"《行动方案》明确将汽车、电器电子产品、电池、纺织、包装等作为再生材料应用推广的重点行业， 提出重点在哪些零部件中使用再生材料，以及不同产品重点使用哪些品类的再生材料。同时，鼓励有关 骨干企业制定实施再生材料应用推广计划，为高品质再生材料找到'用武之地'。"国家发展改革委宏观 院体改所循环经济研究室主任张德元表示，首次以专门文件对再生材料应用推广作出部署，对全面构建 覆盖全社会的资源循环利用体系具有重要意义，有助于推动形成原生资源与再生资源相互补充的新的资 源安全观。 近日，国家发展改革委等部门联合印发《再生材料应用推广行动方案》（以下简称《行动方案》），从 提升供给保障能力、加大应用力度、健全使用管理制度、完善应用推广政策等方面，制定了清晰的再生 材料应用推广路线图，为再生材料应用比例逐步提高奠定基础。 作为实现绿色低碳转型的重要路径之一，应用推广再生材料对于保障资源安全、推动实现碳达峰碳中和 等具有重要意义。经过多年发展，我国已经初步建立全球最大、覆盖品种最全的资源回收和再利用体 系，产业规模和水平位居世界前列。其中，废钢铁年加工能力达1.8亿吨，再生纸浆年产量突破6300万 吨，再生塑料年产量约1640 ...

2025.12. 26 本文字数：2598，阅读时长大约4分钟 作者 | 第一财经 章轲 封图 | 2024年我国进口再生纸浆共414万吨。图为再生纸浆加工过程。摄影/章轲 《再生纸浆》国家标准征求意见稿已开始公开征求社会各界意见，截止时间为2026年1月20日。此 举旨在严格限制固体废物夹带进入国内，保护生态环境。 今年8月21日，第一财经独家发表 《禁废5年，"再生纸浆"三大问题浮出水面｜一线调研》 文章，率 先报道进口再生纸浆存在的问题。 10月9日，海关总署发布《关于进口再生纸浆申报要求的公告》；10月17日，海关总署、国家发展 和改革委员会、工业和信息化部、生态环境部、商务部、国家市场监督管理总局等六部门联手发布关 于规范进口再生纸浆监督监管有关事项的公告和《再生纸浆关键指标要求》，进一步规范进口再生纸 浆监督监管。 10月31日，《再生纸浆》国家标准修订计划获批准下达，全国造纸工业标准化技术委员会（下称"造 纸标委会"）负责组织该标准修订；11月14日，造纸标委会召开《再生纸浆》国家标准修订研讨会， 对《再生纸浆》国家标准的修订方案进行讨论，并于近日完成《再生纸浆》国家标准征求意见稿。 《再生纸浆 ...

2024年我国进口再生纸浆共414万吨，占回收浆总消耗量的6.1%。 《再生纸浆》国家标准征求意见稿已开始公开征求社会各界意见，截止时间为2026年1月20日。此举旨 在严格限制固体废物夹带进入国内，保护生态环境。 今年8月21日，第一财经独家发表《禁废5年，"再生纸浆"三大问题浮出水面｜一线调研》文章，率先报 道进口再生纸浆存在的问题。 10月9日，海关总署发布《关于进口再生纸浆申报要求的公告》；10月17日，海关总署、国家发展和改 革委员会、工业和信息化部、生态环境部、商务部、国家市场监督管理总局等六部门联手发布关于规范 进口再生纸浆监督监管有关事项的公告和《再生纸浆关键指标要求》，进一步规范进口再生纸浆监督监 管。 10月31日，《再生纸浆》国家标准修订计划获批准下达，全国造纸工业标准化技术委员会（下称"造纸 标委会"）负责组织该标准修订；11月14日，造纸标委会召开《再生纸浆》国家标准修订研讨会，对 《再生纸浆》国家标准的修订方案进行讨论，并于近日完成《再生纸浆》国家标准征求意见稿。 为维护我国生物安全和卫生安全，同时建议标准中补充"干法再生纸浆须在境外以适当方式进行消杀"的 要求。 据征求意见稿，《 ...

