纸浆数据日报-20260112

Group 1: Report Industry Investment Rating - No relevant information provided Group 2: Report's Core View - The pulp futures were significantly weakened by the macro - sentiment of commodities today but did not break through the 5400 - 5700 shock range. It is expected to have large fluctuations due to commodity sentiment in the near future, and it is recommended to take a wait - and - see attitude [6] Group 3: Summary According to Related Catalogs Pulp Price Data - Futures Prices: On January 9, 2026, SP2601 was 5480 yuan/ton with a daily increase of 0.66% and a weekly increase of 0.37%; SP2609 was 5602 yuan/ton with a daily increase of 0.68% and a weekly increase of 0.57%; SP2605 was 5550 yuan/ton with a daily increase of 0.84% and a weekly increase of 0.33% [6] - Spot Prices: On January 9, 2026, the price of coniferous pulp Silver Star was 5600 yuan/ton with no daily or weekly change; the price of coniferous pulp Russian Needle was 5400 yuan/ton with a daily increase of 1.89% and no weekly change; the price of broad - leaf pulp Goldfish was 4750 yuan/ton with a daily increase of 0.64% and a weekly increase of 1.06% [6] - Foreign Offer Prices: In January 2026, the offer price of Chilean Silver Star was 710 dollars/ton with a monthly increase of 1.43%; the offer price of Brazilian Goldfish was 560 dollars/ton with a monthly increase of 3.70%; the offer price of Chilean Venus was 620 dollars/ton with no monthly change [6] - Import Costs: In January 2026, the import cost of Chilean Silver Star was 5802 yuan/ton with a monthly increase of 1.42%; the import cost of Brazilian Goldfish was 4587 yuan/ton with a monthly increase of 3.66%; the import cost of Chilean Venus was 5073 yuan/ton with no monthly change [6] Pulp Fundamental Data - Supply - Import Volume: In November 2025, the import volume of coniferous pulp was 72.5 tons with a monthly increase of 4.92% compared to October; the import volume of broad - leaf pulp was 176.5 tons with a monthly increase of 33.92% compared to October [6] - Supply - Domestic Output: On January 8, 2026, the domestic output of broad - leaf pulp was 25.1 tons; the domestic output of chemimechanical pulp was 23.9 tons [6] - Inventory - Port Inventory: As of January 4, 2026, the sample inventory of China's mainstream pulp ports was 199.7 tons, a cumulative increase of 9.1 tons from the previous period, with a month - on - month increase of 4.8% [6] - Inventory - Futures Delivery Warehouse Inventory: On January 8, 2026, the inventory of futures delivery warehouses was 13.5 tons [6] - Demand - Finished Paper Output: On January 8, 2026, the output of offset paper was 20.40 tons; the output of coated paper was 8.40 tons; the output of tissue paper was 29.33 tons; the output of white cardboard was 38.30 tons [6]