On November 1, the 23rd batch of waste paper import license list was announced in 2018, and 16 paper mills were approved to import 465,660 tons of waste paper. Up to now, the number of paper mills approved for importing waste paper has reached 80, and the total approved waste paper imports have exceeded 18 million tons.
16 paper mills were approved 465.66 million tons, and the total approved amount is over 18 million tons.
In the list of this batch, a total of 19 paper mills were approved to import waste paper. Among them, Jiangsu Liwen, Jiangxi Liwen and Shanying International needed to change the port. Therefore, a total of 16 paper mills were approved, and the total approved import volume was 456.66 million tons.
It is worth mentioning that Changle Xinmai Paper Co., Ltd., Yuantong Paper (Shandong) Co., Ltd., Jiangmen Star Paper Co., Ltd. and Jiangmen Xinghui Paper Co., Ltd. are the first applications this year. This also makes the number of paper mills currently approved to import waste paper to about 80.
The following is the specific situation of the 23rd batch of waste paper import license list:
Through calculation, as of now, the total approved waste paper imports in 2018 have exceeded 18 million tons:
The conditions for approval are gradually loose, and this year's imported waste paper may reach 20 million tons.
More than a month from the end of 2018, according to the current rhythm, a list of multiple batches of waste paper import licenses will be announced. As of the 23rd batch list, the approved waste paper imports have exceeded 18 million tons. Therefore, the approved waste paper imports for the whole year of 2018 are likely to be around 20 million tons.
This result is clearly different from what was expected by securities institutions and industry players. In the first three quarters of this year, various waste paper policies were promulgated successively, Sino-US trade relations were escalating, and US waste was at the forefront. This series of incidents caused concern in the industry, and the approval of multiple batches of waste paper import license list was only In the tens of thousands of tons, or even zero, the severity of the waste paper situation has been further aggravated.
Therefore, many securities institutions and industry people are expected to have a low level of total imported waste paper. But in general, this year's approved total is still a certain gap compared with last year's over 28 million tons. However, due to the sharp decline in market demand, the peak season in the fourth quarter did not really come. The production and sales of paper mills were not prosperous, which made the raw material crisis that everyone imagined not exist.
At present, the price of packaging paper has been at a relatively low level, coupled with the increase in paper mill maintenance and repair, the reduction of raw paper production capacity, does not rule out the possibility of individual low rebound. However, considering the lack of support from the upstream and downstream, the paper price continues to rise and the momentum is limited, or only a small fluctuation.
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