德勤发布最新报告《中国包装行业趋势洞察：绿色、创新、数智、协同》

Investment Rating - The report does not explicitly provide an investment rating for the packaging industry. Core Insights - The Chinese packaging industry is a crucial sector supporting the national economy, impacting various fields from daily consumer goods to high-end industrial products [5][14]. - Innovation is increasingly emphasized in the packaging industry, with downstream industries expecting material innovations to enhance consumer experience, product protection, and cost optimization [8]. - The trend towards green packaging is gaining momentum, driven by environmental awareness and policy guidance, with a focus on material reduction to minimize resource consumption [8][34]. - The rapid development of digital and intelligent technologies presents new opportunities for the packaging industry, with digital packaging being widely applied in consumer interaction, precise marketing, and anti-counterfeiting [8][39]. Summary by Sections Industry Overview - The packaging industry in China has over 10,000 companies, with total revenue nearing 1.2 trillion yuan as of 2023 [14]. - The industry is characterized by a complete supply chain, from raw material supply to packaging design, manufacturing, and sales services [16]. Downstream Customer Insights - 70% of surveyed customers expect an average annual business growth of 5% or more over the next 3-5 years, with nearly 30% anticipating growth above 10% [19]. - 50% of respondents believe consumption will diversify significantly in the future, indicating a shift from price-driven to quality-driven consumer behavior [20]. Packaging Materials - The main types of packaging materials in China include plastic films (35.7%), paper/boxes (25.3%), and plastic containers (15.3%) [26]. - There is a high expectation for innovation in packaging materials, with a current satisfaction score of 6.4 out of 10, indicating room for improvement [29]. Green Packaging - 80% of respondents have set clear green goals, driven by regulatory requirements and market demands [35]. - The focus on reducing packaging weight and utilizing recyclable materials is aligned with the 30/60 carbon goals set by China [37]. Digital and Intelligent Packaging - Digital packaging is seen as a key area for enhancing brand interaction and consumer engagement, with 88% of respondents recognizing its value [39]. - The integration of digital technologies into packaging processes is expected to optimize marketing strategies and improve supply chain management [40]. Packaging Equipment - The report highlights a shift towards digitalization and automation in packaging equipment, with customers seeking customized and flexible solutions [43][44]. - The demand for local equipment is increasing, with 39% of surveyed companies preferring domestic suppliers for their packaging needs [54].