The hottest paper and packaging Market Bulletin 20

2022-09-28
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Papermaking and packaging market briefing (November 16, 2018)

1. China's large-scale import of daily waste has led to a 15% price increase by Japanese giants

Japanese paper giants collectively raised the price of waste paper as a raw material for corrugated paper this month. This is due to the trade friction between the United States and China, which led China to shift the source of waste paper imports from the United States to Japan and began to make a large number of acquisitions. The reasons for the price increase also include the rise in fuel and logistics prices. If the impact is long-term, it may impose a burden on consumers. The subsidiary of Japanese paper company "Japan Donghai industrial paper supply company" will raise the price of corrugated base paper by more than 15% from the delivery on the 21st

2. Two more paper mills have raised prices, and experts predict that it is difficult to form a large-scale rise pattern.

recently, two more paper mills issued price increase letters. Taizhou Forest Paper Co., Ltd. and Xinxiang Henry Environmental Protection Technology Co., Ltd. announced that kraft paper and corrugated paper will be increased by/ton on the basis of the original price. In addition, Dongguan nine dragons and Fujian Liansheng, which previously announced price increases, currently there are four paper mills that have issued price increase letters on the market, but most of them are still in a stable state

according to the analysis of industry experts, this round of price increases may be difficult to form a multi regional, large-scale, high growth pattern. If you want a comprehensive and substantial rise, I'm afraid it's still too early

3. From January to September, the profits of paper and paperboard container enterprises increased slightly year-on-year, and the profit margin fell year-on-year

recently, the China Packaging Federation released the economic operation Bulletin of the paper and paperboard container industry in September 2018. Among them, the main economic benefit indicators are: from January to September, enterprises above Designated Size in the paper and paperboard container manufacturing industry realized a profit of 10.663 billion, an increase of 2.81% year-on-year; From January to September, the cumulative main business income profit margin of the paper and paperboard container manufacturing industry was 4 77%, a year-on-year increase of -0.27%

the operating rate of the carton board industry fell in April and October

the operating rate of the carton board industry fell in October, down 5.23 percentage points month on month, down 13.45 percentage points compared with last year. In October, after the rapid rise of the carton board market, it entered the downward channel again. Due to the continued weak downstream demand, the supply pressure of paper enterprises was large, especially during the National Day holiday, a lot of paper enterprises were shut down for maintenance, resulting in a significant decline in the start-up of the industry during the month. Among them, construction starts in Tianjin, Henan, Sichuan and Chongqing, Hebei, Fujian and Guangdong fell by 12.51, 12.11, 7.56, 8.94, 6.55 and 5.39 percentage points respectively, which greatly lowered the level of construction starts in the industry

5. The weakening of two factors supporting waste paper and the great downward pressure on waste paper are common difficulties faced by third tier cities.

recently, the domestic waste yellowboard market has fallen into a downturn, and the price of waste yellowboard is easy to fall but difficult to rise. We believe that there are two main reasons for the current market downturn: first, the marginal slowdown of waste paper import tightening; Second, the sluggish demand for finished paper continues

6. The maximum reduction of waste paper price on November 15 was 50/ton

the maximum reduction of waste paper price on November 15, 2018 was 50/ton, and the waste paper index was 1985.80, down 0.04% month on month. Decrease in East China/ton

industrial data

1. Raw material price index

chart 1: total pulp price index

from March to mid and late July this year, the total pulp price index rose gently, entered the adjustment period in mid and late August, and the total pulp price index continued to adjust recently

chart 2: domestic main waste paper prices

domestic main waste paper prices are divided. Recently, the price of yellow paperboard has fallen significantly, and the price of old newspapers is at a high level

chart 3: the price of major imported waste paper

recently, the price of major imported waste paper landed in the United States has been adjusted, and the daily waste price continues to rise

2. Price of main packaging paper

Chart 4: ex factory price of corrugated paper 140g (/ton)

Chart 5: ex factory price of box board paper 140g (/ton)

chart 6: market price of white board paper (250g) (/ton)

the price of main varieties of packaging paper continues to adjust, among which the price of corrugated paper and box board paper has a larger adjustment range than that of last week, and the price of white board battery grade lithium carbonate is about 40000 yuan/ton, which tends to stabilize

3. The price of main cultural paper

chart 7: the ex factory price of coated paper (157G)

Chart 8: the ex factory price of offset paper (g)

Chart 9: the ex factory price of white cardboard (250g)

the price of main cultural paper has remained stable in the near future, and the price change is small

4. The Macro prosperity of the industry

chart 10: the industrial added value of the paper industry in the same month (%)

over the past two years, the industrial added value of the paper industry in the same month showed a downward trend year-on-year, and showed negative growth in the short term

Chart 11: PPI of the paper industry (value of the month)

in the past two years, the PPI of the paper industry has generally remained above 100, and has been adjusted to 100 in the short term. Due to the existence of intermediate links near the base point, the prosperity of the industry has shrunk

chart 12: number of paper entrepreneurs

on the whole, the number of entrepreneurs in the paper industry has remained in the range of 6600-6700 in the past two years, with little change

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