The new pattern of China's paper industry has undergone a major evolution since 2002

Driven by the trend of internationalization, in recent years, China's imported paper has flooded into the country; foreign investment has been surging; domestic companies have also accelerated their transformation and have risen to fight; China's paper industry has become the focus of the world's paper industry. With China's accession to the WTO, since 2002, the tariff of the paper industry has dropped from 15.2% to 9.7%. This change will prompt the development of China's paper industry from a quantitative change in recent years to a qualitative leap, with a series of epoch-making The great evolution of meaning will kick off.

First, the volume of imported paper will increase substantially. Domestic enterprises producing high-grade paper will adjust product prices accordingly to meet the challenges, and the profit margin will further decline, and paper consumers will benefit from it.

Due to the reduction of tariffs, imported papers have a more competitive advantage; at the same time, the accession to the WTO has enabled China to open up markets to more than 140 countries and regions around the world, which will attract foreign companies to increase their attention to China. The business dealings with the company are attracted by the development prospects of China's paper industry and will also begin to have business contacts with China. For example, a European company's office in Shanghai will start the paper sales business in China from this year. In addition, due to the sluggish global economy and the difficulty of foreign papermaking companies in the local market, these enterprises are bound to regard increasing sales efforts in China as an important means to overcome difficulties. Therefore, some enterprises that produce high-grade paper in China have been under a “business is not doing well” situation last year. This year's living environment will be even worse, and companies will face more severe tests.

Second, foreign investment plans in China will be speeded up and the proportion of medium-to-high-end paper in the industry will increase substantially. At present, foreign investors have intentionally or have officially submitted applications to relevant state departments, requesting more than 10 paper projects that exclusively produce high-grade products in China, and the production scale of each project is in the range of 300,000 tons or more, if all of these items are Upon completion, about 5 million tons of high-grade paper will be added, which will greatly change the product structure and industry competition of China's paper industry. Although the development of foreign-funded enterprises can cause monopoly on the Chinese paper industry is a major concern for the industry, but joined the WTO, the relevant departments will speed up the approval of these projects, a number of foreign investment projects have been planned for several years, is expected from this year Began to enter the implementation stage.

3. The “forestry-paper combination” that has been called for for many years has entered the implementation stage under the support of state policies. A group of paper-making enterprises with forest bases will become the main force of China’s paper industry.

The state will issue a series of preferential policies to strongly support the development of the forestry paper industry. Within 10 years, the national discount loan and the business investment driven by it will be expected to reach more than 200 billion yuan. The shortage of fiber resources and shortage of funds are two major constraints on China’s paper. The bottleneck of industry development will be broken. A group of enterprises that are supported by the state will greatly increase their competitiveness. However, in the concrete operation of the project, relevant parties still need to exercise caution. The lessons learned from the failure of some pulp projects built during the “Eighth Five-Year Plan” period should be used for later learning. In particular, the construction period of forestry is relatively long, and the pressure on companies to face great competition is on the horizon. Therefore, for some companies, it is worth paying attention to whether or not Far Water can solve the thirst. Since commercial investment institutions always vote for "excellent" investment, they have not been able to squeeze on the "forest-paper combination" domestic enterprise. It will be harder to obtain favor from commercial investment institutions in the future, and the advantages and disadvantages of domestic enterprises will be different. From then on, the lineup of the "national team" of China's paper industry will soon be confirmed.

Fourth, the degree of industry intensive will be greatly increased, mergers and reorganizations under the influence of capital power will become an upsurge, and the industry competition landscape will undergo major changes.

The first is that small companies are restricted by environmental protection policies and will be eliminated. In some regions, the production enterprises with straw pulp as raw materials below 20,000 tons will also be shut down. Secondly, the foreign investment projects and the upcoming investment projects in China in recent years are mostly large-scale paper mills with a scale of several 100,000 tons or more. This objectively suppresses the living space of SMEs and increases the degree of industry intensiveness. Third, the prospects for the development of the paper industry and the “shell” resources of existing paper listed companies have attracted the attention of the capital. After the intervention of capital forces, mergers and reorganization will increase the degree of industry intensiveness. In the past, mergers and reorganizations were mainly carried out in the papermaking industry. However, due to lack of capital support, there was little or no action. For example, several newsprint companies had discussed mergers several years ago. However, due to the fact that there are quite a few companies, Who did not convince who did not have results. Now, under the leadership of capital power, a group of institutions originally outside the industry will be in the lead of papermaking companies and increase the construction and transformation of enterprises, which is expected to become the top rank in the industry.

