据统计，截至11月24日，国内瓦楞纸日均价为3213元/吨，同比上涨17.65%；箱板纸日均价为3889元/吨，同比上涨6.86%。业内普遍认为，在这一轮涨价当 中，由于下游需求相对稳定，上游环节的议价能力要更强。 卓创资讯瓦楞及箱板纸资深分析师 徐玲：短期来看，瓦楞及箱板纸（价格）还是呈现上涨的趋势，但涨势有所放缓。一方面目前纸厂的库存处于低位，供 应端暂时没有很大的压力；另一方面，随着春节、元旦的订单陆续释放，需求存在增加的预期。整个产业链的利润向上游偏移，涨价向下游传导难度加大。 在河北廊坊一家包装纸企业的办公室里，负责人向记者展示了最近一段时间他们收到的来自上游的大量涨价函。 河北廊坊三泰纸业总经理程传雨告诉记者，面对成本不断上涨的情况，他们也随之上调了企业生产的包装纸价格，但涨幅比上游原纸20%到30%的幅度要 低，总体保持在10%到15%左右。不过，成本的上涨并未影响到企业产量，在这个工厂，记者了解到包装纸产线和纸箱产线基本都处于满产状态。 （央视财经《经济信息联播》）原纸价格因上游废纸涨价而出现上涨，下游的纸板厂和包装厂企业是否受到了涨价的影响？年底纸张需求的传统旺季已经到 来，纸张企业的生产情 ...

Core Viewpoint - The recent surge in paper prices, with multiple price hikes occurring in a short period, reflects a complex interplay of supply and demand factors, leading to significant market disruptions and increased costs for downstream industries [5][10]. Group 1: Price Increases - Multiple paper companies have issued price increase notices, with reports indicating that there have been 10 price hikes since August, with increases ranging from 30 to 50 yuan per ton for various types of packaging paper [3][5]. - A specific paper company reported a daily shipping volume of 300 tons, with a total shipment of 10,000 tons in the month, and a price increase of 200 yuan per ton this month alone [3]. Group 2: Supply Factors - The price increases are attributed to a dual supply shortage, with rising raw material costs and adverse weather conditions impacting the availability of wood and recycled paper [7][10]. - Extreme weather events and stricter environmental regulations have led to increased production costs for paper manufacturers, which are then passed on to consumers [7][10]. Group 3: Demand Factors - The demand for paper has surged due to seasonal factors such as graduation ceremonies and e-commerce promotional events, creating a significant spike in the need for various paper products [8][10]. - The ongoing digital transformation has not fully replaced the need for paper in sectors like education and publishing, leading to continued strong demand [8]. Group 4: Long-term Outlook - The upward trend in paper prices is expected to persist, with supply chain recovery taking time and ongoing climate uncertainties likely to impact waste paper collection and logistics [10]. - Companies and consumers are advised to prepare for continued market volatility and consider strategies to manage paper usage effectively [11].