玖龙cord paper prices fell
Corrugated: Tianjin Nine Dragons Paper has a daily drop of 300 yuan/ton from cattle cardboard and corrugated paper. Recycled paper, whiteboard paper, coated cattle cardboard and white-faced cattle cardboard have dropped 200 yuan/ton, which is subject to the actual factory time. At present, the factory tax-included wire transfer reference price: 玖龙瓦楞 paper 70g reported 4200 yuan / ton, 90g reported 4,000 yuan / ton, 110g reported 3800 yuan / ton, 120-170g reported 3650 yuan / ton; Hailong corrugated paper 120g / 130g / 140g reported 3600 yuan / tonne. The actual order price varies from customer to customer. (October 29)
Taicang Xiaolong: 60-110g of the tile is lowered by 150, and other corrugated paper is lowered by 200. The dragon cattle card, the dragon dragon cattle card 150g is lowered by 100, the sea dragon cattle card is lowered by 150, the dragon dragon cattle card is reduced by 250/280g, and the ground dragon is not recycled. change
Paper mill issued a shutdown inspection announcement
On October 24, Dongguan Jinzhou Paper Co., Ltd. and Dongguan Huangyong Yinzhou Paper Co., Ltd. issued a notice of shutdown maintenance:
Due to the technical repair of the steam turbine generator set of the Ministry of Thermal Power and the upgrade of the PM3 upgrade of the paper machine, it is planned to be shut down for maintenance on November 5, 2018, December 5, 2018, for a period of 31 days, while other paper machines need to be integrated. Take turns to debug maintenance.
During the inspection and technical renovation, the production of our Q paper and H paper will be affected. Please prepare the goods for each customer.
Not long ago, the announcement of the shutdown of Quanzhou Xiaolong also attracted industry attention.
Nine Dragons Paper (Quanzhou) Co., Ltd.:
Due to the need for thermoelectric maintenance, it is planned to maintain the 35# and 36# paper machines that are currently in operation. In order to facilitate your company to arrange the production plan as early as possible, the downtime of each machine is now notified as follows:
PM35: 13 days from November 10th to November 22nd (production paper type: corrugated paper)
PM36: 13 days from November 10th to November 22nd (production paper type: cattle card, recycled paper)
Analysis of the factors of the price correction of the base paper
Looking at the price adjustment of this wave of raw paper, it can be said that the paper mills have no choice but to retreat, and it is also the trend of many unfavorable factors.
First of all, 2 million tons of waste paper approvals poured into the national waste market. On October 18, the 22nd batch of restricted publicity forms in 2018 was announced. The total amount of approved foreign import imports was 2020,821 tons, and 47 enterprises were approved. Compared with the 21st batch of external waste publicity data, the approval amount of this batch of waste approval The total growth rate exceeded 233%, the highest number of approved factories in 2018. Among them, the number of approvals obtained by Xiaolong was up to 602,257 tons, accounting for 29.82% of the total issued. The sudden opening of foreign waste import quotas has brought great impact on the national waste market. The decline in waste paper prices is bound to accelerate the correction of the price of raw paper.
Second, the environmental storm has gradually lost its power. The environmental storm has been slamming this year, which has made countless companies stunned, and the environmental protection department that manages the air is infinite. Once upon a time, every day, I can see the news reports that "XX enterprises have been ordered to investigate because they can't change their standards." Under the pressure of environmental protection, all enterprises began to improve their technology, using degradable packaging materials, and new packaging solutions to solve packaging needs, resulting in reduced paper demand. In addition, in recent times, in order to protect the physical industry, the state began to reduce the requirements for environmental protection standards, and environmental protection is no longer “one size fits allâ€, which resolves the psychological factors that environmental protection has aggravated the rise in prices.
Again, the state waste continues to soften. Waste paper as a major raw material for papermaking, the price of waste paper is directly related to the rise and fall of the price of raw paper. Recently, the market price of waste paper has been in a downturn. The continuous decline has not seen its warming up, and the price of raw paper will follow. Falling.
In addition, the double eleven season is not a big reason for price cuts. The phenomenon of not prosperous in the peak season has maintained a high operating rate for paper companies, under the support of the expected peak season. However, the rapid decline in demand led to a high level of finished paper stocks in paper enterprises, but the peak season did not rise, and paper companies had to cut prices to inventory.
In addition, the price cuts in October did not meet expectations and indirectly led to price cuts. Undoubtedly, the paper giant's price cuts in October did not work. Instead, more small and medium-sized paper mills sold at a low price, which led to inventory pressures. Only by continuing to increase the price cuts to attract buying, Reach the purpose of destocking.
Finally, a sharp correction in oil prices has also led to a fall in paper prices. As oil producers such as Saudi Arabia and Russia began to increase crude oil production, crude oil showed a huge decline last Tuesday, and the rebound momentum of the next day was dispelled by the bad news of EIA data. The number of active crude drilling platforms of US crude oil on Saturday morning Once again, US crude oil production can continue to rise as expected, which can have an impact on investor sentiment. As the main energy source of papermaking, crude oil is called back, which means that the cost of papermaking will fall, and the price of paper will fall as a result of the chain reaction.
This time, Xiaolong’s price cut is the beginning of a deep decline, or it’s bottoming out. We will wait and see.
Editor in charge: Cao
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