今年9月，青岛海关查获746.78吨以"再生纸浆"名义申报入境的货物。该货物为压缩褐色絮状浆包，有 异味，夹杂塑料片、金属等杂质。经专业机构鉴定，其属于国家禁止进口的固体废物。 2021年1月，我国全面禁止进口固体废物（俗称"禁废令"），其中就包括废纸。我国企业进口废纸等再 生纤维造新纸由来已久。"禁废令"的全面实施，要求从进口"纸"转变为进口"浆"，意在避免把污染物输 送到国内。 但目前，国内部分造纸企业在海外通过干法制浆，把废纸"干磨"成"纸浆"再进口，实则进口的还是废 纸。公开资料显示，2021年以来，全国发生多起海关查验出以"再生纸浆"名义进口固体废物并退运的案 例。 业内人士呼吁，应加强对进口再生纸浆监管，提高进口干法纸浆标准，加强技术创新，从而解决造纸原 料供应紧张、原料利用率不高等问题。 干法制浆工艺惹争议 2024年11月，海关总署公布打击"洋垃圾"典型案件。其中，厦门某进出口有限公司向海关申报一批再生 牛卡纸，申报数量为256.76吨。经查验，部分再生牛卡纸存在脏污、破损、霉变等情况。经鉴定，该批 再生牛卡纸中有65.57吨为固体废物。 业内专家表示，再生纸浆之所以会出现"带病"进口问题，缘 ...

近日，《再生纸浆》标准修订在征集意见之中，行业专家和海关对此高度关注。海关筑牢防范"洋垃 圾"入境的国门防线，对一些变相固废的不合格"干磨浆"严防死守，近年来，海关多次查办有异味、杂 质超标、霉变等不合格"干磨浆"，实为披着"再生纸浆"外衣的固体废物。然而业内一些企业，其中不乏 多家曾因进口不合格"干磨浆"被退运及处罚，为了一己之利，妄图通过干预国标修订和舆论施压，迫使 相关部门放松对"干磨浆"的监管。 "推动绿色可持续发展"是全面建设社会主义现代化国家的重要任务，这一要求不是空洞的口号，而是融 入到了各行各业的标准与流程之中，绿色发展是高质量发展的底色，正在成为经济社会发展的新引擎。 然而，当前颇具争议的"干磨浆"在多个方面与绿色发展背道而驰。 目前，我国废纸造纸企业进口的"干磨浆"，其主要原料为来自美国的废旧箱板纸（美废）。这些废纸先 出口至允许废纸进口、加工成本较低的东南亚国家，加工成"干磨浆"后再运至中国，变相替代"禁废"前 直接进口的美废，以降低成本，但降低成本绝不能以牺牲国内环境卫生与公共安全为代价！ 现有"干磨浆"工艺根本无法高效去除杂质和有害微生物，简单的机械干磨不仅造成纤维浪费，更将海外 未 ...

