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Taiwan's Paper Giants See Q4 Revenue Boost from Seasonal Demand
Process Industries · Pulp & Paper · economic_daily · 2026-11-01
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Taiwanese paper manufacturers including Cheng Loong, Long Chen, and YFY are reporting stronger Q4 performance driven by year-end e-commerce and holiday demand.
What Happened
Seasonal Demand Surge: The fourth quarter marks the traditional peak season for the industrial paper sector, driven by major e-commerce events like China's Singles' Day and year-end holiday shopping. Increased demand for corrugated boxes and packaging materials is helping to tighten supply and improve market conditions.
Growth in Vietnam: Cheng Loong is seeing significant momentum in its Vietnam operations, which are expected to outperform Q3 levels. Strong demand for holiday-related packaging in international markets continues to provide a solid foundation for the company's export-oriented growth.
Company Performance: Long Chen is gradually recovering from the cyclical lows in the Chinese industrial paper market, with higher capacity utilization expected. Meanwhile, YFY continues to benefit from robust demand in the Vietnamese packaging sector, supported by consistent orders from the electronics and manufacturing industries.
Market Outlook: Analysts suggest that the combination of inventory restocking by downstream clients and disciplined supply management by major paper mills is improving the industry's outlook. The three major paper manufacturers are well-positioned to see a meaningful revenue recovery as they head into the end of the year.
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