Industry Overview - Coated paper, also known as printing coated paper, is produced by applying a layer of white coating on the surface of base paper and processing it through super calendering. It is characterized by a smooth surface, high whiteness, and excellent ink absorption, making it suitable for high-end publications, advertisements, and packaging [1][2][5]. Supply Side - In recent years, the demand growth for coated paper in China has slowed due to the influence of short videos and electronic media. Consequently, the new production capacity in the domestic coated paper industry has been limited, maintaining a relatively stable capacity scale of approximately 7.04 million tons by the end of 2024 [7][9]. Production Trends - The production of coated paper in China has shown a steady increase, with total annual production rising from 6.2 million tons in 2022 to 6.8 million tons in 2024, reflecting a year-on-year growth rate of 7.94% [9]. Consumption Trends - Coated paper is primarily used in high-quality printing products, with the market share for catalogs and single-page products accounting for 30%, and educational materials making up 24%. Despite a decline in overall consumption due to digital media, the market is expected to recover, with a projected annual consumption of 5.12 million tons in 2024, a year-on-year increase of 3.02% [11]. Import and Export Dynamics - China's coated paper industry has a strong supply capacity, leading to a consistent export market that exceeds imports. The import volume has decreased to 170,000 tons in 2023 but is expected to recover to 220,000 tons in 2024. Exports have significantly increased from 560,000 tons in 2021 to 1.9 million tons in 2024 due to enhanced supply capabilities and market demand recovery [13]. Competitive Landscape - The coated paper market in China is highly concentrated, with major players like Gold East Paper, Chenming Paper, Sun Paper, and Huatai Paper dominating the market. These companies leverage scale advantages, integrated supply chains, and technological innovations to maintain significant market shares, with the top four companies accounting for 87.1% of the market [15][16]. Key Enterprises - Major companies in the coated paper industry include: - Huatai Paper: Leading in newsprint production with the largest single factory globally [16]. - Sun Paper: A significant supplier of various paper products, including coated paper, with a revenue of 40.73 billion yuan in 2024, up 2.99% year-on-year [18]. - Chenming Paper: A large enterprise group with a diverse product range, including high-end coated paper [16]. Development Trends - The industry is moving towards green production, driven by stricter environmental regulations. Companies are adopting low-energy, low-pollution production processes and focusing on recycling technologies to enhance efficiency [20]. - Digital printing technology is reshaping the competitive landscape, offering advantages in short-run printing and customization, while traditional coated paper remains essential for high-end applications [21][22]. - Market segmentation and differentiation are intensifying, with a growing demand for high-quality and functional coated paper products. Companies are expected to enhance brand building and provide customized solutions to meet diverse consumer needs [23].

Core Insights - The Chinese new textile fiber industry is experiencing rapid growth, driven by consumer demand for functional textiles and industrial applications in high-end sectors such as healthcare and aerospace [1][15] - The market size for new textile fibers in China is projected to reach approximately 340 billion yuan in 2024, reflecting an 18.67% year-on-year growth, with expectations to exceed 400 billion yuan by 2025 [1][15] - The government has prioritized biomanufacturing as a key development direction, which has already shown significant results in the textile sector, particularly with bio-based fibers like PLA and Lyocell [1][15] Industry Overview - New textile fibers are defined as fibers developed through chemical modification, physical processing, biotechnology, or nanotechnology, offering enhanced performance, environmental benefits, or smart functionalities [2][3] - The industry has evolved from relying on traditional fibers to incorporating high-performance, biodegradable, and smart fibers, marking a significant shift towards sustainability and innovation [6][24] Development History - The Chinese new textile fiber industry has transitioned from technology importation in the early years to independent research and development, achieving major breakthroughs in domestic production of fibers like Lyocell [7][9] Industry Chain - A complete industry chain has been established in China, from raw materials to end applications, with a focus on green raw materials, intelligent production, and high-value applications [9][11] Current Industry Status - The textile and apparel industry is a crucial pillar of China's economy, with the country being the largest producer and consumer of textiles globally, accounting for over 70% of fiber production [11][13] - In 2024, the chemical fiber industry is expected to produce 74.75 million tons, with a year-on-year growth of 8.8%, and green fibers like Lyocell showing a remarkable growth rate of 27.4% [11][13] Competitive Landscape - The industry features a "pyramid" competitive structure, with leading companies like Hengli Petrochemical and Rongsheng Petrochemical holding about 35% of the high-end market share [17][20] - Key players are focusing on biobased raw material preparation, high-performance fiber scaling, and smart fiber integration, with regional strengths in R&D, application, and cost control [17][18] Future Trends - The new textile fiber industry is expected to advance towards high-end, green, and intelligent development, with a focus on high-performance and smart fibers [24][25] - Environmental sustainability will be a critical trend, with an emphasis on the development and application of biodegradable fibers to reduce the industry's environmental impact [25][26] - Companies will increasingly seek international market expansion and brand building to enhance competitiveness in the global textile market [27][28] - The demand for personalized and customized textile products is rising, prompting diversification in applications across various sectors [28]

