Analysis of changes in domestic waste yellow board

2022-10-02
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Analysis of changes in the domestic waste yellow paperboard Market in the second quarter

due to the sluggish demand, the impact of the reduction of some foreign waste quotas was offset. Since the second quarter, the national average price of waste yellow paperboard has shown an upward trend

I. price fluctuation

since April, the price of domestic waste yellow paperboard has fluctuated upward. In April, the domestic waste yellow paperboard Market was relatively stable. The market mentality was mainly to repair the panic decline in March, and the amount of imported waste paper accelerated year-on-year decline. In addition, the rainy weather in the South was prominent, affecting the short term. The main products were high-end aluminum alloy, titanium alloy, high-temperature alloy and alloy steel forgings. The contradiction between supply and demand during the period of forging helped the upward trend of prices. According to monitoring data, as of May 7, the national average price of waste yellow paperboard was 2273/ton, up 4.70% month on month and down 20.02% year on year

II. Analysis of the reasons for price changes

from the perspective of supply, the domestic supply of waste yellow paperboard slipped into the off-season in April, because since March, the activity of social consumption and economic activities has been habitually at a low level in the year. In terms of the supply of imported waste paper, the total monthly import of waste paper was 3.2893 million tons, a year-on-year decrease of 16.29%

from the perspective of demand, due to the decline in sales of finished paper (box board paper, corrugated paper), super large paper mills even lead the price reduction and promotion of finished paper, and the demand interest of paper mills for waste yellow board is also average

after the full interpretation of the contradiction between supply and demand, the price of domestic waste yellow paperboard only recorded a slight upward trend in April

III. existing problems

with the continuous improvement of the technical level of the polyurethane industry, the price of waste yellow paperboard is relatively high compared with the price of finished paper in the same period. The cost of purchasing domestic waste paper by paper enterprises remains high, and the pressure of downtime increases

in March, due to the sudden intensification of the sales price competition of finished paper, the sales volume of finished paper fell as a whole, and the sales profit of paper mills without external waste quota fell sharply. After investigation, the profits of some small and medium-sized paper mills were close to the break even line. In April, the price of waste paper fluctuated and rose on the basis of two-year increase, but the price of finished paper was basically stable in the same period, so the sales profit of paper mills continued to compress, and the shutdown pressure of some small and medium-sized paper mills was highlighted

IV. future forecast

from the perspective of supply, the number of imported waste paper will decrease steadily in the second quarter, and the domestic waste paper supply will show a low and temporarily stable trend

from the perspective of demand, the second quarter was in the traditional off-season of the paper packaging industry. Under the condition of insufficient orders, packaging enterprises were not willing to stock a large number of corrugated and box board paper with a lifting lug width of 30mm. The inventory level of paper enterprises may be at a relatively high level, and their interest in waste paper procurement may be tepid

on the whole, the impact of the reduction of imported waste paper can be basically covered by the current poor sales of finished paper in paper mills and the import of waste pulp and finished paper, which may cause the price of waste yellow paperboard to fluctuate slightly in the second quarter

v. industry suggestions

1. It is suggested that paper mills develop more varieties of base paper to make the supply more diversified, meet the diversified needs of downstream customers, and improve the differentiated competitiveness of products

2. It is suggested that papermaking enterprises should adhere to green development, save resources, fully improve the comprehensive utilization rate of raw materials, reduce energy consumption, strengthen the optimization of papermaking equipment technology and process, and improve the level of comprehensive utilization of resources

3. It is suggested that the paper industry should strengthen the development of new generation pulping technology, and strengthen the research and development of cutting-edge technologies such as clean separation, membrane separation, new coating, wastewater reuse, biomass refining, etc

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