Recovered waste paper prices rebound slightly; the paper market may operate weakly during the traditional off-season

Since mid-June, the market for domestic waste yellow cardboard has been in a narrow range of fluctuations. The market seems to have suddenly lost its momentum for large rises and falls, more like it has fallen into a cautious adjustment, this state of neither rising nor falling is even more frustrating.

Some colleagues also said that the recent waste paper market has been uncertain, and when the market's bearish sentiment was serious, the market did not fall in the bearish sentiment. Although this is puzzling, it may not be a bad thing.

After the diving Price in May, the June market has not yet seen any amazing changes.

Taking Nine Dragons as an example:

Nine Dragons in Tianjin, Hebei, and Shenyang have increased by 100 since June

Nine Dragons in Dongguan has increased by 120 since June

Nine Dragons in Quanzhou has increased by 80 since June

Nine Dragons in Taicang has increased by 120 since June

Nine Dragons in Chongqing has increased by 100 since June

Nine Dragons in Leshan has increased by 100 since June

The current average Price of yellow cardboard in the market is still hovering around 2000, although there is a slight rebound, but due to the previous heavy blow to the Price of waste paper, returning to the previous high seems to be quite difficult at present.

From the perspective of the overall raw material market, according to relevant statistics, the inventory of pulp in domestic ports remains high, destocking is not obvious, and the inventory of original paper is also high. Pulp, which is also a raw material for papermaking, is still being continuously reduced in Price, spot pulp is continuously decreasing, and futures pulp is also continuously bottoming out. It can be seen that the entire industry is still in a weak state. Judging from historical Prices, although the possibility of a continuous sharp decline is small, the Price of waste paper will also show weakness.

I think that in the later period, as raw materials for papermaking, pulp will bottom out and stabilize, and waste paper will still show signs of a slight rebound.

Now it is the peak season, and the paper Price is expected to rebound slightly, but the traditional peak season will pass, and the subsequent waste paper Price may also be reduced due to the arrival of paper mills, but I think that if there is a Price reduction in the future, it will not be as bleak as in May.

However, at present, the main leading enterprises in China are accelerating their overseas layout, which can reduce costs in terms of raw materials and labor, which has also brought a considerable impact to the domestic waste paper market. In addition, recently, APP, Shandong Chenming, Bohui Paper, and Sun Paper and other production enterprises have raised the Prices of cultural paper and white cardboard by 100 yuan/ton, which will inevitably affect the sales of finished paper, thus affecting the Price increase of waste paper.

Considering various factors, it is expected that the overall market will still be in a weak state for a long time. The off-season in July is approaching, and all colleagues should maintain a calm mind and prepare for this protracted battle!

Attachment: Waste paper quotation on June 25:

From June 25, Guangdong Foshan Jinsheng United Paper Industry, waste paper Price increased by 30 yuan

Adjusted ex-factory Price without invoice

Grade 1: 2080 yuan/ton,

Grade 2: 2030 yuan/ton.

Grade 3: Suspension of acquisition.

Please strictly control the quality standards of all suppliers and prevent water injection and mixing. If the above phenomena are found, the penalty will be doubled.

From June 25, Guangdong Dongguan Jinda Paper Industry

Domestic cardboard A-class 1870 yuan/ton acquisition;

Domestic cardboard general goods A-class 1830 yuan/ton acquisition,

Domestic cardboard general goods B-class 1800 yuan/ton acquisition;

Pit card A-class 1770 yuan/ton acquisition; Pit card B-class 1740 yuan/ton;

Factory-packaged pure pit card and thin ash 1860 yuan/ton; large and small flowers 1930 yuan/ton;

Grade 1 office paper and newspaper 2080 yuan,

Textbook paper (trimmed and cover removed) 2080 yuan/ton.

(Note: Waste paper suppliers from other provinces can enjoy a freight subsidy of 40 yuan/ton with the expressway voucher on the day)

From June 25, Jiangsu Suqian Shuyang Shangshan Paper Industry, waste paper Price increased by 40 yuan.

Implementation of ex-factory Price without invoice:

A-class 1900 yuan/ton,

B-class 1820 yuan/ton,

C-class acquisition Price is 1740 yuan/ton.

D-class 1660 yuan/ton.

From June 25, Shandong Dezhou Pingyuan Huisheng Paper Industry, waste paper Price increased by 30 yuan

The implementation Price is as follows:

A-class implements 2000 yuan/ton,

B-class implements 1820 yuan/ton.

From June 25, Shandong Shouguang Hongyuan Paper Industry, waste paper Price increased by 50 yuan

Adjusted cash ex-factory Price:

The Price of yellow board with a content of 80% or more is 1800 yuan/ton,

The Price of yellow board with a content of 70% is 1700 yuan/ton,

The Price of yellow board with a content of 50%-60% is 1600 yuan/ton.

From June 25, Shandong Zaozhuang Fengyuan Zhongke (Tongda Electric Power) Paper Industry, waste paper Price increased by 30 yuan, Class A unchanged

Waste paper Price adjustment:

Domestic Class A 2330 yuan/ton,

Secondary (single-sided kraft paper) 2230 yuan,

A-class 1850 yuan/ton, A1-class 1790 yuan/ton,

B-class 1690 yuan/ton, C-class 1530 yuan/ton.

Foreign Class A 2360 yuan/ton,

Secondary Cowhide (single-sided kraft paper) 2260 yuan/ton,

Grade A 1860 yuan/ton, Grade A1 1800 yuan/ton,

Grade B 1700 yuan/ton, Grade C 1540 yuan/ton.

Remarks: All suppliers must strictly control the quality of delivery. Deductions will be increased for substandard or wet goods, and fines will be imposed for materials prohibited in papermaking that seriously affect quality. Grade C paper with yellowing below 25% will be rejected.