上市企业：立新能源（001258）、金风科技（002202）、准油股份（002207）、ST浩源（002700）、 贝肯能源（002828）、广汇能源（600256）、中油工程（600339）、统一股份（600506）、天富能源 （600509）、新疆火炬（603080）、新天然气（603393）、东方环宇（603706）、洪通燃气（605169） 相关报告：智研咨询发布的《2025-2031年中国能源行业市场研究分析及投资前景评估报告》 2025年3月，新疆维吾尔自治区发电455.4亿千瓦时，同比下滑0.7%。2025年1-3月，新疆维吾尔自治区 发电1361.2亿千瓦时，同比增长0.4%。分品种看，2025年1-3月，新疆维吾尔自治区火力发电量1023.3亿 千瓦时，占总发电量的75.2%，同比下滑3.7%；新疆维吾尔自治区水力发电量54亿千瓦时，占总发电量 的4%，同比增长17.6%；新疆维吾尔自治区核能发电量0亿千瓦时，占总发电量的0%，同比下滑0%； 新疆维吾尔自治区风力发电量167.3亿千瓦时，占总发电量的12.3%，同比增长1.5%；新疆维吾尔自治区 太阳能发电量116.65亿千瓦时占总发电量的 ...

统计范围： 相关报告：智研咨询发布的《2025-2031年中国能源行业市场研究分析及投资前景评估报告》 2025年3月，甘肃省发电190.3亿千瓦时，同比增长8.8%。2025年1-3月，甘肃省发电551.3亿千瓦时，同 比增长4.1%。分品种看，2025年1-3月，甘肃省火力发电量327.4亿千瓦时，占总发电量的59.4%，同比 增长0.4%；甘肃省水力发电量43.2亿千瓦时，占总发电量的7.8%，同比增长1.2%；甘肃省核能发电量0 亿千瓦时，占总发电量的0%，同比下滑0%；甘肃省风力发电量114.4亿千瓦时，占总发电量的20.8%， 同比增长14.7%；甘肃省太阳能发电量66.29亿千瓦时占总发电量的12%，同比增长8.6%。 附注 上市企业：甘肃能化（000552）、甘肃能源（000791）、首航高科（002665）、海默科技（300084）、 金刚光伏（300093）、长城电工（600192）、蓝科高新（601798）、兰石重装（603169） 报告中的产量数据统计口径均为规模以上工业，其统计范围为年主营业务收入2000万元及以上的工业企 业。 由于规模以上工业企业范围每年发生变化，为保证本年数据与 ...

上市企业：陕天然气（002267）、通源石油（300164）、宝光股份（600379）、隆基绿能（601012）、 中国西电（601179）、陕西煤业（601225）、陕鼓动力（601369）、美能能源（001299）、陕西能源 （001286）、爱科赛博（688719） 数据来源：国家统计局，智研咨询整理 统计范围： 报告中的产量数据统计口径均为规模以上工业，其统计范围为年主营业务收入2000万元及以上的工业企 业。 由于规模以上工业企业范围每年发生变化，为保证本年数据与上年可比，计算产品产量等各项指标同比 增长速度所采用的同期数与本期的企业统计范围相一致，和上年公布的数据存在口径差异。 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 相关报告：智研咨询发布的《2025-2031年中国能源行业市场研究分析及投资前景评估报告》 2025年3月，陕西省发电264.8亿千瓦时，同比增长1.6%。2025年1- ...

