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纸浆数据日报-20250516
Guo Mao Qi Huo·2025-05-16 10:40

Group 1: Report Industry Investment Rating - No information provided Group 2: Core View of the Report - After the macro - level positive factors are realized, pulp is expected to fluctuate [1] Group 3: Summary by Related Catalogs Pulp Price Data - Futures Prices: On May 15, 2025, SP2505 was 5370 with a 0.71% daily and 4.80% weekly increase; SP2507 was 5386 with a 0.15% daily and 4.62% weekly increase; SP2509 was 5318 with a 0.19% daily and 4.44% weekly increase [1] - Spot Prices: Coniferous pulp Silver Star was 6300 with a 0.00% daily and 1.61% weekly increase; Russian Needle was 5450 with a 2.83% daily and 4.81% weekly increase; Broad - leaf pulp Goldfish was 4250 with a 1.19% daily and 3.66% weekly increase [1] - Outer - disk Quotes: Chilean Silver Star was 770 dollars with a - 6.67% monthly decrease; Brazilian Goldfish was 630 dollars with a 3.28% monthly increase; Chilean Venus was 690 dollars with a 0.00% monthly change [1] - Import Costs: Chilean Silver Star was 6289 with a - 6.62% monthly decrease; Brazilian Goldfish was 5154 with a 3.25% monthly increase; Chilean Venus was 5640 with a 0.00% monthly change [1] Pulp Fundamental Data Supply - Imports: In March 2025, coniferous pulp imports were 79.8 tons with a 0.00% monthly change; broad - leaf pulp imports were 147 tons with an - 8.47% monthly decrease [1] - Domestic Production: On May 15, 2025, broad - leaf pulp domestic production was 20.7 tons; chemimechanical pulp was 20.1 tons [1] - Shipments to China: In February 2025, pulp shipments to China were 1502 tons with a - 2.66% monthly decrease [1] Inventory - Port Inventory: On May 15, 2025, pulp port inventory was 219.8 tons [1] - Delivery Warehouse Inventory: On May 15, 2025, it was 27.00 tons [1] - Finished - paper Inventory: On May 15, 2025, double - offset paper was 20.00 tons; coated paper was 7.70 tons; tissue paper was 27.70 tons; white cardboard was 27.90 tons [1] Demand - Finished - paper Production: On May 15, 2025, double - offset paper production was 20.00 tons; coated paper was 7.70 tons; tissue paper was 27.70 tons; white cardboard was 27.90 tons [1] Pulp Valuation Data - Basis: On May 15, 2025, Russian Needle basis was 64 with a quantile level of 0.824; Silver Star basis was 914 with a quantile level of 0.978 [1] - Import Profit: On May 15, 2025, coniferous pulp Silver Star import profit was 11 with a quantile level of 0.642; broad - leaf pulp Goldfish was - 904 with a quantile level of 0.092 [1]