Near the end of the year, major paper mills are about to enter the equipment maintenance period. On November 26, Shanying Paper Sales Co., Ltd. issued a notice stating that in order to improve the quality of Jingui and Sijigui products produced by Zhejiang Base PM13 machine, it was decided to carry out equipment transformation for PM13 machine. The transformation time was initially set at December 6th. Until December 20.
After a lapse of one day, on November 27, Shanying Paper Sales Co., Ltd. issued a price increase letter, announcing that since December 29, all paper grades produced by the Anhui and Zhejiang bases will be raised by 50 yuan/ton on the basis of the original price. .
On the same day, Fujian Liansheng Paper, which was acquired by Shanying Paper last year, also issued a price increase letter saying that since December 29, all paper grades have been raised by 100 yuan/ton on the basis of the original price.
Both paper mills said that the price increase was due to the increase in external waste costs and the 25% tariff on US waste. It is worth mentioning that whether the price increase can be implemented will lead to a chain reaction, and many insiders are skeptical.
Some insiders said that for the moment, the demand for packaging paper has fallen sharply, and the situation of oversupply of raw paper is difficult to change, and the price of paper is difficult to rise and fall. What is more serious is that the packaging enterprises lack confidence, the enthusiasm for getting goods is greatly reduced, and the procurement is more rational, and the psychological loss of “buy up and not buy down†is greatly reduced.
Coupled with the waste paper policy, the environmental protection movement will not relax in the short term. Paper mills will face negative pressures such as increased capital pressure and low-priced imports of raw paper. The profits of tons of paper are likely to enter a negative growth state. Aside from large paper mills, small and medium-sized paper mills will face a severe survival situation.
The survival situation of downstream packaging companies is not optimistic. In the past few years, many terminal enterprises have abandoned paper packaging because of the soaring price of paper. At the same time, many e-commerce companies are strengthening the recycling of cardboard boxes and developing recycling boxes, which will have a negative impact on the future situation.
After passing through, I will return to calm. The era of rising paper prices has completely ended this year, and next year is coming, when the market may return to normal. Whether it is a paper mill or a packaging company, the final fight will be hard power.
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