Zheng Quan Ri Bao·2025-12-03 16:13Core Viewpoint - The packaging paper industry is experiencing a price increase for products such as corrugated paper and boxboard, driven by multiple factors including rising raw material costs, industry self-regulation, and improved demand dynamics. The competitive landscape is shifting from price competition to value collaboration, enhancing the market power of leading companies [1][2][3]. Group 1: Price Increases - Major companies like Nine Dragons Paper and Shanying International have issued price increase notices, raising prices by 50 to 80 yuan per ton for key products [1]. - The average price of waste yellow board paper has risen to approximately 1800 yuan per ton by the end of October 2025, reflecting a year-on-year increase of 2.92% [1]. Group 2: Supply and Demand Dynamics - The supply-demand balance has improved significantly since 2025, with leading companies voluntarily reducing production to stabilize prices [2][3]. - Factors such as increased consumption of waste yellow board paper and a decrease in finished paper inventory have contributed to a stable demand environment [3]. Group 3: Industry Strategy Shift - Leading companies are shifting their strategies from "market share acquisition" to "profit preservation," utilizing tactics like production halts and price increases to manage supply and demand effectively [3]. - The industry is moving towards a new phase characterized by "collaborative price maintenance" and "capacity exchange," driven by the dominance of leading firms [3].