Carton microscopic
Lead: Starting from February 24, the national waste was generally lowered by 20-200 yuan/ton. This wave of paper prices ended and the paper mill became the biggest winner. However, the tariff increase was originally scheduled to start on March 1, and the demand for domestic export packaging increased. The pulp market continues to be bullish, and the downstream collection of normal carton orders will increase the waste paper market, and a new round of price increases is about to begin.
The country's waste is lowered by 20-200 yuan/ton. This wave of raw paper prices has ended, and the paper mill has become the biggest winner.
From February 24th to 27th, the national waste was generally lowered by 20-200 yuan/ton, which means the end of this wave of raw paper price hikes. From the beginning of the year to the half-month today, the original paper was strongly pushed by the paper mill to raise prices.
However, in the case of insufficient demand and the downstream factory has not yet fully started, it is necessary to end the price increase. The battle ended and the battlefield found that the only loser is who?
Paper mill:
After pushing for more than a month, the price has finally been seized. Some stocks have been cleared, the price increase strategy has been used to keep the price down, and the price reduction pressure under the premise of insufficient demand has been alleviated, maintaining a high base for the next round of price increases. . Big winner!
Cardboard factory:
High-priced base paper has found a high export price for the downturn of paperboard prices since October last year, and effectively stopped falling while climbing the price! Small winner!
Carton Factory:
When the price of paper rose, the willingness of customers to place orders was not strong because of the lack of work, which led to the increase in the cost of purchasing goods and the maintenance of the same level of profitability. No loss!
Waste paper merchants:
The opening price increase in the opening year pushed up the purchase price of the country's waste and the enthusiasm of the waste paper merchants. The high-priced waste paper of the previous week was sold and realized, but the continuous acquisition of the inventory that has not yet changed to the current warehouse became the beginning of this week. The scapegoat has only been sold at a high price. Big loser!
Short-term pulp market continues to be bullish, laying the foundation for continued price increases
Pulp futures continue to rise for a week, indicating that the short-term pulp market continues to be bullish, laying the foundation for the continued price hikes of subsequent paper prices.
The tariff increase is scheduled to start on March 1st, and domestic export packaging demand is expected to increase.
The seventh round of negotiations on the Sino-US trade war ended with positive progress.
The tariff extension, which was originally scheduled to begin on March 1, will boost confidence in the future development of China's export market. The same domestic export packaging demand is expected to increase!
Inspired by the results of this round of trade war negotiations (playing):
1. Don't be cool in front of big customers, let's talk about the results that are acceptable!
2, when big customers want to cut prices, don't worry about the loss of orders and immediately agree, first make a small emotion, then talk about it, always reduce the price reduction!
After the downstream collects the normal carton order, use the pull up paper market to start a new round of price increase.
This week's market pre-judgment (for reference):
1. Pulp futures will continue to rise.
2. The national waste continued to fall for about a week.
3. The end of the original paper is brewing, and a small correction will be made at the beginning of next month.
4, the end of the cardboard rise does not fall!
After the original paper did not rise, the cardboard did not rise and fell, and the waste paper fell for a week, the downstream had gathered the normal carton order and used the price of the waste paper to start a new round of price increases.
Will it wait, wait and see!
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