The non-woven bag market is currently experiencing significant growth, driven primarily by global environmental policies and consumption upgrades. The following is an analysis of key trends:

Policy Direction: Plastic restrictions continue to tighten around the world, and China's 14th Five-Year Plan explicitly lists non-woven bags as a key alternative to plastic products. This is driving market growth at an annual rate exceeding 15%, with the global market projected to exceed 41.3 billion yuan by 2030.

Upgrading Consumer Demand: Young consumers (over 60% aged 25-35) prefer environmentally friendly and personalized products, driving demand for high-end customization. For example, demand for differentiated designs, lightweight materials, and multifunctional products (such as waterproof and antibacterial) is surging in supermarkets, takeout, and gifting.

Leading companies are building competitive advantages through a comprehensive industry chain presence and technological R&D. For example, Shandong Kaisen New Materials uses a closed-loop production model to reduce energy consumption by 20% and develop high-strength composite nonwoven fabric technology. The industry's technological investment has increased to 8%-10%, driving product profit margins above the industry average by 30%. Digital printing, biodegradable materials (PLA-based nonwovens), and intelligent production equipment have become key innovation areas.

East China and South China account for over 55% of global production capacity. Zhejiang Province, leveraging its industrial cluster advantages (raw material supply and comprehensive processing facilities), has become a core production base. Southeast Asia, with its labor costs and tariff advantages, is attracting multinational companies to accelerate capacity relocation.

Leading companies have strengthened their brand premium through ISO14001 certification and green manufacturing systems. However, industry concentration is low (CR5 is less than 25%), and small and medium-sized enterprises face raw material price fluctuations (PP resin prices fluctuate by 15% annually) and pressure from homogeneous competition. New entrants are advised to focus on niche areas (such as medical-grade nonwoven bags), strengthen customer service (providing full-cycle solutions from design, production, and recycling), and monitor compliance risks such as EU REACH regulations.

It is estimated that the penetration rate of non-woven bags in emerging applications such as fresh food delivery and cross-border e-commerce packaging will reach 30% between 2025 and 2030. At the same time, recycling technologies (such as chemically recycled recycled fibers) and carbon footprint certification will become key competitive differentiation. Investors are advised to focus on companies with technological expertise and ESG management capabilities.