-resistant, pressure-resistant, shock-proof, and 100% recyclable, recycled after recycling, no waste gas generated in the process.
In the future, there is no doubt that this green carton will inevitably occupy more market share.
Keyword nine: paper enterprises stop
Weak demand for downtime or for insured
Affected by different factors, in June, mid-late November, and December, domestic paper mills set off a wave of downtime. Due to the foreign waste import control, the national waste price soared, the price increase could not be transmitted to the downstream carton industry, and the paper mill downtime was questioned as insured. This year, Xiaolong and Lee & Man also released the Spring Festival downtime plan early, and the Lee & Man machine was down for 35 days.
Keyword 10: VAT reform
Tax rate drop, good carton factory
The State Council executive meeting held on March 28 this year decided to further deepen the VAT reform and introduced three major reform measures: one is to lower the rate, and the 17% and 11% tax rates are reduced by one point each; The annual taxable sales standard for small-scale taxpayers will be unified to 5 million and below; the third is to try to refund the tax rebate, and return the enterprise that meets the requirements of modern manufacturing services such as advanced manufacturing and research and development such as equipment manufacturing.
As an indirect tax, the value-added tax has three effects on the carton factory. The first is to reduce the amount of tax paid by the carton factory in the operation; the second is that if the domestic value-added tax and the import value-added tax are reduced, if the tax price of the final consumer goods is reduced, the sales will be increased and the sales of the carton equipment will be utilized. The increase in the rate; third, the part of the tax-inclusive price decline is less than the tax cuts can be converted into carton factory profits, improve the return on investment.
Editor in charge: Cao Yu
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