Group 1: Paper Pulp Price Data - SP2601 futures price was 5472, with a daily increase of 0.66% and a weekly increase of 1.41% [1] - SP2605 futures price was 5452, with a daily decrease of 0.70% and a weekly decrease of 1.17% [1] - SP2509 futures price was 5202, with a daily increase of 0.77% and a weekly increase of 0.66% [1] - Spot price of coniferous pulp Silver Star was 5850, with no daily or weekly change [1] - Spot price of coniferous pulp Russian Needle was 5250, with a daily and weekly increase of 1.35% [1] - Spot price of broad - leaf pulp Goldfish was 4150, with a daily increase of 1.72% and a weekly increase of 0.73% [1] - Chilean Silver Star's foreign - market quotation was 720, a monthly decrease of 2.70% [1] - Brazilian Goldfish's foreign - market quotation was 510, a monthly increase of 4.08% [1] - Chilean Venus's foreign - market quotation was 620, with no monthly change [1] Group 2: Paper Pulp Fundamental Data Supply - In June 2025, the import volume of coniferous pulp was 67.8 tons, a monthly decrease of 6.09% compared to May [1] - The shipment volume of paper pulp to China in May 2025 was 140 tons, a monthly increase of 3.30% compared to April [1] - The domestic production of broad - leaf pulp and chemimechanical pulp had certain fluctuations [1] Demand - This week, the output of major finished paper increased slightly, but the price of finished paper remained low, providing weak support for paper pulp [2] Inventory - As of August 7, 2025, the inventory of mainstream paper - pulp ports in China was 204.8 tons, a decrease of 5.7 tons compared to the previous period, with a monthly decrease of 2.7% [2] Group 3: Paper Pulp Valuation Data - On August 11, 2025, the Russian Needle basis was 48, with a quantile level of 0.796; the Silver Star basis was 648, with a quantile level of 0.89 [1] - The import profit of coniferous pulp Silver Star was - 34, with a quantile level of 0.546; the import profit of broad - leaf pulp Goldfish was - 32, with a quantile level of 0.61 [1] Group 4: Market News Supply - side - Brazil's Suzano announced a $20/ton price increase for the Asian market in August 2025, and its commodity paper - pulp output in the next 12 - month operating cycle will be about 3.5% lower than its annual nominal capacity [1] - Asia Symbol announced a 150 - yuan/ton increase in the order - receiving price of broad - leaf pulp, only supplying long - term contract customers [1] Strategy - Paper - pulp futures are expected to run strongly [2]
纸浆数据日报-20250812
Guo Mao Qi Huo·2025-08-12 07:43