Drop of valence, paper value considerably as near future waste paper, the problem that the papermaking, industry that pack reveals sends grow in quantity more. Analytic orgnaization walks along the view of situation to also be divided to prospective paper value for two cliques, one clique thinks to suffer demand effect, paper value will continue to drop, one clique thinks to suffer useless quota is less outside be being added newly with Qiu Dong seasonal environmental protection is restricted to produce policy to drive, paper value or will rebound.
By October, waste paper price steeps fall, paper value becomes loose, on November 7, jiu Long depreciates 200-1000 yuan / ton, involve Tianjin dragon of nine of Jiu Long, Dongguan, too the base such as Cang Jiulong; On November 14, jiu Long depreciates once more, fall in 200-600 yuan / ton, involve a variety of paper such as bovine paperboard, coated paper, white paperboard to plant; On November 21, jiu Long’s ox blocks sea otter ox to block Tubu card of ox of Niu Kabai face falls 500, card of ox of second birth of earthworm of earthworm ox card falls 600, corrugated paper falls 500, white paperboard falls 300!
According to recent market information, corrugated paper price is at present top drop amount to 2000 yuan / ton above. With top price breaks through 6200 yuan before this / ton photograph comparing, paper value already was in 4000 yuan / ton drift up and down. Be aimed at this kind of circumstance, many trade public figures consider as market demand to be shifted to an earlier date to overdraw, bring about order to be not worth be caused by.
But at the same time also somebody offers new point of view, manager of plant of some 2 class represents Hua Na district, although waste paper price fall drove paper price drop, but also benefit at promoting profit margin, even if price drops continuously, for profit of years whole 2017 to the paper mill, also calculate what to get.
This manager still thinks, what real interest is damaged is the enterprise that pack, a lot of 2 class factories the store up before this a large number of base paper, after paper value steeps fall, the paper that purchases at high price is about in an instant low moves, those who go out is more, those who have a deficit is more, but have to go out again. 3 class factory because the product is coessential,change, bargain ability is weak wait for an element, rise in price conduct lag, the message of base paper price fall one get about, terminal user depreciates with respect to requirement synchronism, industry profit is compressed serious.
As to prospective paper value go situation is particular how, at present trade public figure and analytic orgnaization cent are two cliques:
One clique thinks paper value continues be issued to lower levels, if paper product analyst thinks, inside short time, suffer demand effect, price of base paper of rows of tiles on a roof or will continue firm in have falling prices; Because base paper demand is low,confuse, waste paper price or continuance concussion dish rectify situation.
One clique thinks paper value or will rebound, be like light industrial industry analyst thinks, four quarters are new useless quota is less outside adding, appear similar in October of the middle ten days of a month considerably possibility of increase sharply circumstance is inferior. Together with environmental protection superintends hasten tight situation to won’t be changed basically, overlay publishs environmental protection of autumn winter season more to be restricted to produce policy, these elements will be formed to the price prop up.
And in the 3rd quarter, paper value was experienced ” a day of one price ” prices, company of much home papermaking publishs newspaper of money of the 3rd quarter in the near future, vest in appears on the market profit of company shareholder net reverses times growth compared to the same period, integral outstanding achievement grabs an eye.
If morning cries paper industry, odd season of the 3rd quarter realizes income 8.18 billion yuan, grow 37.1% compared to the same period, vest in appears on the market the net gain of company shareholder 966 million yuan, grow 57.1% compared to the same period. Be like industry of hill eagle paper again, the 3rd quarter realizes income 4.923 billion yuan, grow 60.6% compared to the same period; Net profit 605 million yuan, grow 959.6% compared to the same period.
The main reason that its profit grows considerably, cannot leave produce and sale of the 3rd quarter naturally to measure promotion, product to rise in price wait for an element. Specific can return for at 3 o’clock: Papermaking industry value conducts a mechanism faster, waste paper price rises drive value of finished product paper to rise; Environmental protection superintendency strength is all-time 2017 increase, small plant reduction of output even stop production makes general appearance, supply quantity decreases; Overdraw because of shifting to an earlier date demand, make demand of the 3rd quarter soars, industry whole appears to seek state for be less than.
Responsibility edits: Enemy