The hottest pulp prices soared, and 50 terminal br

Pulp prices soared by 50%, and terminal brands also joined the price increase camp

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core tip: since early November 2020, pulp futures rose from more than 4200 yuan/ton to more than 6700 yuan/ton, breaking a record high, with an increase of more than 50%, opening a round of sharp rise. Split paper enterprises

since early November 2020, pulp futures have risen from more than 4200 yuan/ton to more than 6700 yuan/ton, breaking a record high, rising by more than 50%, opening a round of sharp rises. Splitting the cost structure of paper enterprises, we can see that the proportion of pulp raw materials in the cost side of papermaking is high, more than 60%. The sharp rise of pulp is the source of frequent changes in the papermaking sector recently. The price rise of papermaking enterprises itself is the transmission of pulp price rise

short term catalytic factors: the repair of valuation, pulp has the advantage of undervaluation compared with other commodities before the sharp rise. At the same time, within the industrial chain, due to the price rise of finished paper first, profits are mostly concentrated in the downstream, which provides space for the rise of pulp prices; In addition, the ban on abolition has led to a reduction in supply and a steady increase in demand

long term catalytic factor: it is the "plastic ban order". According to the "opinions on further strengthening plastic pollution control", disposable plastic bags, plastic tableware and express plastic packaging will be banned and restricted, which is expected to promote the substitution of paper packaging. At present, food grade white cardboard has been used to replace lunch boxes and straws. Kraft paper bags replace plastic bags under the condition of high debt supporting national decision-making and market shrinkage. In the future, express plastic packaging is expected to continue to be replaced by box tile paper packaging

under the background of short-term catalysis and long-term catalysis resonance, the prosperity of the paper industry will be significantly improved in 2021

stationery brands have also officially joined the army of price increases! Copy paper soared by 500 yuan/ton

in 2020, the pulp industry as a whole was at the bottom of history, and rebounded and rose since December. In January 2021, pulp prices continued to rise, and many paper-making enterprises frequently issued price increase letters. Recently, major office stationery brands have also officially joined the army of price increases

Shanghai Chenguang Stationery Co., Ltd.: due to the recent continuous last week of papermaking raw materials, Chenguang brand copy paper will be increased by 200 yuan/ton from February 1, 2021, and by 500 yuan/ton again on March 1

Shenzhen Qixin Group Co., Ltd.: affected by the fluctuation of raw materials in the market and the preparation of other test pieces: the universal testing machine takes the gauge distance in the middle of the test piece or punches holes with a foot gauge at both ends of the gauge distance as a marking factor, the price of brand copy paper across the whole line will be increased by 500 yuan/ton (including tax) from January 25, which will take effect on January 25. The prices of brand printing paper, cash register paper and bills across the line will be increased by 5% - 9% (including tax), which will take effect on January 25

Deli Group Co., Ltd.: due to the continuous rise in the price of paper raw materials, the price of our paper products will be increased from February 1, 2021

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