As the United States exerts influence on the global trade system through tariff increases and other unilateral measures, the international market is undergoing profound structural changes. The dominance of the US dollar is being challenged, and the multilateral trade order is poised for reshaping. For Chinese paper exporters, this represents not only a challenge, but also a strategic opportunity to seek new avenues of growth.
Historically, China’s paper exports—represented by products such as coated one-side white board (C1S) and kraft back white-lined chipboard (KWLC)—have relied heavily on markets in North America and Europe. However, amid shifting global trade dynamics and growing policy uncertainty, Chinese enterprises are actively pursuing diversified market strategies. At the same time, emerging markets across Europe, the Middle East, and Southeast Asia are accelerating local currency settlement and regional trade cooperation. The steady progress of renminbi internationalization has significantly enhanced the flexibility and resilience of China’s paper trade, laying a solid foundation for deeper engagement with Belt and Road Initiative (BRI) countries and emerging economies.
As Nobel Laureate Michael Spence has observed, a new multilateral trade framework—less dependent on the United States—is beginning to take shape. Within this evolving landscape, Chinese paper companies can mitigate exchange rate and tariff risks by developing regional supply chains, expanding overseas warehousing networks, and participating in local currency trade. In parallel, enterprises should accelerate efforts in product localization, environmental certification, and brand development to align with the global shift toward green trade practices.
Moreover, increasing international attention on replacing plastic with paper-based packaging is creating new space for the acceptance and value-added potential of Chinese paper products in overseas markets. At this critical juncture of global trade reorganization, China’s paper export industry must proactively adjust its strategies and take part in shaping future trade rules. Only by moving from price-based competition to value-driven export can Chinese enterprises gain greater influence and achieve sustainable success in the new global landscape.
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