Core Viewpoint - The price of raw paper has increased due to rising costs of recycled paper, impacting downstream packaging and cardboard manufacturers, while the demand for paper is expected to rise in the traditional peak season at the end of the year [1] Group 1: Price Changes and Impact - A packaging paper company in Langfang, Hebei, has received numerous price increase notices from upstream suppliers recently [3] - The general manager of Santai Paper Industry in Hebei stated that they have raised their packaging paper prices by 10% to 15%, which is lower than the 20% to 30% increase from upstream raw paper [5] - As of November 24, the average daily price of corrugated paper was 3,213 RMB/ton, a year-on-year increase of 17.65%, while boxboard paper averaged 3,889 RMB/ton, up 6.86% year-on-year [7] Group 2: Market Trends and Expectations - Analysts believe that the prices of corrugated and boxboard paper will continue to rise in the short term, although the pace of increase is slowing [9] - Factors contributing to this trend include low inventory levels at paper mills and an expected increase in demand as orders for the upcoming Spring Festival and New Year are released [9] - The profit margins within the industry are shifting towards upstream suppliers, making it more challenging for price increases to be passed down to downstream manufacturers [9]
成本上涨未影响产量 包装纸行业旺季满产运行
Sou Hu Cai Jing·2025-11-26 15:14