Baby Diaper Raw Material SSS Spunbond Nonwoven Fabric

In the first half of 2025, Hengan Group reported a revenue of RMB 11.808 billion, with a net profit of RMB 1.373 billion, down 2.6% year-on-year. Despite a challenging market environment, the group focused on enhancing its competitive edge through product innovation and market expansion. The tissue and wet wipes business saw a 3.2% sales increase, driven by high-end products and cost management. The hygiene products business faced a 14.4% sales decline, though there were growth areas like the "Tianshan Cotton" sanitary napkins and adult diapers. E-commerce and new retail channels grew, contributing significantly to overall sales. Internationally, operations in Malaysia showed promising growth, with plans to expand into Southeast Asian markets. Looking ahead, Hengan Group plans capacity expansion and technological upgrades to meet consumer demands and strengthen its market position.

Metsä Group's 2025 January-June financial report shows that sales reached €3.069 billion (vs €2.937 billion in 2024 H1), with operating profit at €6 million (vs €46 million) and comparable operating profit at €44 million (vs €57 million). In Q2 2025 (April-June), sales were €1.426 billion (vs €1.480 billion in 2024 Q2), with operating profit at -€46 million (vs -€12 million) and comparable operating profit at -€37 million (vs -€13 million). Key Q2 events include a 5% rise in softwood pulp prices in Europe and a 6% drop in China, temporary pulp production reduction at Joutseno mill, permanent closure of Tako board mill, and Jussi Vanhanen taking office as President and CEO on July 1. The Q3 2025 comparable operating profit is expected to be lower than Q2. Post-reporting period, Metsä Group initiates a cost-saving program targeting €300 million annual savings by 2026 end, focusing on procurement, logistics, and fixed costs.

This report outlines China's imports and exports of lifestyle paper, absorbent hygiene products, and wet wipes in the first half of 2025. It highlights a significant growth in exports, including finished paper, baby diapers, and wet wipes, while imports remain stable or limited.

Kazakhstan's diaper market has seen significant growth in recent years, with an annual sales volume of 120 million to 150 million USD in 2024, dominated by imported products. Growth is driven by factors such as a large population of children aged 0-14, expanding middle class, and channel expansion. The market is expected to maintain an 8%-10% CAGR from 2025 to 2030. International brands hold about 60% of the market share, while local and Chinese brands are growing in the mid-to-low-end market. Challenges include high import dependence, insufficient local production capacity, and strict compliance thresholds. Policies support maternal and infant consumption, and technological innovation in smart and environmentally friendly products is emerging. The market is in rapid growth, with the size expected to exceed 180 million USD in 2025, offering opportunities for enterprises.

In the first half of 2025, Brazil's wood pulp exports totaled 11.1 million tons, a year-on-year increase of 18.1%, with 328 port calls, up 14.7% YoY. The growth was mainly driven by revived demand from China and the US, a stronger dollar, rising prices, and ongoing operations of new projects. Major ports like Santos, Porto de Sergipe, and Rio Grande all saw export growth. However, the US's new 50% tariff brings uncertainty, and a global economic slowdown may suppress demand, possibly shifting exports to Europe and Asia.

Procter & Gamble (P&G) released its financial report for the fiscal year 2025, showing net sales of approximately $84.284 billion, essentially flat year-over-year. However, organic sales grew by 2% when excluding currency fluctuations, acquisitions, and asset disposals. P&G's operating income increased by 10% to $20.451 billion, and net income rose by 7% to $16.065 billion. In the fourth quarter, net sales were $20.889 billion, with a 2% year-over-year growth. The baby, feminine, and family care segment saw a 1% increase in organic sales, driven by price and product mix improvements and higher sales volumes. P&G expects total sales to grow by 1% to 5% and organic sales to increase by 0% to 4% in the fiscal year 2026.

Kimberly-Clark's Q2 2025 net sales fell 1.6% to $4.163 billion, yet organic sales rose 3.9% on strong volume gains and favorable product mix. North America delivered $2.73 billion in sales with 4.3% organic growth, while International Personal Care posted $1.433 billion, up 0.4%. First-half sales totaled $8.217 billion, down 4.0%. Management expects full-year organic growth to outpace the category and projects low-to-mid single-digit increases in adjusted operating profit and earnings per share.

Kao achieved ¥809.02B in H1 2025 net sales (+2.7% YoY), with operating income jumping 19.9% to ¥69.47B despite supply chain disruptions and sluggish Japanese demand. Key challenges included 7.4% Asian sales decline and geopolitical risks. Successful marketing of Laurier sanitary napkins in China and Merries diaper profitability in Japan drove partial growth. The company raised its full-year sales target to ¥1.69T (+3.8%) and announced an ¥80B stock buyback, while flagging currency volatility and Chinese competition as ongoing risks.

This report provides an in - depth analysis of the Iranian diaper market, highlighting its strategic importance as an emerging hotspot in the Middle East. With a market value of $120 million in 2023 and an average annual growth rate of 8%, the market is driven by factors such as a young population, urbanization, and rising e - commerce penetration. Key players include both local and international brands, with a growing trend towards localization. The report examines consumer preferences shifting towards quality and eco - friendly products, the impact of economic policies, and the regulatory environment. It also explores challenges such as import dependency and inconsistent quality, while identifying opportunities for local production and sustainable innovation. Looking ahead to 2030, the market is expected to exceed $200 million, presenting significant growth opportunities for investors and manufacturers.

Unicharm's financial report for the first half of 2025 shows a net sales figure of 464.17 billion yen, marking a 4.8% year-on-year decline. The core business profit decreased by 22.0%, while net income attributable to the parent company's owners increased by 5.5%. The company faced challenges due to varying economic recoveries and consumer trends globally, as well as uncertainties in U.S. tariff policies. In Asia, economic uncertainty and declining birth rates led to a downgrade trend in baby care products, while competition in the e-commerce sector intensified. However, demand remained strong in the Middle East and North America. Unicharm's personal care products business saw a 6.9% decline in net sales, while the pet care business grew by 6.3%. Strategic initiatives in adult care, feminine care, and baby care products were implemented in various regions to address local needs and drive future growth.