U.S. stock high-dividend map; flexible packaging industry chain: Amcor (Switzerland), Zijiang Enterprise (China), Yongxin Shares (China)

II. Synthetic Resin Foundation and Monolayer Film Stage (1950s–1970s) — The development of petrochemicals spurred the mass production of synthetic resins (e.g., polyethylene, polypropylene, polyester). Plastic films became the dominant material in flexible packaging, and monolayer films (e.g., PE bags) gained widespread application. The packaging industry began emphasizing cost-efficiency, production efficiency, basic protective performance, and convenience (e.g., heat-sealability). Among these, polyethylene (PE) film—owing to its excellent heat-sealability, flexibility, moisture barrier properties, and low cost—emerged as a revolutionary foundational material for flexible packaging. Biaxially oriented polypropylene (BOPP) film, with its high transparency, gloss, stiffness, printability, and moisture barrier, became the primary substrate for labels, biscuit packaging, confectionery packaging, and more. III. Rise of Composite Materials and Functional Exploration Stage (1970s–1990s) — Single-material performance proved insufficient to meet complex requirements (e.g., oxygen barrier, light blocking, aroma retention, retort resistance). Multi-layer composite structures thus became mainstream, achieving multifunctionality through combinations of different materials. Requirements for packaging performance—including barrier properties, temperature resistance, and mechanical strength—rose significantly. Dry lamination technology became the predominant method for producing high-performance multilayer composites (e.g., PET/AL/PE, BOPP/VMPET/PE), bonding diverse substrates via adhesives to deliver superior comprehensive performance (barrier, strength, heat sealability). IV. High-Performance, Eco-Friendly, and Process Refinement Stage (1990s–Present) — Environmental pressures (waste generation, resource consumption) have become key drivers, spurring research into material reduction, recyclability, and biodegradability. Manufacturing processes have evolved toward higher speed, greater efficiency, precision, and environmental sustainability. The flexible packaging industry chain includes: Figure: Plastic Flexible Packaging Industry Chain Upstream — Raw materials primarily consist of BOPP film, PET film, PE film and granules, CPP film and PP granules, etc. (where BOPP, CPP, and PP are polypropylene-based films; PE is polyethylene; PET is polyethylene terephthalate—not polystyrene, as misstated in original text). These are all petrochemical derivatives. According to Zhiyan Consulting, in China’s plastic flexible packaging industry product mix, composite films (bags) account for the largest share at 27.8%, followed by BOPP film packaging (20%), plastic shopping bags (12.1%), and BOPET film packaging (11.8%). Figure: Primary Downstream Applications of Plastic Flexible Packaging Midstream — The plastic packaging industry is highly fragmented. According to Qianzhan Industry Research Institute, China’s plastic packaging industry CR3 (combined market share of top three firms) stood at 5.08% and CR5 at 6.26% in 2020. Leading companies in the first-tier include Amcor, Zijiang Enterprise, and Yongxin Shares. Figure: Competitive Tiering in China’s Plastic Packaging Industry Downstream — Major end-use sectors include food, daily chemicals, and pharmaceuticals. Food accounts for 61.2% of total applications; daily chemical products and pharmaceuticals represent 14.8% and 10.4%, respectively. Figure: Primary Downstream Applications of Plastic Flexible Packaging From the perspective of recent growth expectations among industry chain participants: Figure: Consensus Forecasts — Seminar Announcement — On July 19–20, 2025, we will host the offline premium seminar “DCF Discounted Cash Flow Modeling: A Rapid-Skill-Building Guide.” Packed with practical, hands-on modeling insights, this seminar aims to help participants avoid common pitfalls and accelerate proficiency.

September 9 Printing & Packaging Industry Brief: Amcor divests five non-core assets to focus on high-margin businesses; global corrugated packaging market reaches USD 265 billion

This article is provided by Qbao Intelligence—a customized enterprise intelligence platform. Original link: September 9 Printing & Packaging Industry Intelligence Summary — Multinational Giants Divest Inefficient Capacity; Structural Contraction Forces Industry Upgrade Toward Value Creation | Qbao Intelligence Key Changes This Period This period features three structural shifts in the industry: First, multinational giants are divesting inefficient assets and restructuring operations, adopting centralized resource allocation to counteract structural contraction in traditional markets. Second, competitive logic is shifting from scale expansion to value creation, with automation and green innovation emerging as critical determinants of corporate survival. Third, packaging enterprises are accelerating asset optimization—focusing on high-potential regions and high-margin businesses to hedge against cost pressures and enhance earnings resilience. Corporate Integration and Asset Optimization After acquiring Berry Global, Amcor pivots to an integrated offensive strategy, divesting non-core assets to concentrate on high-margin businesses. Following its acquisition of Berry Global, Amcor has shifted strategic focus toward full-spectrum integration. Its bundled 'bottle + cap' solution secured nearly USD 140 million in new orders within the first year, achieving 50% of its synergy target. In the second half of the year, Amcor divested five non-core assets to sharpen focus on its USD 21-billion high-margin business portfolio. It plans to recover USD 500 million in working capital within the next 12 months and expects to realize a total of USD 650 million in synergies by the end of 2027—marking its entry into a new era of stable, normalized operations. Hexing Packaging acquired a Fujian paperboard plant and divested underperforming assets to concentrate on high-potential regions. Hexing Packaging successfully acquired Quanzhou Xingxinyi Packaging Co., Ltd. in Hui’an, Fujian, while divesting two subsidiaries in Jiangxi. This move aims to shed inefficient assets and concentrate resources on high-potential regions. The newly acquired company operates intelligent, high-speed corrugated board production lines and maintains a stable customer base. All five of Hexing’s core subsidiaries delivered strong results, each posting net profits exceeding RMB 10 million and collectively contributing over 10% to group-level profitability. The group is deepening customer value, upgrading its business structure, and implementing lean operations to offset cost pressures and consolidate its industry leadership. Declining market share of multinational packaging firms in China; Chinese acquirers face costly integration and profit pressure. Foreign packaging giants operating in China face a paradox: rising investment but shrinking market share. Tetra Pak’s aseptic packaging share in China dropped from 80.8% to approximately 50%, and it exited the easily replicable metal-can segment. Ball sold its China business to Origin Packaging; International Paper divested its Asian corrugated packaging assets. Yet Chinese acquirers—though gaining scale—face mounting integration costs and profit pressure, indicating that synergies remain elusive and profitability unbalanced. Sappi and UPM restructure printing paper operations, proactively slimming down amid structural demand decline. Sappi Europe and UPM plan to jointly establish an independent joint venture, each holding a 50% stake, to consolidate their respective printing paper businesses. This move responds to a structural collapse in European printing paper demand—down more than 60%—and forecasts a further decline to ~8 million tons. The aim is to optimize inefficient capacity through centralized scheduling, preventing domestic supply chains from being displaced by low-cost imported alternatives due to runaway cost inflation. The proposed joint venture is currently undergoing EU antitrust review. Market Structure and Trend Evolution The global corrugated packaging market totals USD 26.5 billion, with automation and green innovation becoming decisive competitive thresholds. The global corrugated packaging market is projected to grow from USD 24 billion to USD 26.5 billion. However, the growth driver has fundamentally shifted: e-commerce now serves as the primary engine, fueling increased demand for packaging in electronics and personal care categories.

Amcor plc Leads the Highly Fragmented Caps and Closures Market with a 5% Share

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Amcor plc leads the fragmented caps and closures market with a 5% share, as the sector projects $108 billion value by 2030. Key growth drivers include sustainability regulations, aseptic packaging demands, and pharmaceutical safety requirements.

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