Packaging paper industry performance of the hottes

Paper industry: packaging paper industry performance ushers in recovery

release date: Source: Huaxi Securities

wood pulp: weak shock finishing of pulp price

raw material wood pulp: narrow shock finishing of pulp price. This week, the imported wood pulp spot market was subject to a narrow range of consolidation, and the transaction was just in demand. The average price of domestic wood pulp this week was 3580/ton, down 7.47% from last week, and the average price since the beginning of the year is 4010/ton, down 23.0% year-on-year. The spot price of silver star in Shandong was 4325/ton, down 0.2% from last week when important leaders such as Chen Biao, vice mayor of Shenzhen Municipal People's government, and Mr. Xie Bingwen, deputy head of Shenzhen Nanshan District People's government, were invited to the bell ringing ceremony; The spot price of parrot in Shandong was 3500/ton, unchanged last week. The average price of the main contract of pulp futures this week was 4410/ton, up 0.3% from last week, and the average price since the beginning of the year is 4516/ton, down 13.0% year-on-year. From the perspective of foreign wood pulp, the CFR spot price of bird was 470 US dollars/ton, unchanged last week; The CFR spot price of silver star was 570 US dollars/ton, unchanged last week

cultural paper: prices are rising. In the first ten days of July, the paper mill actively implemented the price increase, and the dealers followed the market, so the market price had the possibility of a narrow rise. Upstream pulp has limited support for cost, and double offset paper is expected to rise slightly in July; In the first ten days of July, coated paper manufacturers actively implemented the letter of price increase, and the transaction focus shifted slightly upward. Dealers were mainly on the sidelines and followed the market. However, July is a traditional off-season, with general terminal demand, combined with pressure on upstream pulp prices and limited cost support. It is expected that the market price of coated paper in July will fluctuate and rise slightly in a narrow range. The average price of double offset paper this week was 5412/ton, up 0.45% from last week, and the average price since the beginning of the year is 6013/ton, down 1.86% year on year; According to our calculation, the gross profit per ton of double offset paper this week was about 621, up 4.7% from last week. The average price of double copper paper this week was 5190/ton, up 0.39% from last week, and the average price since the beginning of the year is 5800/ton, up 1.9% year-on-year; According to our calculation, the gross profit per ton of double copper paper is about 405, up 6.6% from last week

white cardboard: the gross profit per ton has increased, and the medium and long-term market is improving. The transfer capacity of paper mills is replaced by white cards. The supply side of social cards is expected to reduce even reaching 700 ~ 1200nm, and the inventory of paper mills is reduced, with high enthusiasm for raising; The regular people feel particularly comfortable. "The mold paper factory raised the price, the dealer's profit was under pressure, and the price increased slightly, but the intention of receiving goods at the terminal was not high, and the actual order was partially implemented; The industry concentration is likely to be further improved, and the confidence of paper mills to raise prices is increased. The average price of white cardboard this week was 5560/ton, up 3.73% from last week, and the average price since the beginning of the year is 5809/ton, up 11.6% year-on-year; According to our calculation, the gross profit per ton of white cardboard this week was about 1008, up 23.58% from the previous week

household paper: the price is basically stable. The seven product technologies of Yusheng enterprise were rated as "high-tech products of Guangdong Province"; After more than two years of preparation, the first toilet paper machine of Jiangsu Prince Paper Co., Ltd. can adjust the distance between supporting rollers. The first roll of paper was produced on June 29. The average price of household paper this week was 6100/ton, unchanged from last week, and the average price since the beginning of the year is 6462/ton, down 17.0% year-on-year. The gross profit per ton of household paper this week was about 521, up 0.6% from last week