Packaging / Advertising & Office

According to the observation report on the import and export data of Huacheng, from January to June 2022, the cumulative output of domestic machine-made paper and paperboard was 67.7239 million tons, an increase of 0.4% year on year. The output in June was 11.855 million tons, a decrease of 1.50% year on year. The cumulative export volume from January to June increased by 64.1% year on year.

From the perspective of import and export data, it is estimated that the overall operating rate of domestic paper enterprises is not high in the first half of the year. However, driven by RCEP, the export volume of domestic paper enterprises to Southeast Asia and other regions has increased, and the overall export orders have maintained a relatively good trend. According to the observation report on the import and export data of Huacheng, the domestic paper price is relatively stable, but there is some differentiation. The prices of boxboard, white cardboard, double offset paper and coated paper remain stable on a weekly basis, while the prices of corrugated paper and white board fell 25/t and 100/t on a month on month basis.

According to the observation report on the import and export data of Huacheng, in terms of raw materials, the price of pulp continued to fluctuate at a high level. The price of domestic coniferous pulp fell slightly by 28.33/t weekly, while the price of broad leaf pulp rose slightly. The price of international coniferous pulp rose by $4/t, and the price of broad leaf pulp was stable. The decline of domestic waste paper prices on a week on week basis expanded, with waste book paper falling nearly 50/ton and waste yellow paper falling 120/ton.

The disturbance of overseas supply side factors caused the pulp price to fluctuate at a high level, but the pulp price is expected to gradually return to a reasonable range in the second half of the year. The cost margin of pulp and paper products will gradually improve, and pulp and paper integrated enterprises will have more cost advantages and profit flexibility, Huacheng Import and Export Data Observation Report.