Report Summary 1. Industry Investment Rating No industry investment rating is provided in the report. 2. Core Viewpoint The pulp price has a clear bottom - support, but the upside space is limited. Investors can look for opportunities to go long at low prices during traditional peak seasons [2][3][97]. 3. Summary by Directory 3.1 2025 Pulp Trend Review - **Periodic Price and Volatility Trends**: From the beginning of the year to February 5, the SP price oscillated upwards with a 4.64% increase due to factors like rising foreign offers and increased import costs. From February 5 to May 6, it dropped by 19.34% because of oversupply and tariff conflicts. From May 6 to October 10, it was in a sideways oscillation with a slight decline of 0.82%. From October 10 to December 5, it oscillated strongly with a 9.61% increase [6][7][8]. - **Volatility Performance**: The annual volatility of pulp futures in 2025 was lower than the previous year. There were three obvious increases in volatility, which were affected by factors such as US tariff policies, "anti - involution" policies, and concerns about insufficient delivery products [10][11]. 3.2 2026 Pulp Operation Logic - **Supply Side**: - **Overseas Supply**: In 2026, overseas pulp production capacity is expected to increase. The supply of coniferous pulp is expected to remain stable, while the key variable for broad - leaf pulp lies in the OKI project. The appreciation of the euro in 2025 had a negative impact on the demand for pulp in Europe. The proportion of pulp shipped to China may decrease in 2026, but the overall overseas supply pressure will not ease [14][19][20]. - **Domestic Supply**: In 2026, domestic pulp production capacity is expected to increase by about 345 tons, with the supply pressure concentrated in the fourth quarter. The price of domestic wood chips is stabilizing, and the import of recycled pulp is tightening, which is conducive to raising the price of domestic pulp and providing a bottom reference for the market [29][31][32]. - **Demand Side**: - **Demand Structure Changes**: The growth in demand for white cardboard and tissue paper is expected to offset the decline in demand for cultural paper, driving a slight increase in the demand for pulp. However, over - capacity and oversupply make it difficult to raise downstream paper prices, limiting the upward space for pulp prices [48][49][67]. - **Cost Structure Adjustment**: Due to the long - term high price difference between coniferous and broad - leaf pulp, paper mills have been optimizing their pulp formulas. As the price difference narrows, some paper mills may increase the use of coniferous pulp [91]. 3.3 Conclusion and Investment Outlook - **Pulp Price Judgment in 2026**: The bottom of the pulp price is basically confirmed, but the upside is limited. The traditional peak seasons of "Golden Three, Silver Four" and "Golden Nine, Silver Ten" can be focused on, but the upward space during these periods may be restricted by factors such as inventory and supply [97][99]. - **Investment Outlook**: The pulp price has a clear bottom - support, and investors can look for opportunities to go long at low prices during traditional peak seasons [3][102].

天津海关： 我公司是一家纸板生产企业，近期计划进口再生纸浆。我们想了解一下，进口再生纸浆需要注意哪些内 容呢？ 天津读者李先生 李先生： 您好！再生纸浆是利用分类回收的纸、纸板及纸制品为原料，经拣选、碎解(干法或湿法)和筛选等处理 得到的纸浆。关于进口再生纸浆的细则，具体为您介绍如下： ■ 申报及装运要求 进口再生纸浆的海关商品编号为4706200000。在报关单备注栏需注明生产再生纸浆使用的工艺方法，根 据实际情况填写为"干法"或"湿法"。申报要素应符合相关规定要求，同一报关单下不能申报不同种类的 进口再生原料。 3.夹杂物(再生纸浆中的非植物纤维物质，不包括再生纸浆的包装物及在运输过程中需使用的其他物质) 含量≤0.50%。 4.未碎解的纤维组分含量(未得到碎解的、具有一定尺寸的纤维原料，仅适用于生产工艺方法为"干法"的 再生纸浆)： 进口再生纸浆不应与其他种类的再生原料或其他货物混装，不同生产工艺方法的进口再生纸浆不得混 装。 ■ 海关检验细则 1.海关检验地点： 原则上，海关在第一入境口岸对进口再生纸浆实施检验。海关总署可以根据便利对外贸易和进出口商品 检验工作的需要，指定在其他地点检验。 2.海关检 ...

Core Viewpoint - The article emphasizes the need for stricter regulation and management of imported recycled paper pulp to prevent environmental risks and promote a green, safe, and high-quality development in the paper industry [3][4][8]. Group 1: Regulatory Developments - Recent discussions among experts highlight the inadequacies in national standards for imported recycled paper pulp, particularly concerning the risks associated with "foreign waste" [3][4]. - The General Administration of Customs has issued new guidelines and requirements for the declaration of imported recycled paper pulp, aiming to enhance supervision and regulation [4][5]. - The approval of the revised national standard for recycled paper pulp is a significant step, with the Paper Industry Standardization Technical Committee responsible for its organization [5][10]. Group 2: Environmental and Safety Concerns - Experts have raised concerns about the dry processing method for producing recycled paper pulp, which lacks adequate purification processes and poses safety risks, including fire and explosion hazards [7][8]. - The current national standard (GB/T43393-2023) is criticized for its lack of mandatory constraints and insufficient specifications regarding biological safety and bacterial content in imported products [7][8]. - The absence of microbial testing indicators in the existing standards allows low-quality raw materials to enter the country, complicating customs regulation [8][9]. Group 3: Industry Consensus and Recommendations - The "Beijing Consensus" calls for strict enforcement of hard standards for imported recycled paper pulp, including prohibitions on rotten pulp and hazardous materials [8][9]. - The consensus advocates for the differentiation between dry and wet production methods in the revised national standards and suggests raising strength indicators to enhance quality control [8][9]. - Experts urge the paper industry to align with national carbon neutrality strategies and invest in green technology innovation [9][10]. Group 4: Market Dynamics and Future Outlook - In 2024, China is projected to import approximately 4.14 million tons of recycled paper pulp, with dry processed pulp accounting for about 3.8% of domestic pulp supply [10]. - The anticipated increase in domestic pulp production capacity to over 3.5 million tons by 2026-2027 is expected to reduce reliance on imports [10].

