Packaging / Advertising & Office

The leading paper industry leader Nine Dragons Paper raised the waste paper purchase price of Tianjin, Shenyang, and Hebei Nine Dragons bases by RMB 30 per ton on September 8. On September 14, the price of Nine Dragons waste paper was lowered again, and the market reversed again in just one week. , Which shows that this time the price increase forced the order once again to fail.

It is worth noting that the small reduction of paper mills has triggered a large number of national scrap sales. The arrival volume on the 13th is about 6,450. This is still in the case of six paper mills stopping collection, and the momentum of the decline in waste paper has become stronger. The price of cardboard and corrugated paper is not optimistic.

In terms of white cards, according to the monitoring data of Zhuo Chuang Information, as of August 27, the monthly average price of imported softwood pulp was 6,275 yuan/ton, a decrease of 0.21% from the previous month and an increase of 38.42% from August last year; the month of imported hardwood pulp The average price was 4728 yuan/ton, down 1.53% from last month, and up 32.62% from August last year; the average monthly price of imported natural color paste was 5858 yuan/ton, down 0.68% from last month, and up 30.01% from August last year; imported The monthly average price of mechanical pulp was 3,514 yuan/ton, a decrease of 2.08% from the previous month and a decrease of 5.07% from August of last year.

Although imported pulp is still much higher than the same period last year, the market price has already approached the same. For white cardboard dealers, this is an extremely painful thing. After all, the world is flat. How beautiful it was at the beginning of the year, but how hard it is now.

The crazy price increase of white cardboard from June last year to March this year digs a sinkhole for myself, and it will definitely not climb up for a while. The relatively rational price increase of containerboard and corrugated paper still maintains a good profit margin. However, because the prices of imported waste paper pulp and domestic waste remain high, and the imbalance between supply and demand has forced paper mills to cut prices and shut down, profitability has approached zero. high possibility.

More likely, the fact that domestic raw paper stocks are abnormally high was accepted by paper mills, which led to a sharp drop in both imported waste pulp and domestic waste, or even a tragic drop. Therefore, it is indeed necessary for waste paper merchants to speed up shipments.

The price hikes came to naught. Why did the paper mills that were able to raise prices six months ago suddenly lost their magic. The reason may be the market distortions caused by various factors, especially the time mismatch of consumer products caused by the epidemic, which affects everyone's judgment on the market, thinking that market demand has really increased. In fact, it is the opposite.

Because of the 2020 epidemic, the sales of consumer products surged last year, which was "abnormal". Many products were actually stored in consumers' homes. In the sales figures before 2019, some are stored in the terminal, that is, the goods are often said to be stored in the channels and not sold to consumers. However, it is sold to consumers in 2020, but consumers have not consumed it. This has caused the channel to mistakenly believe that the consumer's spending power is up, and then increase the wave of terminal stocks.

In other words, the market was overdrawn early, and the price increase was also overdrawn early, so now is a painful period for debt repayment.