这是贵州赤水竹海国家森林公园的楠竹林（2024年5月摄）。新华社发（翁永学摄） 新华社贵阳2月26日电 题：从小城竹林到全球市场：中国"以竹代塑"助推绿色产业发展 新华社记者李黔渝、周凯 走进贵州兴常美竹业发展有限公司的生产车间，机器轰鸣声此起彼伏，一根根楠竹经过切片、研磨、塑形等工序，变身环保餐具、医用棉签 等绿色产品。 "竹制品无化学添加剂、可降解、无污染。"公司负责人吴秋慧介绍，竹制品深受市场认可，企业年消耗楠竹7万余吨。 该企业所在的赤水市素有"竹子之乡"的美誉，是贵州省竹资源第一大县（市），现有竹林面积132.8万亩。赤水市竹产业发展中心副主任翁永 学介绍，当地已培育200余家涉竹企业，推出竹粉环保地膜、竹马桶盖等4大类100余种产品。2025年，赤水竹产业综合产值突破100亿元，带动 16.5万竹农增收。 竹子再生快、固碳强、可降解，是从源头减少塑料使用的良好替代品。作为世界竹资源最丰富的国家，在全球140多个国家出台限塑政策背景 下，2022年中国联合国际竹藤组织发起"以竹代塑"倡议。国家林业和草原局等部门随后出台《加快"以竹代塑"发展三年行动计划》，推动"以竹代 塑"步伐提速。 在贵州兴常美竹 ...

证券研究报告——造纸行业周报 龙头纸企提价待落地 【2026.2.9-2026.2.15】 行业评级：看好 核心观点 发布日期：2026.2.25 分析师：杨素婷 执业证书编号：S0770524020002 邮箱：yangst@dtsbc.com.cn 研究助理：温慧 执业证书编号：S0770125070012 邮箱：wenh@dtsbc.com.cn 西世贸中心 A 座 F12、F13 网址:http://www.dtsbc.com.cn 风险提示 需求不及预期风险，原材料价格波动风险，政策落地偏差风险。 请务必阅读最后一页免责声明 1 造纸行情走势图 纸品价格保持平稳，龙头提价节奏延续：本周纸品价格整体平 稳，箱板纸、瓦楞纸、白卡纸、白板纸价格均与上周持平。行 业提价逻辑持续强化，玖龙等龙头此前已落地 2 月调价，3 月 提价计划明确，白卡纸春节后提价概率较高，叠加多数纸厂停 机检修导致供给收缩，为后续纸价上行奠定基础。 数据来源：Wind 大同证券 纸浆库存回升价格下行，供需格局相对宽松：纸浆期货库存升 至 15.46 万吨（周增 8165 吨），期货收盘价下降 84 元/吨至 5160 元/吨；国内漂 ...

Core Viewpoint - Bamboo, as an eco-friendly and renewable resource, is gaining attention as a viable alternative to plastic products, supported by government policies aimed at promoting its use in various applications [1][2]. Group 1: Industry Development - Local enterprises in bamboo-rich regions of Yunnan are processing bamboo into furniture and daily necessities, contributing to income generation and local green development [1]. - The "Bamboo Replacing Plastic" initiative is a key focus of national policy, with a three-year action plan launched in 2023 to accelerate its development [1]. - The updated product catalog for "Bamboo Replacing Plastic" will expand from 17 to 25 categories by July 2025, including new product types such as bamboo sports equipment and biodegradable agricultural films [1]. Group 2: Challenges and Opportunities - Despite the benefits of bamboo products, the transition from plastic is gradual due to the established plastic industry and consumer habits [2]. - Current bamboo products primarily rely on traditional processing methods, with high-tech, high-value-added products still underrepresented [2]. - Bamboo product companies are generally small and face higher production costs compared to plastic, limiting their market competitiveness [2]. Group 3: Technological and Policy Support - Key technological breakthroughs are needed in resource cultivation, product development, and equipment manufacturing to enhance the value of bamboo products [2]. - Collaboration between enterprises and research institutions is encouraged to foster innovation and upgrade the bamboo industry towards high-end, intelligent, and green solutions [2]. - The revised catalog extends bamboo applications into various sectors, including agriculture and construction, promoting diverse market demand [3]. - Policy support is crucial for industry growth, with recommendations for integrating bamboo products into priority procurement lists for government and institutional buyers [3]. - Public awareness campaigns are suggested to promote the environmental benefits of bamboo products, aiming to increase consumer acceptance and usage [3].

