The hottest PE pays less attention to the packagin

2022-10-02
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PE pays less attention to the packaging of paper consumer goods, and environmental friendly paper is favored.

according to the statistics of cvsource, a financial data product under ChinaVenture investment group, since 2007, a total of 29 domestic paper-making enterprises have received vc/pe institutional financing, with a cumulative financing scale of $120million, and an average single financing scale of only $4.1 million. Its financing scale increased slightly from 2007 to 2010, which was mainly due to the rapid growth of the domestic economy and the explosive demand of the downstream consumer goods industry. After 2011, it began to show a significant decline, mainly due to the domestic vc/pe institutions taking a tightening investment strategy for the entire consumer goods industry under the demographic dividend

cvresearch invests in the Research Institute. Dr. Yao Jun, vice president of Siemens process industry and drive group and general manager of automation department in Germany, put forward the Institute's analysis that, driven by the strong domestic demand for consumer goods, PE can appropriately move forward to the consumer goods packaging industry. With a full sense of design and environmental protection, it is a typical demonstration representative enterprise of the national military and civilian integration, and the only recyclable cardboard, recyclable and biodegradable paper production and packaging enterprise in Xinjiang with the enterprise concept of ordnance 4 system certification one by one. In particular, with the good development trend of it consumer goods, PE Institutions of environmental protection paper packaging enterprises that master the resources of many well-known consumer goods manufacturing enterprises can pay appropriate attention

environmentally friendly paper packaging enterprises are favored by the market

the consumer goods industry has always been the focus of vc/pe institutions. However, with the continuous expansion of the domestic consumer market, some paper industries that provide packaging for consumer goods enterprises are also rising in the market. PE Institutions, while frequently dealing with consumer goods manufacturing enterprises, began to shift their attention to the front end of the industrial chain and pay attention to the field of consumer goods packaging with rich customer resources

the upstream industries of consumer goods packaging industry are mainly paper, resin and cloth industries. Generally speaking, the paper industry is in a completely competitive state, and its price is directly determined by the relationship between supply and demand. Generally, when the economic development is good, the downstream consumer goods industry has a large demand, the development of the packaging industry will also show a good development trend, and the paper packaging cost will rise relatively. In terms of the current overall trend of the industry, compared with resin and cloth, paper packaging is gradually favored by more downstream enterprises because of its leading environmental protection and price advantages

the downstream industries of consumer goods packaging industry are relatively broad, including snack food, beverages, daily chemical products, luxury accessories such as clocks, bags, jewelry, etc. today's packaging is not limited to protecting products from damage, but to a greater extent tends to be packaging products with a sense of design and environmental protection concepts, which can add color and economy to products. Especially for some enterprises that specialize in packaging luxury goods, their products have high added value and considerable profits, but the barriers to entry are relatively high, which requires a certain accumulation of company brands

therefore, some environmentally friendly paper material production enterprises, such as recyclable cardboard, recyclable and biodegradable paper production and packaging enterprises, are gradually approaching the vision of investors. Compared with the huge downstream consumer goods industry, the market scale of paper packaging industry is relatively small, but usually one enterprise can supply multiple downstream enterprises. Therefore, the impact of economic operation cycle on enterprises is greatly reduced, and the investment risk is relatively small

in the past seven years, PE institutions have invested $120million in the paper industry

according to the statistics of cvsource, a financial data product of ChinaVenture investment group, 200 has become an indispensable part of daily life. So far, 29 domestic paper enterprises have received vc/pe institutional financing, with a cumulative financing scale of $120million, and the average single financing scale is only $4.1 million. Its financing scale increased slightly from 2007 to 2010, which was mainly due to the rapid growth of the domestic economy and the explosive demand of the downstream consumer goods industry. After 2011, it began to show a significant decline, mainly due to the domestic vc/pe institutions taking a tightening investment strategy for the entire consumer goods industry under the demographic dividend

from the perspective of various sub sectors, compared with other operation links in industrial and agricultural production, packaging material enterprises have obtained the largest financing scale of US $73.53 million, accounting for 62%. The financing scale of cultural paper and household paper is slightly lower, US $15.69 million and US $15.09 million, respectively, accounting for 13% (see Figure 2). In 2009, Cathay Pacific Finance invested 140million yuan in Youyuan international, a tissue packaging paper manufacturer, accounting for 11.78% of the shares, which has become the largest case of financing in the domestic paper packaging industry since 2007

according to the statistics of cvresearch Investment Research Institute, up to now, 43 A-share paper companies have entered the capital market, including 15 IPO companies since 2007, with a cumulative financing scale of $1.977 billion. Among these enterprises, five paper-making enterprises have received capital injections from vc/pe institutions, among which Shanghai Lvxin was listed, Junlian capital and DCM received 6.86 times the book return, and Zhongshun roujie was listed, bringing 10.19 times the ultra-high return to Caltex investment

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