Chan Ye Xin Xi Wang·2026-01-12 01:13Core Insights - The surface sizing agents play a crucial role in enhancing the performance of paper products, with a nearly 100% retention rate, significantly reducing material loss and costs compared to internal sizing agents [1][7] - The market size for China's paper surface sizing agents is projected to reach 5.52 billion yuan in 2024, reflecting a 2% year-on-year increase, driven by rising demands for surface performance in cultural, packaging, and corrugated papers [1][6] - The global market for paper surface sizing agents is expected to grow from 1.09 billion USD in 2024 to 1.114 billion USD in 2025, influenced by the increasing standards for water resistance, oil resistance, and surface strength in packaging and specialty papers [6][10] Industry Overview - Paper surface sizing agents are additives used to enhance the surface strength of paper and prevent liquid penetration, primarily categorized into internal and surface sizing agents [3][4] - Surface sizing agents, mainly composed of styrene-ester copolymers, improve the cross-linking strength and hydrophobicity of paper coatings, offering advantages such as mechanical stability and reduced foaming [3][4] - The demand for surface sizing agents is expected to grow as consumer requirements for paper performance increase, with China being the largest producer and consumer of paper globally [4][6] Market Dynamics - The production and consumption of paper and paperboard in China are projected to reach 136.25 million tons and 136.34 million tons respectively in 2024, marking a year-on-year growth of 5.09% and 3.56% [4][5] - The highest market shares in paper and paperboard production in 2024 are held by corrugated base paper (23.08%) and boxboard (22.28%), while boxboard leads in consumption (26.27%) [5][6] Competitive Landscape - The paper surface sizing agent industry is characterized by a large number of small-scale enterprises, with major players dominating the market due to their technological and financial advantages [8][9] - Key companies in the industry include Huasoft Technology, ST Morning Paper, Bohui Paper, and others, with Huasoft Technology being a leading producer of paper chemicals [8][9] Future Trends - The demand for environmentally friendly and multifunctional surface sizing agents is expected to rise, prompting companies to invest in the development of new products such as water-based and bio-based agents [11][12] - The competitive landscape is anticipated to become more intense, with leading companies focusing on technological advancements and new entrants bringing fresh competition, leading to potential industry consolidation [12]