据公开分析，公司罗马尼亚工厂的落地进展以及海外市场的扩张步伐是未来关注点之一。这将直接影响 其全球化供应链能力和国际市场收入的增长潜力。 行业政策现状 随着国家"以竹代塑"三年行动计划的推进，作为行业标准制定参与者，龙竹科技有望持续获得政策支 持。需关注相关产业政策的后续细则及对公司订单和业绩的实际拉动作用。 资金动向 经济观察网龙竹科技(920445.BJ)近期发布业绩预告，预计2025年归母净利润为2450万元至2600万元，同 比增长49.97%至59.15%；预计销售收入约3.75亿元，同比增长约17%。业绩增长主要得益于跨境电商业 务的快速拓展及整体毛利率的提升。 业绩经营情况 公司于2026年1月19日发布业绩预告，预计2025年归母净利润为2450万元至2600万元，同比增长49.97% 至59.15%；预计销售收入约3.75亿元，同比增长约17%。业绩增长主要得益于跨境电商业务的快速拓展 及整体毛利率的提升。 业务进展情况 公司正积极探索竹基新材料在低空经济(如与北京航空航天大学合作开发无人机用竹基复合材料)、深海 设备、运动装备等新兴领域的产业化应用。这些领域的任何技术突破或订单落地，都可能 ...

Core Viewpoint - The company is actively promoting bamboo-based composite materials as part of its response to national policies aimed at replacing plastic with bamboo, thereby enhancing the bamboo industry structure and upgrading its products [2][5]. Group 1: Company Developments - The company held an institutional communication meeting on February 5, where analysts from various securities firms discussed bamboo-based composite materials and other products with company executives [1]. - The company has partnered with the Ningbo Institute of Materials Technology and Engineering to develop bamboo-based composite materials, which can also be extended to other biomass raw materials like straw and reed [2]. Group 2: Product Features and Market Potential - Bamboo-based composite materials are a new type of high-performance bio-based environmentally friendly material, offering advantages such as reduced weight (20% lighter), rigidity, toughness, temperature resistance, and corrosion resistance [3]. - The global pallet market is substantial, with an estimated stock of 10 to 12 billion pallets and a market size of approximately 600 billion yuan, showing stable growth [3]. Group 3: Production and Future Plans - The company’s bamboo-based industrial pallets can support static loads of 4 tons and dynamic loads of 1.5 tons, meeting high-end industrial demands [4]. - The company plans to complete the first pilot production line for bamboo-based pallets by the end of March and aims for mass delivery capabilities by May, with production targets of 200 million yuan by the end of 2026 and 500 million yuan by the end of 2027 [4]. Group 4: Environmental Impact and Growth Opportunities - The bamboo-based composite materials align with the global emphasis on environmental protection and sustainable development, providing the company with new growth opportunities beyond traditional kitchenware [5].

Core Viewpoint - The "bamboo replaces plastic" initiative in China is rapidly transitioning from concept to reality, supported by various policies, and is contributing to global efforts to combat plastic pollution while establishing a green industry system [1] Industry Growth - Since October 2023, over 900 million yuan has been allocated to support bamboo industry development through a three-year action plan by multiple government departments [1] - The annual output value of China's bamboo industry has exceeded 520 billion yuan, with over 15,000 types of bamboo products and more than 10,000 bamboo processing enterprises [1] - The bamboo industry employs over 29 million people, with significant contributions from provinces like Fujian and Sichuan, each surpassing 100 billion yuan in annual output value [1] Technological Advancements - Key technological challenges in bamboo fiber utilization and composite material manufacturing have been addressed through national research projects [2] - The efficiency of bamboo winding pipes has improved by 25%, with production costs decreasing by 13% and automation rates increasing by 30% [2] - Bamboo fiber automotive interior components are now used in nearly 20 vehicle models, achieving a weight reduction of 15% to 20% and a profit increase of over 20% [2] Challenges and Bottlenecks - The bamboo industry faces challenges such as weak innovation capabilities and insufficient research funding, hindering the development of new technologies and equipment [3] - The industry is characterized by small and medium-sized enterprises, lacking large leading companies, which limits scale effects and brand development [3] - Domestic market demand is weak, with over 80% of bamboo products relying on exports, indicating low market penetration in China [3] Policy and Infrastructure Gaps - The existing policy framework lacks comprehensive coverage of the entire industry chain and differentiated standards for various applications [4] - Infrastructure issues persist, with less than 30% of bamboo resources being effectively utilized, and challenges in bamboo harvesting and transportation remain significant [4] Collaborative Efforts - The development of the bamboo industry requires coordinated efforts in policy, technology, industry, market, and international cooperation [6] - Strengthening the standard system for bamboo products and aligning domestic standards with international ones is crucial for industry growth [6] - Promoting the application of bamboo products in various sectors, such as food packaging and construction materials, is essential for market expansion [7] International Cooperation - The initiative aims to leverage international collaboration, particularly through the Belt and Road Initiative, to enhance global engagement and promote Chinese bamboo products abroad [7]

