Kev lag luam Suav kab lis kev cai yuav tsum muaj kev loj hlob tsis tu ncua nyob rau xyoo tom ntej, nrog qhov nruab nrab txhua xyoo kev loj hlob ntawm 6% -8% kwv yees los ntawm 2026 txog 2031, muaj peev xwm tshaj 250 billion yuan los ntawm 2031.
Txawm hais tias muaj kev ntxhov siab txuas ntxiv los ntawm digitalization ntawm cov ntaub ntawv hauv chaw ua haujlwm ib txwm muaj, kev txhawb nqa nruj los ntawm kev tshaj tawm kev kawm, txoj cai- tau tsav kev hloov pauv ntsuab, thiab kev loj hlob siab hauv cov khoom lag luam thiab cov tswv yim thiab cov ntawv tshwj xeeb tau txhawb nqa kev lag luam los ntawm lub sijhawm "kev nthuav dav" mus rau ib qho ntawm "kev txhim kho zoo."
Core Growth Drivers Analysis:
Kev thov ruaj khov los ntawm Kev Tshawb Fawb Kev Tshawb Fawb Muab Lub Hauv Paus Loj: Phau ntawv thiab cov ntaub ntawv ntxiv tseem yog lub khw muag khoom "ballast." Nrog txuas ntxiv kev loj hlob ntawm kev siv nyiaj hauv tebchaws hauv xyoo 2025, siab - qhov muag zoo- tiv thaiv daim ntawv (xws li qis- ci ntsa iab, siab- daim ntawv muaj zog) nrawm nrawm nws hloov cov ntawv offset ib txwm, tsav tus nqi ib tuj. Qhov kev thov rau daim ntawv qhia kev kawm yuav tsum nyob twj ywm siab dua 4 lab tons, txhawb kev lag luam ruaj khov.
Kev tiv thaiv ib puag ncig thiab kev noj zaub ntsuab tau nkag mus rau hauv kev lag luam sai. Tsav los ntawm "dual carbon" lub hom phiaj thiab "Txoj Cai Lij Choj rau Pulp thiab Ntawv Kev Lag Luam," kev lag luam sib koom ntawm cov khoom lag luam zoo ib puag ncig xws li cov ntawv siv dua tshiab, xyoob pulp ntawv, thiab bio-raws li ntawv tau nce sai. Cov ntaub ntawv qhia tau hais tias ib puag ncig tus phooj ywg kab lis kev cai suav nrog 42.3% ntawm kev ua lag luam hauv 2025, thiab xav tias yuav dhau 50% los ntawm 2030. Cov neeg siv khoom txaus siab them tus nqi 5%-15% rau ib puag ncig tus cwj pwm, tsim kom muaj kev loj hlob ntawm kev lag luam.
Cov ntawv tshwj xeeb thiab kab lis kev cai thiab cov xwm txheej muaj tswv yim tab tom muaj kev loj hlob tawg. High-tus nqi- ntxiv pawg xws li digital printing, customization customization, art paper, and intangible culture heritage handmade paper yog qhia kev loj hlob. Kev loj hlob txhua xyoo ntawm cov ntawv luam ntawv digital tau nce mus txog 18%, thiab cov ntawv thov tshiab xws li 3D luam ntawv thiab cov ntawv ntim ntse tau nce los ntawm tsawg dua 200 lab yuan mus rau 1.2 billion yuan. Kev lag luam kev coj noj coj ua thiab kev muaj tswv yim-tsav sub- kev lag luam xws li cov ntawv xov xwm, cov ntawv caw, thiab daim duab kos duab tau pom qhov kev loj hlob txhua xyoo ntau dua 30%.
Digitalization thiab kev tsim khoom ntse txhim kho kev ua haujlwm. Cov tuam txhab ua lag luam tau ua tiav qhov kev nkag mus rau digital ntawm 42.3%, nrog rau cov chaw tsim khoom lag luam digital nce kev ua tau zoo ntawm 35% thiab txo kev siv hluav taws xob los ntawm 22%. C2M (Consumer-rau-Tsev Neeg Tsim Khoom) qauv yog tsav kev nce siab ntawm cov khoom siv ntawm tus kheej, ua kom tau raws li kev lag luam xav tau rau me me -batch, xa khoom sai thiab dhau los ua lub cav loj hlob tshiab.
Kev kwv yees rau tsib xyoos tom ntej:
Kev lag luam loj: Cia siab tias yuav tshaj 250 billion yuan los ntawm 2031, nrog kev loj hlob txhua xyoo ntawm 6% -8%.
Cov qauv khoom: Qhov kev faib ua feem ntawm siab- ntawv kawg yuav nce los ntawm 35% tam sim no mus rau ntau dua 45%, nrog rau cov ntawv tshwj xeeb thiab cov ntawv ua haujlwm tau dhau los ua cov cav loj loj.
Kev lag luam concentration: CR10 (kev ua lag luam sib koom ntawm kaum lub tuam txhab saum toj kawg nkaus) yuav tsum nce mus rau ntau dua 70%, nrog rau cov tuam txhab me thiab nruab nrab- cov ntawv loj tsis muaj kev tiv thaiv ib puag ncig thiab kev hloov kho thev naus laus zis maj mam tawm hauv kev ua lag luam.
Muaj peev xwm xa tawm: Nrog kev txhim kho cov khoom lag luam zoo, qhov ntim ntawm cov ntawv kab lis kev cai yuav tsum ncav cuag 1.8 lab tons, nrog rau tus nqi xa tawm - ntxiv tus nqi nce mus rau ntau dua 35%. Zuag qhia tag nrho, kev lag luam ntawv kab lis kev cai tab tom nkag mus rau theem tshiab ntawm "kev loj hlob ntawm cov qauv," qhov twg cov thev naus laus zis tshiab, kev txhim kho ntsuab, thiab siab - cov khoom kawg yuav dhau los ua cov kev sib tw tseem ceeb rau cov lag luam.
