2026-2032年生活用纸行业调研分析及投资战略预测评估报告-中金企信发布

Industry Overview - The household paper industry is a significant sub-sector of the light manufacturing industry, closely related to daily life and consumer needs [3][4] - The market for household paper in China has grown rapidly, with retail market size increasing from 124.9 billion RMB in 2018 to 170.4 billion RMB in 2023, reflecting a compound annual growth rate (CAGR) of 6.4% from 2018 to 2023 [3][4] Consumption Trends - Per capita consumption of household paper in China has risen from 5.3 kg/year in 2018 to 6.7 kg/year in 2023, with a CAGR of 4.8% [6] - Despite this growth, per capita consumption in China remains significantly lower than in developed countries, where it stands at 10.3 kg/year in the US, 12.4 kg/year in Japan, and 9.3 kg/year in Western Europe [6] Product Diversification - There is a growing demand for specialized household paper products tailored to various life scenarios, moving away from the "one paper for all uses" concept to a "specialized paper for specific uses" approach [9] - The consumption structure of household paper is evolving, with toilet paper's share of total consumption decreasing from 81.9% in 2010 to 70.0% in 2023, indicating growth in other product categories [9] Market Dynamics - The household paper market is experiencing structural optimization, driven by rising living standards and increased health awareness among consumers [9] - Manufacturers are responding to diverse consumer needs by introducing a range of mid-to-high-end products, such as napkins, facial tissues, and kitchen paper, which are gaining popularity [9]