The cardboard factory intensive price increase paper market began to hot

Source: Packaging Zone

The paper market has been turbulent, and after the paper mills such as Shanying raised the base paper and the national waste price, the paperboard factories in Hubei and Yunnan provinces began to raise prices. Moreover, with the price increase, there are limited purchases.

For the current market conditions, the downstream packaging printing industry is in the midst of intense attention, and the industry is already at the psychological zero point of the upstream and downstream games.

However, for this wave of price increases, there is no agreement between the parties, and more and more bearers coexist.

Many third-level factory owners said that after the Spring Festival, they are in the off-season, the market demand is weak, the end customers are pressing the price, and the price is rising!

Mr. Zhu Huibin of the South China Second-level Plant believes that although the raw paper stock of the downstream packaging factory is indeed a little less, the current paper stocks are too much, and the demand is not very good, it is difficult to rise. Moreover, the end user is now very expensive, and some big brands have asked the packaging factory to cut prices by 20%.

Mr. Pan Ronghua of Cloud Carton is short-term bullish. There are two main reasons for this: 1. The psychological impact of this year's monetary policy from the broad price increase to the market 2. The essence of the price increase is that the monetary price increase is not a supply and demand price increase. In February, because it has not fully resumed production, it is a tentative price increase. In March, the main price will be sprinted to maintain the price level in February. In April, it may fall slightly due to the rise in paper prices.

Mr. Xiao Jian, the chief consultant of Chenlong Intelligent Software, interpreted it from another dimension. He believes that the reduction in the demand for raw paper will increase the cost. Since the sales are not going up, you can only let the price go up. In this way, the paper mills have a chance to survive, which is better than dying in warm water. Moreover, through the analysis of Zhuo Chuang Information's original paper price index, he believes that from a spatial perspective, the price of paper has also fallen almost, and it can be won.

Xiao Bian believes that RMB loans increased by 3.23 trillion yuan in January, a record high in a single month, an increase of 328.4 billion year-on-year. In this loose monetary environment, the psychological depreciation of the currency is expected to increase, and the paper mill's raw materials and raw papers are earned, and they are not so anxious to ship. The paper mills will not fall, the downstream inventory will bottom out, and the game between the two sides will gradually enter the zero point. Any incident will trigger a wave of price increases. However, the demand for orders is currently negatively affected by the macro policy, and it is unlikely that a large number of transactions will occur and continue to rise sharply.

Will there be a fall in 2017 after the holiday this year, or will there be Xiaoyangchun after the holiday in 2018? We will wait and see!

Editor in charge: Ge Hongyan

This article is posted on this website for the purpose of transmitting more information and does not imply endorsement of its views or confirmation of its description.

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