1、Confidential Information-Dont distribute to all全球废纸市场展望全球废纸市场展望Bill Moore,主席主席,Moore&Associates2024年年11月月吉隆坡吉隆坡,马来西亚马来西亚首届东盟浆纸行业合作论坛首届东盟浆纸行业合作论坛 Confidential Information-Dont distribute to all全球回收纸行业顾问 全球回收纸行业专家 总部位于美国亚特兰大,业务遍及全球 市场研究、分析 回收业务战略 价格分析 回收纸采购优化辅助 供应端创新及开发 企业可持续发展分析及支持2Confidential Infor
2、mation-Dont distribute to all RcP 回收废纸(美国)PfR 回收废纸(欧洲)Wastepaper Tons 短吨(美国国内市场)Tonne 公吨/吨(用于全球其他区域及美国出口市场)1.1 短吨=1 公吨/吨 杂物 回收废纸中的非纸成分术语解释3Confidential Information-Dont distribute to all全球废纸需求及回收率35%40%45%50%55%60%65%05010015020025030035020052006200720082009201020112012201320142015201620172018201920
3、20202120222023202420252026DemandRecovery rate(R)百万吨4需求回收率(R)Confidential Information-Dont distribute to all全球主要类别废纸需求020406080100120140160180200000102030405060708091011121314151617181920212223OCCONP/OMGHigh GradesMixed Paper百万吨年5Confidential Information-Dont distribute to all除OCC外其他类别废纸1520253035404
4、550000102030405060708091011121314151617181920212223ONP/OMGHigh GradesMixed PaperMillion TonnesYear6Confidential Information-Dont distribute to all全球分地区废纸需求3131323232333536373941868890817768687073747641424447484550535658615050515151464848505051565757616787787778838402550751001251501752002252502753003
5、2520152016201720182019202020212022202320242025OtherW.EuropeOther AsiaChinaUS百万吨7其它美国中国其它亚洲西欧Confidential Information-Dont distribute to all8美国Confidential Information-Dont distribute to all79,06283,70282,72581,83281,32680,57579,80479,14979,17078,87474,23871,72574,09771,90067,47926,14428,20327,26326,
6、72826,93527,45027,77827,75028,04728,80529,54531,38932,60732,02631,291010,00020,00030,00040,00050,00060,00070,00080,00090,000200920102011201220132014201520162017201820192020202120222023Total Supply Available for RecoveryRecycled Fiber Use33%34%33%33%33%34%35%35%35%37%40%43%44%45%47%美国纸和纸板中再生纤维使用及可供回收