Core Insights - The report highlights the growth in electricity generation in Guizhou Province, with a total generation of 215.6 billion kWh in March 2025, representing a year-on-year increase of 7.5% [1] - In the first quarter of 2025, Guizhou's electricity generation reached 641.7 billion kWh, showing a year-on-year growth of 8.2% [1] Generation Breakdown - Thermal power generation accounted for 487.1 billion kWh, making up 75.9% of the total generation, with a year-on-year increase of 9.8% [1] - Hydropower generation was 97.6 billion kWh, representing 15.2% of the total, with a significant year-on-year increase of 24.5% [1] - Nuclear power generation remained at 0 billion kWh, unchanged from the previous year [1] - Wind power generation decreased to 28.5 billion kWh, constituting 4.4% of the total, with a year-on-year decline of 24.7% [1] - Solar power generation was 28.46 billion kWh, also 4.4% of the total, experiencing a year-on-year decrease of 14.6% [1]

报告中的产量数据统计口径均为规模以上工业，其统计范围为年主营业务收入2000万元及以上的工业企 业。 相关报告：智研咨询发布的《2025-2031年中国能源行业市场研究分析及投资前景评估报告》 2025年3月，青海省发电78.9亿千瓦时，同比下滑2.9%。2025年1-3月，青海省发电233.3亿千瓦时，同比 增长2.8%。分品种看，2025年1-3月，青海省火力发电量37.4亿千瓦时，占总发电量的16%，同比下滑 18.3%；青海省水力发电量83.6亿千瓦时，占总发电量的35.8%，同比增长14.2%；青海省核能发电量0亿 千瓦时，占总发电量的0%，同比下滑0%；青海省风力发电量39亿千瓦时，占总发电量的16.7%，同比 增长11.2%；青海省太阳能发电量73.18亿千瓦时占总发电量的31.4%，同比增长0.5%。 附注 统计范围： 由于规模以上工业企业范围每年发生变化，为保证本年数据与上年可比，计算产品产量等各项指标同比 增长速度所采用的同期数与本期的企业统计范围相一致，和上年公布的数据存在口径差异。 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业 ...

上市企业：华能水电（600025） 由于规模以上工业企业范围每年发生变化，为保证本年数据与上年可比，计算产品产量等各项指标同比 增长速度所采用的同期数与本期的企业统计范围相一致，和上年公布的数据存在口径差异。 相关报告：智研咨询发布的《2025-2031年中国能源行业市场研究分析及投资前景评估报告》 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 2025年3月，云南省发电324.2亿千瓦时，同比增长13.9%。2025年1-3月，云南省发电908.4亿千瓦时，同 比增长9.5%。分品种看，2025年1-3月，云南省火力发电量167.9亿千瓦时，占总发电量的18.5%，同比 下滑1.3%；云南省水力发电量521.2亿千瓦时，占总发电量的57.4%，同比增长19.4%；云南省核能发电 量0亿千瓦时，占总发电量的0%，同比下滑0%；云南省风力发电量130.8亿千瓦时，占总发电量的 14.4%，同比下滑14.3 ...

上市企业：银星能源（000862）、宝丰能源（600989）、嘉泽新能（601619）、凯添燃气（831010）、 威力传动（300904） 由于规模以上工业企业范围每年发生变化，为保证本年数据与上年可比，计算产品产量等各项指标同比 增长速度所采用的同期数与本期的企业统计范围相一致，和上年公布的数据存在口径差异。 相关报告：智研咨询发布的《2025-2031年中国能源行业市场研究分析及投资前景评估报告》 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 2025年3月，宁夏回族自治区发电204亿千瓦时，同比增长3.4%。2025年1-3月，宁夏回族自治区发电 593.3亿千瓦时，同比增长4.2%。分品种看，2025年1-3月，宁夏回族自治区火力发电量443.2亿千瓦时， 占总发电量的74.7%，同比增长0.4%；宁夏回族自治区水力发电量3.3亿千瓦时，占总发电量的0.6%，同 比增长1.6%；宁夏回族自治区 ...

由于规模以上工业企业范围每年发生变化，为保证本年数据与上年可比，计算产品产量等各项指标同比 增长速度所采用的同期数与本期的企业统计范围相一致，和上年公布的数据存在口径差异。 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 数据来源：国家统计局，智研咨询整理 附注 统计范围： 报告中的产量数据统计口径均为规模以上工业，其统计范围为年主营业务收入2000万元及以上的工业企 业。 上市企业：华能水电（600025） 相关报告：智研咨询发布的《2025-2031年中国能源行业市场研究分析及投资前景评估报告》 2025年3月，西藏自治区发电8.3亿千瓦时，同比增长11.6%。2025年1-3月，西藏自治区发电23.1亿千瓦 时，同比增长2.6%。分品种看，2025年1-3月，西藏自治区火力发电量0.6亿千瓦时，占总发电量的 2.6%，同比增长52.1%；西藏自治区水力发电量20亿千瓦时，占总发电量的86.6%，同比 ...