上游废纸供应减量 原纸价格连续多月上涨

Core Viewpoint - The packaging paper industry is experiencing a rise in raw paper prices since the third quarter of this year, with several paper companies initiating a new round of price increases in the fourth quarter. The underlying reasons for the increase in raw paper prices are being investigated. Group 1: Price Increases - The packaging paper industry has seen multiple price adjustments for product ex-factory prices due to rising raw paper costs [4] - Several paper companies have started a new round of price increases in the fourth quarter [1] Group 2: Raw Material Costs - The production line with an annual capacity of 400,000 tons primarily uses recycled paper pulp, and the recent increase in waste paper prices has raised the production costs of raw paper [3] - The current inventory levels of raw materials are relatively low, with about one-third of the storage space for waste paper being unutilized due to lower waste paper collection volumes in the second half of the year [6] - A paper company consumes nearly 1,000 tons of waste paper daily for production, and the supply shortage in the second half of the year has significantly impacted prices [8]