The hottest downstream orders pick up. What is the

2022-10-23
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Downstream orders pick up, what is the trend of paper prices in April

release date: Source: yinlian Media Editor: Yu Jia Views: 1819 copyright and disclaimer

core tip: in the past three months, most cardboard and carton enterprises are still using high-priced stock paper, in fact, they do not want the paper price to fall sharply. However, after many small and medium-sized paper mills issued price increase letters in early April, the whole packaging and printing industry responded coldly, because downstream orders were too few, and cardboard and carton factories had to compete for orders at low prices to maintain operation

[China Packaging News] in the past three months, most paperboard and carton enterprises are still using high price stock paper, in fact, they do not want the paper price to fall sharply. However, after many small and medium-sized paper mills issued price increase letters in early April, the whole packaging and printing industry responded coldly, because downstream orders were too few. Cardboard and carton factories did not gradually open the oil return valve and had to rush for orders at a low price to maintain operation

however, the situation is quietly changing, and large paper mills are regaining control of base paper pricing

at the end of March, after two warnings that the paper price might stop falling and rise, some manufacturers took the opportunity to copy the bottom and bought a large number of base paper, which sharply reduced the pressure on the paper mill's inventory, giving more room for price increases

previously, waste paper fell sharply, waste paper merchants were reluctant to sell, the market was light, and the raw material inventory of small and medium-sized paper mills was not large. Nowadays, nine dragons and other leading enterprises have been occupied by foreign brands for a long time. Enterprises have greatly raised the price of waste paper and ate a lot when the raw material inventory is full. In fact, they have formed a monopoly on raw materials

the mentality of paperboard and carton enterprises to buy up rather than buy down has led to the inventory of enterprises falling to the bottom. The resurgence of the price rise will force downstream enterprises to buy a large amount of paper. It is believed that the paper mill has grasped the subtle psychology of downstream enterprises. The sharp rise and fall in 2016 actually made the blood of packaging and printing enterprises, which had already lost a lot of blood, continuously pumped to paper mills, paper traders and even secondary paperboard factories

next, if some big paper mills announce price increases at the same time, you shouldn't be surprised, but don't panic. Because paper prices are unlikely to soar again

however, due to sluggish demand, there are still variables in the price increase. For this wave of price increases in April, many people still maintain a cautious and pessimistic view

first of all, demand will be an important force to prevent the rise of paper prices. The demand for FMCG and e-commerce packaging has been greatly hindered by the foam in the property market, the printing of banknotes, and the squeezing of consumption by tiegongji. At present, the government is concentrating its financial resources to promote the construction of tiegongji and xiong'an new area. Consumption can only be 1. The panel display function can remain depressed, and the possibility of cliff decline cannot be ruled out

the price reduction and de stocking of large paper mills at the end of March has greatly reduced the buying base of packaging paper. The weak demand in North China, central China, and even East China makes the motivation of packaging paper price rise insufficient

of course, maybe many paper mills will move out of the new round of environmental protection trend being carried out. I have to admit that this will inevitably affect the supply of base paper. However, judging from the adverse impact of large-scale shutdown on consumption caused by environmental protection and price rise last year, the demand side will also be restrained

a more interesting one is the upcoming "China US 100 day trade negotiation plan", which aims to reduce the trade deficit of goods between China and the United States, which is as high as 1.7 trillion. Obviously, this is very unfavorable news for the trend of continuous, real-time and automated experimental methods in the whole paper packaging industry chain, which also means that the demand for packaging paper will be greatly reduced

therefore, we have reason to speculate that white cards and copper cards, which are already high this month, have no room for price increase. In addition, the Niuka and Gaowa of Nine Dragons Levin and other large factories have not fallen significantly. This wave of base paper will be mainly partially adjusted, and it is unlikely to rise significantly, let alone the phenomenon of crazy paper grabbing

the gloomy scene in the past three months shows that the sharp rise and fall will eventually damage the interests of the entire industrial chain. Blindly hyping the price of base paper will ultimately outweigh the gains

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