Core Viewpoint - The revision of the national standard for recycled pulp is aimed at regulating the import of recycled pulp and preventing environmental risks, with a focus on ensuring ecological safety and public health [1][2]. Group 1: Regulatory Developments - The National Market Supervision Administration has initiated a public consultation for the national standard project on recycled pulp, emphasizing the need for strict regulation of imported recycled pulp [1]. - A joint announcement by six government departments outlines that imported recycled pulp must be made from classified recycled paper and must meet the GB/T43393 national standard [1][2]. - The GB/T43393-2023 standard is set to be implemented on November 27, 2023, in response to the solid waste import ban that took effect on January 1, 2021 [1][2]. Group 2: Industry Concerns - Since the implementation of the waste paper import ban, there have been multiple cases of solid waste being imported under the guise of recycled pulp, leading to re-exportation [2]. - Experts have raised concerns about the "dry method" of producing recycled pulp, which fails to adequately remove harmful substances, leading to potential contamination [2]. - The current national standard lacks mandatory constraints and does not specify limits for biological safety and bacterial content in imported products [3]. Group 3: Recommendations and Future Outlook - Experts suggest that the revised national standard should clearly differentiate between "dry" and "wet" production methods and impose stricter quality requirements for inferior pulp imports [3]. - The industry is encouraged to support the import of compliant pulp and expand domestic pulping capacity to alleviate the current raw material shortages [3]. - Establishing a compliant and efficient import supply chain is essential for enhancing the competitiveness of the paper industry in terms of sustainability and hygiene [3].

Core Viewpoint - The recent focus on the import of recycled paper pulp has led to coordinated efforts by various government departments to enhance regulatory standards and oversight, aiming to mitigate environmental risks and promote sustainable development in the paper industry [1][2]. Regulatory Developments - On October 9, the General Administration of Customs issued a notice regarding the declaration requirements for imported recycled paper pulp [1]. - On October 17, six departments jointly released guidelines to standardize the supervision of imported recycled paper pulp [1]. - The national standard revision plan for recycled paper pulp was approved on October 31, with the National Technical Committee for Paper Industry Standards responsible for the revision [1]. - A seminar on the national standard revision was held on November 14 to discuss the proposed changes [1]. Industry Challenges - The current national standards for imported recycled paper pulp are deemed inadequate, raising concerns about the risk of "foreign waste" entering the country [1][2]. - Since 2021, there have been multiple instances of customs discovering suspected solid waste being imported under the guise of recycled paper pulp [2]. Expert Insights - Experts highlighted the limitations of the dry processing method for recycled paper pulp, which fails to adequately remove contaminants and poses safety hazards [3]. - The absence of microbial testing standards in current regulations allows substandard materials to enter the market, complicating customs oversight [3]. Proposed Standards and Recommendations - The "Beijing Consensus" calls for strict enforcement of hard standards for imported recycled paper pulp, including limits on contamination and the prohibition of hazardous materials [4]. - Recommendations include specifying production methods (dry or wet) in the national standards and enhancing strength requirements to improve quality control [4]. - The consensus emphasizes the need for increased regulatory oversight and the establishment of a robust regulatory framework to protect ecological safety [4]. Industry Responsibility and Future Directions - The paper industry is urged to align with national "dual carbon" strategies and invest in green technology innovation [5]. - Companies are encouraged to adopt responsible practices, comply with laws and standards, and eliminate outdated and unsafe processing methods [5]. - The recent regulatory changes signal a strong governmental commitment to reinforcing ecological safety and promoting high-quality development in the paper industry [5].