The hottest paper industry is expected to usher in

2022-08-16
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The paper industry is expected to have a good year in 2007

since the beginning of 2006, the price of imported wood pulp has been rising, and the price of paper products such as white cardboard and cultural paper has been declining. The surface treatment of parts will still be copied or changed. It is understood that since 2007, the price of broadleaf pulp actually imported by China has declined, while in the first quarter of 2007, the price of most domestic paper products has increased. Except for coated paper, which is affected by the United States Countervailing, the price of other paper products has changed. Some analysts pointed out that under the background of declining raw material prices and rising finished product prices, paper listed companies will face a good year in 2007

the price of wood pulp fell

according to the transaction price records of wood pulp in the international market in the first three months of 2007, the price of coniferous pulp continued to remain strong at around $750/ton, while the price of broad-leaved pulp showed a downward trend, from around $680/ton in November 2006 to $650-660/ton in January 2007. In fact, the price of broad-leaved pulp imported by domestic enterprises has decreased compared with the end of 2006

although the price reduction of wood pulp raw materials is limited, for paper enterprises, the situation in the first quarter of 2007 has been improved from the situation that the price of wood pulp rose month by month in 2006. At the beginning of 2006, the price of coniferous pulp and broad-leaved pulp remained around 600 US dollars/ton, and then rose month by month. In particular, the price of coniferous pulp rose faster, rising to 750 US dollars/ton and 680 US dollars/ton respectively by the end of 2006, which made papermaking enterprises complain

Wang Feng, an analyst of Guotai Junan paper industry, believes in his report that the price of wood pulp will stagnate or decline in the future, and the difference between the raw materials of coniferous pulp and broad-leaved pulp may be the main reason for the different price trends of the two kinds of wood pulp. Under the conditions of ± 0.1% of the set value in Brazil and Russia and the rapidly increasing domestic supply of wood pulp, the import price of broad-leaved pulp may continue to decline

the high price of waste paper hovers

unlike the decline in wood pulp prices, the trend of international waste paper prices does not make paper enterprises optimistic. After entering 2007, the international waste paper trading price continued the upward trend in 2006. Taking No. 8 waste as an example, the variety was still at $160/ton in November 2006, rose to $167/ton in January 2007, and even rose to $175/ton in February. The quotation continued to rise in March

some researchers said that as a raw material, the price of waste paper has always been in line with the price trend of wood pulp. The rapid rise in the price of waste paper in 2006 is precisely the same as the rise in the price of wood pulp. However, the rise in waste paper prices in the first quarter of 2007 may not fully reflect the supply and demand situation of the market. Many domestic paper companies have established their own acquisition networks in the United States, which is an important reason for the continued rise in waste paper prices

the price rise trend of paper products is obvious

in terms of finished products, after entering 2007, the prices of domestic white cardboard and cultural paper continued to rise slowly since the second half of 2006. At present, the domestic price of white cardboard has rebounded to around 6500-6600 yuan/ton, up about 300 yuan/ton compared with the end of 2006. Although the price of paper is still low, the price has basically stabilized at around 4500 yuan/ton, ending the downward trend of prices in 2006. Coated paper has become a special case of paper products. Due to the impact of the United States Countervailing, the export of coated paper is restricted to a certain extent. Therefore, the industry generally expects that the price of coated paper will not rise in the short term

reprinted from: Panorama

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