Packaging / Advertising & Office

In recent years, under the influence of various factors, the raw materials of the paper packaging industry have fluctuated from high to low, which has caused misery for the enterprises in the industry. The cruel reality that the price increase of terminal products cannot be transmitted has forced many companies to dare not purchase raw materials rashly, and fear that the sentiment of high-level takeover will spread in the industry.

Although leading paper companies have been able to boil frog-like price increases in warm water to convey the message that paper prices have stabilized, the market is still in a strong wait-and-see sentiment. Coupled with the cold domestic demand and declining pulp and waste paper, many people in the industry believe that there is room for a downward adjustment in paper prices.

1. Pulp market

After experiencing an epic land price increase, pulp prices are now showing signs of decline. From March to mid-June of this year, the benchmark spot price of Shandong Yinxing softwood pulp changed from the upward trend in November last year and continued to fall, from 7,200 yuan/t to 6,100 yuan/t, a drop of 1,100 yuan/t . The main price of futures fluctuated and fell from a high of 7,500 yuan/t in March to a minimum of 5704 yuan/t, a decrease of 1796 yuan/t.

According to statistics deployed by the customs, China imported 2.513 million tons of pulp in June and 2.671 million tons in May. The import volume is still very large, and the potential for short-term surplus is beginning to appear.

Zhuo Chuang Information believes that in the second half of the year, the supply and demand of the pulp market will continue to improve, and the pulp price will be adjusted in depth. There may be opportunities for recovery in the fourth quarter, which mainly depends on the recovery speed of demand. In the second half of the year, Guangxi's pulp and paper production capacity will continue to be put into use. At the same time, with the successive release of new foreign hardwood pulp production capacity, the supply of hardwood pulp continues to be stable. At the same time, due to the integration of domestic pulp and paper production capacity, some enterprises are less dependent on imported pulp; Coniferous pulp was affected by oversold in the early period, overhaul, reduction in external orders of the industry, and other unexpected factors. In the second half of the year, the arrival in the Americas or improvement may be limited.

Second country scrap market

The above is from Dongjingyi.com

In the past month, the national waste market has fluctuated downwards. Since the beginning of the month, Dongguan Nine Dragons has repeatedly lowered its recycling price, with a cumulative drop of 290 yuan/ton, and this trend has not yet come to an end.

Due to the cold demand for base paper and the high inventory of secondary packaging plants, paper mills are facing pressure to cut prices. Therefore, it is not ruled out that the paper mills with the pricing power can make up for losses inside the embankment of the paper mill. While reducing the paper price, it will maintain a stable profit margin by pushing down the national waste.

The traditional and extensive paper packaging industry seems to be declining, but new markets are emerging in an endless stream. Enterprises must learn to transform and upgrade and expand the market. The era of relying on low-cost and low-price competition to dominate the world is gone. The future is a new packaging era for innovative and platform-based packaging companies.