The market may decline, and the waste paper market will decline after passing 3000 points
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core tip: after the waste paper market climbed over 3000 points, it fell slightly on May 13; At the market level, the price of waste paper in East China and South China began to decline
[China Packaging News] after the waste paper market climbed over the 3000 mark, it fell slightly on May 13; At the market level, the price of waste paper in East China and South China began to decline
although the prices of nine dragons and Liwen paper bases are basically stable and partially increased. However, the three underground paper mills in Shandong, Jiangsu and Dongguan, Guangdong are concentrated. Market news also confirms that there are many vehicles at the gate of some paper mills in Jiangsu and other places, and the price of waste paper may tend to decline in the near future
the waste paper market climbed to the highest level in the past two years, and the market situation is unknown.
the index shows that the waste paper index reached 3034.15 on May 11, breaking through the historical peak of 2919.99 in 2017. The height of the waste paper market climbed, which also indicates that the purchase price of waste paper in China has reached the highest level in the near future
Figure 1 trend chart of waste paper price in the second week of May 2018
the recent increase in waste paper price is completely inconsistent with the normal market adjustment. According to the information provided by the Research Institute of paper whereabouts, the average of China's waste paper market index was 2805.37 from May 7 to May 12, 2018, up 268.00 from 2537.37 in the first week of May 2018. It can be seen that the price of waste paper has risen sharply in the past two weeks
Figure 2 price rise and fall in various regions this week
in terms of the number of price adjustment paper mills, it is also rare to see a large-scale, large-scale increase in the number of paper mills across the country. According to the data, more than half of the average daily price adjustment paper mills in China this week, that is, more than 50 of the more than 100 paper mills across the country have adjusted their prices every day. It can be seen that the stability of the recent market is weak
in terms of information at the packaging station level, the shipment situation is good in this price adjustment, and the inventory of the upstream packaging station has decreased significantly, which is generally not optimistic about the market stability
at the paper mill level, the general view of the market is that the consumer committees of Zhuhai and Macao released the results of the comparative experiment of melamine plastic tableware products to the majority of consumers. With the arrival of the peak demand season for paper products, the reserve of production raw materials and the demand for foreign waste substitution will force the paper mill to have a large demand for domestic waste. However, this view is not good in market logic, mainly because China's upstream waste paper recycling voice is weak, and the price adjustment behavior is more controlled by the paper mill
at the downstream carton sales end, the price rise in the market is the most unacceptable. The downstream carton sales manufacturers have long been subject to high price raw materials and low volume sales. It can be seen that the terminal market has a low acceptance of this round of price increases, and the future market situation is unknown
Jiangsu and Guangdong provinces have significantly reduced the future paper price or will decline
since May 13, China's waste paper market has folded downward, and the two regions led by East China and South China have begun to see price reductions, of which the reduction in Jiangsu and Guangdong provinces is extremely obvious. The short-term paper price tends to decline in the future
according to statistics, the output of paper and paperboard in East China accounted for 53% of the national output of paper and paperboard in 2017, thus promoting the growth of overall strength 85%; The three provinces in South China account for 21.16%; The three provinces in Central China account for 10.98%; The proportion of 8 provinces in northern China is 7.46%; Nine provinces in the western region account for 7.46%. The eastern coastal area accounts for 75.01%
it can be seen that most of China's paper mills gather in East China and South China. When the paper price in this region declines, it basically indicates that the future paper price trend tends to decline
specifically, on May 13, Jiangsu, Shandong and Zhejiang provinces in East China reduced the price of waste paper in the same period, with Jiangsu reducing the price of waste paper by the largest number of manufacturers and the largest reduction range, ranging from 100 yuan to 200 yuan; Manufacturers in South China, which are mainly concentrated in Dongguan, are generally reduced by about 50 yuan/ton
of course, we also pay attention to the price trend of large paper mills such as nine dragons, Levin, Shanying, sun, etc. Although the prices of large mills are basically stable, and some bases have raised the news, it is obvious that the high price of the upstream market is difficult to sustain
in the same period, the point that waste paper packaging stations need to pay attention to is that nine dragons, Shanying and other factories basically have their own supply channels, and the impact of their paper price trend on the market is mainly a guiding role. Packaging stations and traders need to pay attention to the delivery of paper mills from their main sales channels
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