The paper market has ushered in a new round of big manufacturers taking the lead in raising prices. Paper giants such as Wenli, Shan Ying, Rongcheng and Jingxing participated in the price increase.
Since mid-February, the original paper mill has completed four rounds of price increase, and the cumulative increase is generally as high as 500 yuan/ton -600 yuan/ton, and the highest has exceeded 1 10,000 yuan/ton.
After this skyrocketing, the price of paper rose by 30%-50%.
From the recent price adjustment letter and customer notification letter issued by paper enterprises, it is not difficult to find that words such as tight supply of raw materials and rising costs frequently appear.
The main reasons for the recent increase in paper prices are as follows: First, because the epidemic has affected the acquisition of waste paper, the supply of waste paper as raw material is tight;
Second, after the holiday, paper enterprises resumed their work, which was not ideal due to logistics and other reasons, affecting production capacity.
From the demand side, the express delivery and logistics industries have resumed construction, and the demand for wrapping paper in e-commerce and other industries has gradually recovered. At the same time, some cardboard and carton factories began to replenish their stocks.
Affected by the epidemic situation, the recycling of waste paper in the upstream packaging station was obviously affected. At present, domestic waste paper recycling is limited, and overseas waste paper imports are limited by the amount of imported waste paper, so the whole enterprise is seriously short of raw materials.
Due to the lack of raw materials, the operating rate of paper mills is very low. As downstream enterprises resume production and work, it is expected that the paper price will remain unchanged due to the shortage of suppliers.
In addition, the logistics in some areas has not been fully restored, and the transportation of waste paper and finished paper has been affected to some extent, and the industry prosperity is still expected to be maintained.
The impact of the epidemic on the demand for cultural paper will appear in the short term. This year, the peak season of cultural paper will be postponed, and the landing time of paper price increase letter will also be postponed. However, due to the rigid demand for cultural paper, there is no need to worry about the subsequent demand, so the price increase in the peak season can still be expected.
How to treat the price increase of paper enterprises?