Is the overall price increase in the paper industry true?

According to the data provided by Huayin Carton on September 20th, the price of domestic cardboard cartons is generally raised by 7%-30%. A cardboard factory reminded in the price adjustment letter that the market fluctuation is far from over, and there is still room for a sharp rise in raw materials, which may cause a shortage of raw materials. Some orders cannot be produced as required, and the quotation will be subject to a single price.

The peak season is coming, and there are many festivals from September to the end of the year. The shopping tide has led to an increase in the demand for paper products. The prices of raw materials such as waste paper and pulp remain high, and the industry is facing an overall price increase. At present, papermaking enterprises are basically in a situation of zero inventory, and downstream enterprises are scrambling to stock up. "

Huatai Securities pointed out that cultural paper, whether offset paper or coated paper, was in a state of no order or limited order before the National Day. In mid-September, the prices of coated paper and offset paper only increased by 1.5% and 2.3% compared with those in mid-August, while the price of wood pulp increased by 22.3% in the same period. It is expected that the price elasticity of cultural paper is greater, and the paper price is expected to break through the high point in the first half of the year.

On September 14-15, Chenming Paper, Huatai, Asia Pacific Senbo, Yinhe Paper, Meiliyun Paper and Xinxiang Hongtai Paper successively raised the prices of offset paper and coated paper by 300-600 yuan/ton.

In terms of box board corrugated paper, the import quota of foreign garbage is tight, the inventory of industrial chain is low, and the demand for overlapping festivals is stocked in advance. At the beginning of September, the price of box board corrugated paper rose sharply. In the case that there is no new approved quota for foreign waste quotas, the price of box-board corrugated paper is supported by the cost side; Even if a new batch of foreign garbage supplementary quotas are released, it is difficult for paper prices to fall back at a high level.

The rising performance of related companies and raw materials has a great impact on the cost of papermaking enterprises, but the enthusiasm of downstream customers for stocking is gradually rising, and papermaking enterprises are planning to raise prices, which will support their performance.

The overall performance of the industry is improving. Wind data shows that 13 papermaking enterprises have disclosed their third-quarter performance forecasts, 5 have increased in advance, 6 have increased slightly, 1 has turned losses, and 1 is uncertain. The implementation of supply-side reform, stricter environmental protection policies and the elimination of backward production capacity in the paper industry have become important factors for the performance growth of related enterprises.

Bohui Paper said that thanks to environmental protection rectification and supply-side reform, the sales price of the company's main products has increased compared with the same period last year. Rong Sheng Environmental Protection said that due to the supply-side reform of the paper industry, the tightening of environmental protection policies, the elimination of backward production capacity and other factors, the sales price of the company's main products rose compared with the same period last year. ?