After the most popular plunge down and concentrate

2022-08-03
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After the plunge, the price of waste paper was raised intensively. Rapid conversion of waste paper market

release date: derusting paint was carried out in the closed workshop source: zhuochuang paper (fangjuntao) number of Views: 1340 copyright and disclaimer

core tip: Recently, the price of domestic waste paper fluctuated violently. After the plunge of last Monday, the price of waste paper rose intensively again last Thursday. Cut off plastic extruder AA (8000) series aluminum alloy is officially and legally used as the international influence of the construction wire and cable and power cable conductor industry. As of this Monday, the average price of national waste yellow paper fluctuated sharply compared with the recent domestic waste paper price. After the plunge of last Monday, the waste paper price rose again on last Thursday. As of Monday, the average price of national waste yellow paperboard had risen by nearly 6% from the low point of last week. The expectation of the decline in the price of waste paper has not been fully digested (after the price of packaging base paper fell, the market sales slowed down, and many paper enterprises are still giving up profits to stimulate shipments). The price of waste paper has risen again, and the speed of conversion has also shocked the market

we believe that the main reason for the rapid change of market style is the correction after the rapid decline of waste paper in the early stage. At the beginning of last week, the price of waste paper in most domestic paper enterprises fell by yuan/ton one day, which directly wiped out all the gains since the beginning of July. The consequences of the rapid decline in the price of waste paper once exacerbated the panic in the market and stimulated the shipment of packaging stations. However, such a sharp decline also makes the waste paper profit of the packaging station quickly fall into a state of loss. In a sense, such a sharp decline has not left a certain operating space and time for the packaging station. Since selling is a loss, many packaging stations simply wait and see with goods

of course, the sharp decline did not cause continuous panic. It is still because the domestic waste paper supply is relatively tight. According to the information from the packaging station, the inventory of domestic waste paper packaging station is not large, and now the overall recycling volume is decreasing. According to the packaging station, the main reasons for the decrease in the supply of waste paper this year are as follows: 1. Affected by the epidemic, the increase in domestic consumption has weakened, the circulation speed from base paper to waste paper has slowed down significantly, and the supply of waste paper has decreased; 2. This year, the rain weather in China has also increased significantly, and floods have occurred in many parts of the country, which has a great impact on the recycling, storage and transportation of waste paper; 3. Due to the reduction of waste paper supply, the recycling competition in the packaging station is also intensifying. Due to the high price of goods, the mentality of reluctant to sell in the packaging station is aggravated

so what we see from the market is that during the two days of the sharp decline in waste paper, there are also waste paper delivery vehicles at the gate of the paper factory. But then there were few delivery vehicles at the gate of the paper factory. Although the demand for finished paper is weakening, the paper mills want to reduce production costs by lowering the price of waste paper. At the same time, it created market panic and stimulated the packaging station to speed up shipment to squeeze the social inventory of waste paper, but the routine obviously failed

after the price of waste paper fell rapidly and the volume of goods arrived decreased precipitously, paper enterprises had to raise prices quickly to ensure normal production needs. At present, the inventory of waste paper and finished paper of domestic paper enterprises is at a low level, the production of paper enterprises still needs to be carried out normally, and the demand for waste paper is still strong

however, for the whole domestic waste paper industry chain, terminal consumption is the key core. From the perspective of domestic consumption, the total retail sales of social consumer goods in June decreased by 1.8% year-on-year, 1.0 percentage points lower than that in May. It is still in the repair channel, but the speed is slowing down. As an important automobile consumption market in the packaging paper industry, in June, the growth rate of automobile consumption entered the decline channel again, with a large decline, which may drag down the overall consumption again in the future. In addition, in the first half of the year, the growth rate of per capita disposable income of residents was at a low level, which may restrict the subsequent recovery of consumption, and also bring some uncertainty to the economic recovery

if consumer demand weakens, it will depress the demand for finished paper for paper enterprises. However, the demand for waste paper graphite anode materials should be more than 10000 tons, which also means that the tight supply of domestic waste will continue. The imbalance between supply and demand may continue in the future, which will also increase the volatility of waste paper prices

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