On September 25, 2025 (U.S. time), the U.S. Department of Commerce issued an announcement that dropped a bombshell on China's pulp molding industry—it made a final ruling on anti-dumping and countervailing duty (AD/CVD) investigations into "Thermoformed Molded Fiber Products" originating from China and Vietnam. Launched officially on October 29, 2024, this nearly year-long investigation resulted in a drastically wide range of duty rates, delivering a severe blow to Chinese pulp molding enterprises and triggering deep anxiety across the industry regarding overcapacity and future development paths.
The final anti-dumping ruling shows that the dumping margin for Chinese producers/exporters ranges from 49.08% to 477.97%, while that for Vietnamese producers/exporters is between 4.58% and 260.56%. In terms of the final countervailing duty ruling, the duty rate range for relevant Chinese enterprises is 7.56% to 319.92%, and for Vietnamese producers/exporters, it is 5.06% to 200.70%. In accordance with U.S. AD/CVD duty collection rules, enterprises are required to pay both anti-dumping and countervailing duties. For some enterprises, the combined duty rate exceeds 300%, which means that the involved products made in China have almost lost the possibility of direct export to the U.S. Essentially, this final ruling has blocked the industry's direct export channel from China to the U.S., and the global supply chain structure is facing reorganization.
For China's pulp molding industry, which is highly dependent on the U.S. and European markets, this impact can be described as "devastating." Take some key export regions as examples: a large proportion of local industry products previously flowed to the U.S. and European markets, and the closure of the U.S. market has directly cut off their core export routes. Industry insiders analyze that with the blockage of export channels to the U.S., the domestic production capacity originally prepared for the U.S. market will quickly become surplus. Competition in non-U.S. markets will intensify significantly, and some small and medium-sized enterprises may face a survival crisis characterized by a sharp drop in orders and idle production capacity.
Facing this "life-or-death dilemma," some leading enterprises have begun to seek breakthroughs by establishing overseas factories and transferring production capacity—such as setting up production bases in Southeast Asia, North America, and other regions—to try to avoid tariff barriers. However, it should be noted that Southeast Asia is not a long-term safe haven. Vietnamese enterprises were also included in this final ruling, and the high duty rates still deal a heavy blow to enterprises that have laid out their businesses there. During the process of overseas factory construction, issues such as equipment adaptability, production launch efficiency, and cost control have become core challenges for enterprises to break through—and this has made the equipment innovation and solutions of Guangzhou Nanya Pulp Molding Equipment Co., Ltd. a key support for the industry to overcome difficulties.
As a leading enterprise deeply engaged in the pulp molding equipment field, Guangzhou Nanya, with its accurate insight into industry pain points, provides customers with full-process solutions to cope with U.S. AD/CVD measures through modular, intelligent, and multi-scenario adaptive equipment technology. To address the core demand of enterprises for "speeding up construction and launching production quickly for overseas factories," Guangzhou Nanya has launched the modular fully automatic pulp molding tableware production line. Through standardized module design and rapid assembly technology, the equipment installation cycle for overseas factories has been shortened from the traditional 45 days to 30 days, greatly reducing the time required for production capacity to be put into operation. Previously, when an enterprise built a factory in Southeast Asia, it quickly released production capacity with the help of this production line, promptly undertook original U.S. orders, and effectively reduced losses caused by the impact of AD/CVD measures.
In the face of fluctuating duty rates and raw material differences in different regions, Guangzhou Nanya's multi-condition adaptive production line demonstrates irreplaceable advantages. This production line can intelligently adjust pulp concentration and molding parameters according to the characteristics of raw materials in the target market (such as bagasse pulp in Southeast Asia and wood pulp in North America). Combined with the rapid mold change system (mold change time ≤ 30 minutes), it can not only meet the process requirements for environmentally certified products in the U.S. and European markets but also flexibly switch to product standards of non-U.S. markets such as the Middle East and South America. This helps enterprises achieve "one factory, multiple market coverage" and avoid the risks of relying on a single market. For the "localized production" needs of some enterprises, Guangzhou Nanya has developed an intelligent compact production line. With its compact design, it is suitable for the renovation of idle factories, and its energy consumption is 25% lower than that of traditional equipment. While controlling local production costs, it helps enterprises comply with the policy requirements of overseas markets and avoid tariff barriers.
Against the backdrop of intensified competition in non-U.S. markets, Guangzhou Nanya further empowers customers to build core competitiveness through technological upgrading. Its independently developed fluorine-free oil-resistant dedicated production line integrates a high-precision spraying module and an intelligent temperature control system, enabling stable production of products that meet international certifications such as the EU's OK Compost Home. This helps customers quickly enter the high-end catering packaging market in Europe. The supporting online visual inspection system can stabilize the product qualification rate above 99.5%, significantly enhancing the brand reputation of enterprises in emerging markets. In addition, Guangzhou Nanya also provides customized process optimization services. Based on the product standards and production capacity requirements of customers' target markets, it tailor-makes adjustments to production line parameters to ensure that the equipment can efficiently adapt to local market needs once it is put into operation.
Up to now, Guangzhou Nanya has provided equipment solutions for more than 20 overseas factories in regions such as Southeast Asia, North America, and South America. Relying on its core advantages of "rapid implementation, flexible adaptation, and cost reduction with efficiency improvement," it has helped many customers achieve production capacity restructuring and market expansion under the impact of AD/CVD measures. For example, with the support of its production line, a factory in Southeast Asia not only quickly undertook original U.S. orders but also successfully entered neighboring non-U.S. markets, with the product gross profit margin increasing by 12% compared with before. This fully verifies the practical value of Guangzhou Nanya's equipment and solutions.
Under the dual pressures of overcapacity and trade barriers, "going global" to deploy production capacity and "digging deep" to explore non-U.S. markets have become key directions for pulp molding enterprises to break through. Through the three-dimensional empowerment of "fast production launch" via modular fully automatic production lines, "multi-market coverage" through multi-condition adaptive equipment, and "strong competitiveness" through technological upgrading solutions, Guangzhou Nanya is providing the optimal solution for the industry to cope with U.S. AD/CVD measures. In the future, Guangzhou Nanya will continue to focus on equipment technology iteration, optimize solutions based on emerging market policies and raw material characteristics, and help more pulp molding enterprises break through trade barriers and gain a firm foothold in the global market.
Post time: Oct-09-2025