Packaging / Advertising & Office

The new trend of international trade The overseas demand for paper products is good

From January to June 2022, the cumulative output of domestic machine-made paper and paperboard was 67.7239 million tons, with a year-on-year growth of 0.4%. The output in June was 11.855 million tons, with a year-on-year decline of 1.50%. The cumulative export volume from January to June increased by 64.1%.

From the data point of view, 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 international trade export orders have maintained a relatively good trend. Last week, the domestic paper price was relatively stable, but there was some differentiation. The prices of cardboard, paperboard, double offset paper and coated paper remained stable on a weekly basis, while the prices of corrugated paper and paperboard fell 25/t and 100/t.

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 on a weekly basis, 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 remained 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 supply side factors in international trade led to the high fluctuation of pulp prices, but pulp prices are 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, pulp and paper integrated enterprises will have more cost advantages and profit flexibility, and the overseas demand for paper products in international trade will be good.