2022年度盘点 企业篇

Special Industry Review 2022

2022年,是极为特殊和困难的一年,面对国际复杂形势,叠加新冠疫情反复等超预期因素的冲击,我国经济发展经历了需求收缩、供给冲击、预期转弱等多重压力;同时,我国面临的国际环境也日趋严峻,来自外部的打压遏制明显升级。在以习近平同志为核心的党中央坚强领导下,党和政府坚持发展是解决一切问题的基础,出台一揽子稳经济政策,加大宏观调控力度,优化疫情防控措施,多措并举推动经济稳健发展,经济整体的发展质量、科技创新等结构性指标都有较好表现,保持了经济社会大局稳定。根据中国造纸协会统计数据,2022年全年,全国机制纸及纸板产量约1.24亿吨,同比增长约2.5%;进口837万吨,下降约25%,出口857万吨,增长约57%;消费量预计1.24亿吨,增长约4.89%;规模以上造纸和纸制品业企业营业收入15228.9亿元,同比增长0.44%;利润总额621.1亿元,同比下降29.8%。一些企业表示,2022年度一方面受各地疫情影响,国内市场需求不足,使得主营产品的售价、效益的发挥等受到不同程度的影响;另一方面,受木片、化工、原煤等原材料及能源价格上涨影响,整个行业的生产成本同比上升幅度较大。产品提价滞后于原材料涨价等情况,在相当程度上冲击了造纸企业的业绩。2022年度造纸行业的一大亮点是出口情况相对较好,在一定程度上对冲了企业的业绩影响。通过开拓国际市场,加大对外销售力度,及时优化产品结构,一些头部公司在整体业绩承压的情况下还是取得了公司结构的积极调整和纸与纸板产品的销量提升。

In 2022,China's paper and paperboard output reached 124 million tons,an increase of 2.5%year-on-year;imports volume was 8.37 million tons,a decrease of 25%,and exports volume was 8.57 million tons,an increase of 57%;consumption recorded 124 million tons,increased by 4.89%,according to China Paper Association The operating income of papermaking and paper products enterprises above designated size in China totaled 1,522.89 billion yuan,a year-on-year increase of 0.44%;the total profit was 62.11 billion yuan,decreased by 29.8%.On the one hand,due to the impact of the pandemic,the domestic market demand is insufficient,which has affected the price and benefits of the main products;on the other hand,due to the impact of rising raw material and energy prices,the industry's production costs have increased significantly,which has impacted the performance of paper companies.One of the highlights of the paper industry is the good export performance in 2022,which to some extent makes up for the decline in other businesses of the paper company.By exploring the international market,increasing external sales,and optimizing product structure in a timely manner,some leading companies have achieved positive adjustments in corporate structure and increased sales of paper and paperboard products.Starting from this issue,we will launch the annual review special column,reviewing the development of the paper industry from multiple perspectives such as enterprises,regions,and the overall situation.In this issue,we have selected representative pulp and paper companies to outline the development of the overall industry through their development.Now let’s review the highlights of papermaking enterprises in 2022.