【民生调查局】纸价上涨，快递盒要贵了？

Group 1 - The paper industry is experiencing a wave of price increases, with major companies like Nine Dragons Paper and Lee & Man Paper issuing multiple price hike notices since July, affecting various types of paper products [1][3] - The price increase ranges from 30 to 50 yuan per ton, with the market average prices for corrugated paper and boxboard also showing upward trends [1][2] - The price hikes are primarily driven by rising raw material costs and increased operational expenses, with companies expressing strong expectations for price increases due to low profitability [3][4] Group 2 - The paper and paper products industry reported a revenue of 681.21 billion yuan in the first half of the year, a year-on-year decline of 2.3%, and a profit total of 17.57 billion yuan, down 21.4% [4] - The upcoming traditional peak seasons, such as the Mid-Autumn Festival and National Day, are expected to increase demand, while inventory pressures for paper mills remain manageable [4][5] - The industry is facing severe supply-demand imbalances, with an expected production increase of 8.6% in 2024, leading to intensified competition and price wars among companies [6][8] Group 3 - In response to the low-price competition, industry associations in Guangdong and Jiangsu have initiated measures to promote high-quality development and curb "involution" in the paper industry [6][8] - Major companies like Nine Dragons Paper and Lee & Man Paper have responded to the "anti-involution" initiative by issuing shutdown notices to support industry stability [8]