This year's peak season is like a cold winter. The fourth quarter should have been the peak season of the paper industry, but it has been delayed for various reasons. The paper industry is like a needle, and it is like an ant on a hot pot. From the end of May this year to the present, the prices of all kinds of packaging paper products have continued to fluctuate downward. Recently, driven by the double eleventh holiday boom, the price of raw paper has changed again.
Starting from November 12, Dongguan Xiaolong raised 50 yuan / ton, Shanying Fujian base base paper rose 100 yuan / ton, Shuangzhou rose 100. Each paper mill issued a price increase letter during the double eleven:
We have been smashing for half a year, is it necessary to raise the price to prepare for the end of the year?
Liansheng Paper and a leading paper company in the Pearl River Delta said that since November 12, some paper products have been raised by 50-100 yuan/ton.
A leading paper enterprise in the Pearl River Delta: From November 12, except for cattle cards, tile paper, white-faced cattle cards, coated cattle cards, and white paper, all rose by 50 yuan/ton.
Fujian Liansheng Paper Co., Ltd.: Due to the shortage of waste paper raw materials, the cost of external waste has increased. Due to the comprehensive factors such as operating pressure and production cost, the T-paper produced by the company has been decided since November 12, 2018. The redwood and yew cattle cardboard are uniformly raised by 100 yuan/ton on the basis of the original price.
In fact, as early as the beginning of November, the Pearl River Delta raw paper market has already begun to rise in price. The paperboard factory in Guangdong has taken the lead in perceiving the change in the price of raw paper and announced the increase in the price of cardboard.
Dongguan Renxing Paper Products Co., Ltd.: Due to the recent increase in raw material prices, the production cost has increased sharply. After the company's leadership research and various considerations, it is decided that the price of cardboard will be quoted on November 1, 2018 from November 10, 2018. Based on an increase of 3%.
Foshan Jinliao Environmental Protection Technology Co., Ltd.: Due to the recent increase in raw material prices, the production cost has increased sharply. After the company's leadership research and various considerations, it is decided that the price of cardboard will be quoted on November 5, 2018 from November 10, 2018. Based on an increase of 3%.
Whether this price increase can stimulate the stagnant water in the paper market remains to be verified. As far as the current situation is concerned, the price increase may not be implemented!
Some people in the industry analyzed the internal logic of this price increase:
1. This week, the waste paper for several consecutive days has raised the market and set off the atmosphere of psychological expectations.
2. The double effect of continuous price decline and downtime in the previous period of about one month led to a reduction in paper mill stocks, and an objective spatial basis and production base for speculation.
3, the production demand of double 11 orders, resulting in a wave of Xiaoyangchun.
The week beginning on November 12th is the end of the double 11 of the national e-commerce carnival. This year's Double 11 is somewhat different from previous years. The performance is that the business is very active and even more positive than in previous years, but compared with the positive business, the consumers are not enthusiastic. This year, because of the introduction of the "Electric Business Law", the traditional double 11's momentum has been greatly reduced. The platform does not dare to force the seller to choose one. The seller does not dare to raise the price after the price increase, and the "East Brother" is unusually low-key and does not take the initiative. The topic, the overall impression is that this year's double 11 is not fire.
It is precisely because this year's double 11 early fire does not lead the seller to dare to stock up, the relative does not pull the October price of the carton, but according to the double 11 platform rules double 11 orders as long as the delivery within 7 days will not violate the rules, Therefore, the paper mill's timing of this round of price increases is precisely calculated at the beginning of the 12th. Because there are not many stocks in the early stage, it will start to produce and deliver according to the actual sales volume on the 12th. This kind of production mode will change from the previous advance stocking to the current sales and production, which will lead to a week in the beginning of the 12th. The real little climax, there will be a large amount of short-term demand will naturally increase the price.
4, echoed with the double 11 is that in November began to slowly enter the end of the consumer goods season. If the 12th can pull up the price increase for a week, it will soon enter the end of the month, and a fire will burn down. The paper price at the end of this year will end in the end of the year and enter the 19th year. This year's endless opportunities, the upstream paper mills willing to let go.
From the recent price of raw paper, although some manufacturers have raised their prices, most paper mills are in a stable state. The reason for this price increase is mainly due to the impact of the paper mill's large downtime and the recent pull of the double eleven boom. According to Bao Xiaobian, this wave of price increases may be difficult to implement, and why a wave of 50 increases has not yet been implemented!
Responsible editor: Ge
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