V. There will be major breakthroughs in the property rights structure. A group of emerging private entrepreneurs will emerge and become beneficiaries of major changes in the industry. Although private enterprises in the industry have experienced rapid development in recent years, due to the capital-intensive nature of the papermaking industry, most of the company's development process is funded by the state. Therefore, most domestic papermaking companies are still state-owned property rights. From 2002 onwards, a group of state-owned enterprises that are already in a recession will be caught in a difficult position due to the impact of imported paper and foreign-funded enterprises. Therefore, this part of the company will intensify reforms, especially property rights reform. Some companies will sell the company to individuals at appropriate prices and in a manner that the owner of the property rights will intensify management, work hard, and make the company go up. The road to rapid development. The prediction that "the future of China's paper industry is the world of foreign capital and private enterprises" will begin to show certainty.

Sixth, the industry integration of marketing channels. After joining the WTO, the state allows foreign merchants to conduct commercial wholesale and retail business in China, which will make a major change in the current pattern of paper marketing. In recent years, the prosperous business of importing paper has created a group of wealthy people. One body boss recruits talented people who import paper. The starting price is 300,000 yuan per year, which shows that the distribution profits are evident. After entering the domestic paper sales market, foreigners will rely on their strong financial strength and professional experience to reduce intermediate links and give paper consumers more benefits. In addition, with the development of the modern logistics industry and e-commerce, the traditional sales methods will surely change. Instead, it will be a faster and more complete sales system, and a group of small and medium-sized dealers without competitive advantages will be gradually eliminated. Of course, the establishment of a large and complete sales system is a very complicated project. Not everyone can do it, but because of its high threshold, anyone who can take the lead in establishing this system will gain greater benefits.

7. More new paper types have been developed and technological innovation has become an important means for companies to maintain their competitive advantages. There are more than 1,200 kinds of paper in the world, but there are only more than 600 types of paper in the country. The space for introducing and developing new products in China is very large. As new products can be highly profitable, the ability to constantly develop new products is an important means for companies to maintain their competitiveness. Due to the shortage of products in the domestic paper industry over the years, most companies only pay attention to production and do not pay attention to development. The products are like decades, and when a new product is developed and approved by the market, many companies are on the move. The result is a product surplus or excessive competition, or less profits. The experience and lessons learned over the years have prompted companies to constantly seek new changes, and innovation will become an important driving force for business development.

8. Human resources have become a decisive force for enterprise development. Modern management personnel will replace traditional production-oriented managers. Internationalized senior professional managers will be introduced into the leadership of large enterprises. First, this is due to fierce international competition. Second, some listed companies require the introduction of independent directors. Senior management experts will be involved in the management of enterprises, especially in the development strategy of the company. Third, some state-owned enterprises have implemented the “debt transfer”. Shares, and the four major asset management companies that represent the country’s shareholdings, in turn, sold the company’s equity to foreign investors. Therefore, foreign companies will inevitably send directors and senior professional managers to manage the company. Even the changes in shareholdings will result in the current state-owned enterprises’ directors and high-level meeting. Swept out. Due to the lack of senior management talents in domestic papermaking companies, only high-paying companies can hire talented people. At present, the high-level annual salary of some foreign-funded enterprises in China can reach as much as 700,000 yuan. Some ambitious domestic-funded enterprises are also preparing to hire high-paying international management talents. Recently, a Chinese general manager of a large-scale foreign-funded enterprise in China led a team to the Tsinghua University School of Economics and Management to hold a special job fair and invited MBAs to join the company. This shows that human resources are decisive in the development of enterprises.

In 2002, the paper industry in China was faced with tremendous opportunities, and it also underwent severe tests. A major evolution of an industry that is fully modernized and internationalized has begun. It will achieve phased results in 5 to 10 years. The gap between China's paper industry and foreign paper industry will continue to shrink as the evolution process progresses, and it will be a long time before a historic breakthrough has been made for a paper-making power to a papermaking powerhouse.