Source: Paper must have you
The reason why the price of paper products continued to fluctuate in the fourth quarter was that the demand for finished paper in the peak season was seriously worse than expected, which led to pressure on the paper mill's construction load, and interest in pulp demand fell from a high level. Although the super-large paper mills in the market tried to stabilize the price, the pessimistic sentiment of the market led to the failure of the pricing strategy to help the finished paper sales.
The pessimism mainly comes from the decline of domestic consumption level and the expected reduction of packaging paper demand in the trade dispute unilaterally provoked by the United States. The market outlook is mainly concerned with the downstream paper mills in the Spring Festival. It is expected that the downtime of downstream paper mills will be more obvious than 2017. increase.
The latest batch of approval for the first batch of external waste in 2019 is as high as 5.03 million tons. In 2019, the number of the first batch of external waste quotas increased significantly year-on-year. It can be seen that the market demand is still forced by the Ministry of Eco-environment to make adjustments to the approval method. It is a signal to release the quantity of imported waste paper.
In summary, in the first quarter of 2019, the price of domestic paper products may be completed before the Spring Festival, and the price of paper products after the Spring Festival is expected to rise.
Editor in charge: Miao Rong
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