Core Insights - The article highlights the successful quality improvement initiative undertaken by Xianglong Bamboo and Wood Craft Factory, which significantly reduced customer complaint rates and increased product quality metrics, serving as a model for high-quality development in the bamboo industry of Nanping City [1][4]. Group 1: Company Overview - Xianglong Bamboo and Wood, established in 2003, focuses on deep processing of bamboo products, including bamboo skewers and ice cream sticks, with an annual output value exceeding 10 million yuan [1]. - The bamboo industry in Nanping is a crucial part of the city's ecological advantage industries, with a projected total industry chain output value of 52.75 billion yuan in 2024, accounting for 25.2% of the city's GDP [1]. Group 2: Quality Improvement Actions - To address quality issues, the Nanping Market Supervision Administration selected technical experts to implement a "five-step quality improvement method," identifying key problems such as surface stains and dimensional deviations [2]. - In July 2025, Xianglong Bamboo and Wood launched a quality improvement initiative, emphasizing the importance of quality through company-wide meetings and specialized training [3]. Group 3: Technological Advancements - The company introduced an intelligent inspection machine that utilizes high-resolution cameras and AI algorithms to detect defects, achieving an accuracy rate exceeding 99.5% and increasing production efficiency significantly [3]. - A digital inventory management system was implemented to track the entire process from raw material procurement to finished product sales, shifting quality management from reactive to proactive [3]. Group 4: Results and Economic Impact - From July to October 2025, the product first-pass yield improved from 90.2% to 99.5%, on-time delivery rates increased from 90% to 98%, and customer satisfaction rose to 99% [4]. - Economic indicators showed a reduction in after-sales costs from 900,000 yuan to 200,000 yuan per month, a 50% increase in average monthly sales, and a 10% improvement in first-pass yield [4].

Group 1 - Anji Yucun has been recognized as the "World's Best Tourism Village" by the United Nations World Tourism Organization, showcasing its transformation from a traditional farming community to a modern hub for returning youth and digital nomads [1] - The village has developed a youth community called "Qinglai Ji," featuring over 1,000 shared workspaces, a cafeteria, a supermarket, and talent apartments to attract young entrepreneurs [2] - The village emphasizes ecological transformation, symbolized by a stone tablet inscribed with "Green mountains and clear waters are as valuable as mountains of gold and silver," reflecting its commitment to sustainable development [2] Group 2 - The "Qinglai Ji" community operates under a "scenic and social symbiosis" model, providing a peaceful and livable environment for its residents [3] - Anji is known as "China's First Bamboo Town," and Yucun promotes high-quality development of the bamboo industry by advocating for "bamboo instead of plastic" initiatives [5] - The village's cultural hall displays various handicrafts, including embroidery, weaving, and wood carving, highlighting the local craftsmanship [7]

Core Insights - The bamboo industry in China has significantly expanded, forming a comprehensive and distinctive bamboo industry system with over 15,000 product types and an annual output value exceeding 520 billion yuan [1][2] - The "bamboo replaces plastic" initiative has been established, supported by various government measures and funding exceeding 900 million yuan in the past two years, promoting the development of the entire bamboo industry chain [1][2] Group 1 - The bamboo industry has achieved dual improvements in production efficiency and added value, with a focus on developing a diverse range of bamboo products [1] - The implementation of a three-year action plan for "bamboo replaces plastic" has led to the establishment of a specialized standard system covering 140 items across nine categories [1][2] - Over 10,000 bamboo processing enterprises exist in China, employing more than 29 million people, with nearly 10 counties and cities generating an annual output value exceeding 10 billion yuan [2] Group 2 - Continuous investment in technology has led to breakthroughs in key technologies related to bamboo fiber utilization and lightweight composite materials, resulting in 37 major technological achievements [2] - The bamboo industry is encouraged to diversify product applications and replace plastic products in key sectors, enhancing technological content and market competitiveness [2] - The government plans to strengthen the policy support system and promote the integration of technology and industry innovation to create a competitive bamboo industry cluster [2]

据介绍，加快"以竹代塑"发展三年行动计划实施以来，通过实施系列保障措施和重点行动，竹产业持续 集群集聚发展，产业生态不断优化。相关部门、各竹主产区不断加大科技投入，积极开发适应市场需求 的竹产品，培育出一批产业链条完整、带动能力强的龙头企业，形成"一根竹子吃干榨净"的全竹高效利 用模式。目前，我国竹加工企业达1万多家，全产业链吸纳就业超2900万人，全国近10个县市竹产业年 产值超过100亿元。 我国拥有近800万公顷竹林，年均生产竹材1.5亿吨。"十五五"期间，我国将进一步健全政策保障体系， 加大竹产业循环经济发展支持力度，加强"以竹代塑"产品技术全链条标准体系建设。同时，强化科技创 新和产业创新深度融合，打造竞争力强的竹产业集群，引领"以竹代塑"全面转型升级。 （文章来源：新华社） 记者27日从国家林草局获悉，近年来我国竹产业规模持续壮大，初步形成品类齐全、业态丰富、特色明 显的竹产业体系，主要竹产品实现生产效益与附加值双提升。截至目前，竹产品种类突破1.5万种，竹 产业年产值超5200亿元。 ...