双胶纸数据日报-20251028

Group 1: Report Industry Investment Rating - No information provided Group 2: Report's Core View - The fundamentals of double-offset paper have remained stable recently, with a slight increase in weekly production and a small rise in inventory. Some paper mills have issued price increase letters, and the implementation of these letters needs to be closely monitored. In the short term, the positions and trading volume in the futures market are low, and it is recommended to stay on the sidelines [7] Group 3: Summary by Relevant Catalog Double-offset Paper Futures Data - On October 27, 2025, the price of 0P2601 was 4232, up 0.95% from October 24, 2025. The position volume of the main contract was 1109, down 2.97% from October 24, 2025 [5] Spot Price Data - Double-offset paper prices in various regions such as Shandong and Beijing, and copperplate paper prices in Guangdong and Shandong showed no daily or weekly changes on October 27, 2025 [5] Papermaking Raw Material Data - Prices of various raw materials such as Shandong broadleaf and softwood pulp showed different daily and weekly changes on October 27, 2025. For example, Shandong broadleaf Jinyu was 5500 yuan/ton with no daily or weekly change, while Shandong softwood Moon was 3700 yuan/ton, up 0.94% daily and weekly [5][6] Double-offset Paper Supply and Demand Data - From September 2025 to October 2025, the production, capacity utilization, factory inventory, and social inventory of double-offset paper showed different trends. For example, the production in October 24, 2025 was 20.3 million tons, and the capacity utilization was 56.9% [6] Double-offset Paper Production Gross Profit - The production gross profit of double-offset paper using chemimechanical pulp and broadleaf pulp as the main raw materials also showed different trends from September 2025 to October 2025 [6]