[Industry News]


Release time:

Jan 15,2026

Accelerated Global Layout and Deepened Regional Coordination: Pulp Molding Equipment Enterprises Enter a Critical Period of Capacity Restructuring

Preface

Driven by the global "dual carbon" goal and plastic ban policies, the pulp molding industry ushered in a golden period. The equipment sector is advancing capacity restructuring centered on globalization, intelligence, and regional coordination. Leading enterprises are accelerating their overseas expansion, differentiated competition among regional clusters is prominent, and industry concentration is improving. This article sorts out the characteristics of enterprise dynamics and capacity layout in 2026, and analyzes the strategic logic for reference.

I. Leading Enterprises Drive Global Expansion, Achieving Breakthroughs in Overseas Capacity Layout

Leading equipment enterprises are accelerating global layout, with accelerated landing of overseas capacity. In January 2026, Zhongxin Co., Ltd. announced that it would invest 36 million US dollars through its Thai subsidiary to build a 20,000-ton/year pulp molding tableware project in the United States, phasing in to meet North American customized needs. This marks the enterprise's transformation from equipment export to a full-chain overseas layout of "equipment + capacity + services"; Southeast Asia and Europe are key areas for overseas layout. The second phase of Zhongxin's Thai 50,000-ton capacity has entered trial production with simultaneous technological upgrading. Domestic enterprises expand overseas with cost-effectiveness advantages, with exports reaching 980 million US dollars in 2024, a year-on-year increase of 26.5%. They enhance competitiveness through overseas localized service networks and optimize global capacity coordination.

 

II. Differentiated and Coordinated Domestic Regional Layout, Parallel Cluster Effects and Gradient Transfer

Domestic capacity presents a pattern of "eastern agglomeration and upgrading, central and western gradient undertaking". East China has become a core area for high-end capacity relying on industrial chain advantages, with enterprises in Jiangsu and Zhejiang accounting for nearly 40% of the national total, and clusters in Ruian and Yongjia, Zhejiang forming a complete industrial chain; South China focuses on modularization and rapid mold change technology to meet small-batch and multi-variety needs; Jiangsu focuses on high-automation production lines, and its PLC control system has strong overseas competitiveness; the central and western regions undertake transfer by virtue of raw material and policy advantages. Investment in related projects in Guangxi increased by 210% in 2024, and Anhui and Hubei attract leading enterprises to layout special capacity, forming a regional coordination pattern.

 

III. Capacity Structure Transforms to High-End, Intelligence and Scenario Adaptation Become Core Directions

The industry is shifting from "scale priority" to "quality priority", with the proportion of high-end and intelligent capacity increasing. Currently, low-end capacity accounts for 41.3% and high-end only 28.7%. Leading enterprises increase intelligent investment, introducing fully automatic systems and AI quality inspection. The fifth-generation production line of a Jiangsu leading enterprise reduces energy consumption by 23.5%, achieves a cycle of 120 molds per minute, and has built 17 overseas demonstration lines; scenario-based customization has become the core of competition. Enterprises accurately layout special capacity for e-commerce, medical care and other fields, with the gross profit margin in the medical field reaching 48.6%. Digital transformation upgrades capacity management, 27 enterprises have passed the intelligent manufacturing level 3 certification, and the carbon data management platform will become an access threshold for global bidding in 2026, with competition shifting to data intelligence.

 

Conclusion

Capacity Restructuring Drives Industry Shuffling, Core Competitiveness Shifts to Comprehensive Service Capability

In summary, the pulp molding equipment industry in 2026 presents the characteristics of globalization, regional coordination, and high-end intelligence. Leading enterprises dominate capacity restructuring and overseas penetration, accelerating industry shuffling; in the future, enterprises need to focus on the comprehensive capability of "globalization + intelligence + scenario-based services", optimize layout, and innovate and upgrade to seize development opportunities.

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