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The cold weather in the peak season caused the CCTV financial investigation. In the past two years, from the fourth quarter to the beginning of the second year, paper prices have always come out of a wave of small bull markets. This year, with the resurgence of the "golden peak season", the price of paper has not risen as a whole. Whether it is waste paper or finished paper, this winter is particularly cold.
The head of Fujian Liansheng Paper, a subsidiary of Shanying International, told CCTV that their finished paper stocks are currently 30,000 tons, an increase of 30% compared with the same period last year. The person in charge of a large-scale cardboard factory in Tianjin said that the sales in the peak season of each month in the previous year could reach 80-90 million. However, this year's double-eleven demand for the most demanding season, sales can only achieve more than 60 million. The production capacity is 30%.
At the moment, during the Double Eleven e-commerce shopping festival, the demand for cartons is the strongest. Compared with the rising paper prices in the first half of this year, why is the current price diving sharply?
In a paper mill in Xiamen, which mainly produces carton paper, a large amount of corrugated paper and cardboard paper are piled up in the warehouse. The person in charge told the reporter that their finished paper stock is currently 30,000 tons, which is 30% higher than the same period last year. about.
Yan Qicheng, deputy general manager of Fujian Liansheng Paper Co., Ltd. said that because the market demand for sales is not so strong, so he did not have the demand for goods in advance. If it is really busy, everyone must place an order. At the time, key customers have priority, and that is not needed now.
A person in charge of the packaging company that produces cartons also told reporters that this year is the season with the most demanding orders in a year. The capacity can not meet the orders, but this year's situation is not the same.
Zhang Tongde, president of Tianjin Property Light Xuyang International Trade Co., Ltd. said that we have a factory in Tianjin (previous year) should have more than 80 million, 90 million sales per month in the peak season, now only 60 million Therefore, the production capacity is 30% surplus.
It is understood that the decline in demand for cartons is related to the reduction of export orders this year. In addition, due to the high fluctuations in paper prices in the past two years, some of the large households using cartons are also reducing the amount of cartons due to environmental protection and cost considerations. Jingdong promoted packaging and recycling, and Tmall launched a plastic express delivery box two years ago. In addition, due to the continuous growth of papermaking profits and the withdrawal of small and medium-sized paper mills, large paper mills continue to increase the production capacity of pulp and base paper at home and abroad.
Li Wei, managing director of Beijing Bowen Ruisi Business Consulting Co., Ltd., told reporters that in 2017, we probably put out about 19 million tons of capacity for the 19 lines (box paper corrugated paper). In the three quarters before 1 to 9 in 2018, China's imports of corrugated paper finished paper increased by 75% compared with last year. The demand was relatively weak, and the increase in supply led to a lack of (paper price) peak season.
At a waste paper packing station in Xiamen, Fujian Province, the owner Feng Zhongjun told reporters that his packing station is now buying about 30 tons of waste paper a day, showing in his recent few months of waste paper purchases, in the second half of this year. The price of waste paper has been oscillating down.
Feng Zhongjun, a purchaser of waste paper in Xiamen, Fujian, said that as of November 6, we received 1,700 yuan per ton, which was 2,500 yuan/ton in July, and a ton of 800 yuan fluctuated greatly.
At Feng Zhongjun's waste paper packing station, the warehouse was almost filled with the already packed waste paper. He told reporters that these are all waste paper currency. The stock is nearly 500 tons, which was acquired around September this year. The purchase price is around 2,300 yuan / ton, and the cost must be at least 2,400 yuan to lose money. But what he did not expect was that from September to now, the price of paper continued to decline. Now these papers can only be sold for 2,000 yuan/ton, and one ton will cost more than 400 yuan.
Feng Zhongjun, a purchaser of waste paper in Xiamen, Fujian, said that it may be that I have made the most inventory in the past five or six years, and the loss should be the largest. (swallowed a lot) Originally thought it rose, I did not expect it to go up, has been falling.
It is understood that from the end of May this year to the present, the prices of all kinds of packaging paper products continue to fluctuate downwards, the main raw material corrugated paper used in cardboard boxes, the price dropped from 5100 yuan / ton at the end of May to the current 4,000 yuan / ton, a drop of nearly 22 %, the price of cardboard paper fell from 5,600 yuan / ton to 4,300 yuan / ton, a drop of 23%. The price of finished paper fell, and the price of waste paper fell. The price of first-grade used cardboard paper dropped from 3,200 yuan/ton at the end of May to the current 2,200 yuan/ton, a drop of more than 30%.
Tang Yanju, deputy secretary-general of the China Recycling Resources Recycling Association, told reporters that the price of waste paper has basically been a line of several characters since the beginning of the year, from the beginning of the year until April, all the way up, and then to May. Before and after, the national waste (domestic waste paper prices) began to fluctuate all the way down. Regarding this round of decline, whether it is a waste paper recycling enterprise or a paper mill, it is not expected.
Xu Hanyang, deputy general manager of Xiamen Hanyangda Environmental Material Recovery Co., Ltd. said that we are not preparing for backlogs in the future. That is to say, if one car is enough for today, it will be taken in and out, enough for a car to be taken away, enough for a car to pull away, so that the risk of our company is relatively small.
Waste paper acquisition moves forward, paper companies regulate the steady price of goods
Frequent fluctuations in paper prices pose great risks to upstream and downstream companies. In order to stabilize price fluctuations, various links in the industrial chain are also seeking new development models.
This is a recycling group of paper recycling group in Putian, Fujian. According to the relevant person in charge, this regional sorting transfer station was established in the second half of 2017. The purchasers at all levels are sent to the paper mill, and this sorting center is a paper mill that will move forward with the acquisition and can directly dock large supermarkets and other large papers that produce waste paper.
Chen Hao, general manager of Shanyu International China Operation, said that we will transfer this acquisition to this end customer, and then a supply quality and price of the entire market will form a guarantee to a certain extent.
It is understood that in the past two years, due to the tightening of imported waste paper policy and the frequent fluctuations in paper prices, paper mills are full of crisis in the procurement of waste paper raw materials. At present, many large-scale papermaking enterprises have established standardized recycling papers in many places across the country. The sorting and processing center effectively gathers the surrounding sources of goods, unifies the quality of the recycled paper in the area, and stabilizes the price.
Chen Hao, general manager of Shanyu International China Operation, said that at present, there are 8 in the country. In the first half of next year, we will have 12 to 15 transfer stations, and each of our recycling scales should be reached (every month). ) about 20,000 tons.
Zhang Xiuhong, managing director of Central South Renewable Resources Co., Ltd., said that this method can solve the problem of concentrated arrival, and can solve the problem of sharply rising prices.
In addition, paper companies are also trying to cooperate with downstream packaging companies and large end-user companies to recover industrial-grade recycled paper produced by end users, and to replace the paper cartons in the same amount, with only processing fees from finished paper to packaging.
Tong Yingying, assistant to the chairman of Xiamen Hexing Packaging and Printing Co., Ltd., said that the sharing of high-quality resources can better serve downstream customers and achieve a warming effect, which can better cope with risks.