(from http://www.cnzhixiang.com)
The website of the national bureau of statistics (NBS) released the market price changes of important production materials in early December 2019.
According to the monitoring of market prices of 50 important production materials in 9 categories in 24 provincial (regional and municipal) circulation sectors, prices of 29 products rose, 18 fell and 3 remained flat in early December 2019 compared with late November.
In the field of forest products, the price of wood-based board is flat, compared with the previous period of pulp down 1.1%, corrugated than the previous period of 1.4%.
Corrugated prices continue to go up a big reason, is the market in early December has appeared nearly a hundred price letters, the highest increase in the original paper, has reached 200 yuan/ton.
Industry giants "price increase letter" and "stop the letter" fly together
In the past week, nine dragons paper, mountain eagle paper and other large paper companies to their own cattle card paper, corrugated paper prices of 50 to 100 yuan per ton, these paper giants last price was at the beginning of this month, the price range is similar to this time.Small range, high frequency, is the mainstream price rise, even a lot of paper mills within a week to raise prices twice, the highest single increase of 200 yuan/ton.
Jiangsu, zhejiang and Shanghai corrugated paper, cardboard October 1 to the price trend
This month's price increase letter is different from the past, basically did not give the downstream too much reaction time.The minimum response time is only one day.
In addition to the letter of increase, there are frequent recently stop the letter.On December 10, mountain eagle paper industry released the maintenance plan to suspend production for the Spring Festival after jiuliwen. The company's 15 paper machines located in five domestic production bases will be suspended for 4-20 days during January 20 solstice and February 15.
According to the past rule, the price increase and the suspension of the letter of a pair, will make the price more stable, the new price cycle continuity will also be longer.
Cardboard market rally continued
In early December, in just 10 days, more than 90 price increase letters appeared in east China, central China, southwest China and north China.In some areas, cardboard factory set off a number of rounds of price increases, some cardboard factory cumulative increase of up to 10%.
Into the middle of December, the cardboard market continued to rise.At the same time, affected by the cost pressure, carton price increase letter also appeared in the market.There are three factories said that carton enterprises belong to the traditional processing industry, the profit is entirely from the meager processing fees, unable to afford the rising prices of raw materials.
December 14 to 16, Shanghai, guizhou, jiangxi and other places, and a number of cardboard mills announced price increases of 5%, but the number of new price increases compared with the beginning of the month has been reduced.
Shanghai taigu qingfeng industrial co. LTD
From December 17, 2019, the unit price of all cardboard orders will be increased by 5% on the basis of the original price.
Guizhou wanlong printing co. LTD
From December 16, 2019, the unit price will be increased by 5%.
Jiangxi xinyi packaging co. LTD
The new cardboard price list will be implemented from December 15, 2019.
Shanghai fuguang packaging material co. LTD
The discount will be increased by 5% from 17:00 on December 14, 2019.
Shanghai fuzheng paper co. LTD
The discount will be increased by 5% from 17:00 on December 14, 2019.
Shanghai yong jiu packaging materials co. LTD
From 16:00 on December 14, 2019, the unit price of all cardboard orders will be increased by 5% on the basis of the original price.
Waste paper is paper first, cycle inflection point has come?
At the end of 2016, the price of corrugated paper tripled in one year, bringing fire to the whole paper industry. The root cause is the shortage of capacity caused by the environmental storm at that time, coupled with the country's restrictions on the import of waste paper, resulting in higher raw material costs.
The logic of this round of price increases is similar to that of previous rounds, with low inventories and rising cost pressures.
Inventory cycle, the major paper inventory are in the low, raw material inventory growth rate, indicating that the industry active destocking phase ended, has entered a passive destocking phase.In addition, by the end of 2020, the country plans to clear the quota of foreign waste imports, which may further increase the scarcity of raw materials.
At the cost end, the national waste (waste paper) price has shown an upward trend since November. Although the purchase price of waste paper dropped slightly this week, the paper mills have been strictly controlling the quality of waste paper.
In the a-share market, the cost control ability of sun paper industry, A cultural paper leader, is better than its peers. The company is the earliest papermaking enterprise to set up A factory overseas. The technology developed by the company to produce semi-chemical pulp instead of waste paper to produce box corrugated paper is becoming increasingly mature and entering A stable production period.
In 2020, imports of waste paper tightening, the sun paper industry to benefit the most obvious;The price of waste paper products rises and falls, and the performance of shanying paper industry, which has the most complete supply chain of raw materials, is remarkably flexible. The company has a capacity of 5.5 million tons of box tile paper in 2020, with controllable cost.
Many listed companies also revealed in the announcement of the cycle upward trend has come.
Chenming paper industry has said that since the third quarter of the industry boom continued to improve, the company's new production of two paper projects all play benefits, machine-made paper sales increased significantly year on year, the company's profitability significantly improved.
In recent years, the obvious expansion of bohui paper industry, has been four times in ningbo Asia, the reason is also because of the future development of the paper industry.