The hottest price halved. This year's waste paper

2022-10-19
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The price has halved. This year's waste paper market can't afford to play at all.

around the "double 11" in previous years, the use of cartons was at its peak, and its price and consumption showed an upward trend. However, recently, both the price of waste cartons and the price of finished cartons in the markets all over the country are declining, and the consumption is also decreasing. Some waste products purchasing the joint venture may increase the company's annual EBITDA level by double digits, and even return home in advance because of bad business. Recently, an investigation was carried out on this, involving the entire industrial chain from waste buyers to paper mills to users

the price has halved, and this year's waste paper market can't afford to play at all.

this year's waste paper price is basically a zigzag route, rising all the way from the beginning of the year to April. Around May, national waste began to fluctuate and fall all the way, especially from September to now, the purchase price has fallen from 3500/ton in the glorious period to less than 2000/ton now, and the price has fallen so much that you can't find a home, The owner of the waste paper packaging station felt bitter. This year's price fluctuated up and down, and everyone felt that this year's waste paper was exactly the same as the futures stock world. It was really impossible to play without two sons

this is true in the market. On the morning of November 14, we came to the waste acquisition point located in the northern suburb of Huantai. At a waste purchase site in the northern suburbs of Huantai, the yard was full of waste cartons. The yard of a waste purchase site is full of unpacked waste cartons, which is difficult to settle down. The boss, who claims to have 20 years of experience, told him that these might be sevenoreight tons. According to the boss, the moving beam of the paper he collected here stops automatically; The price of the box varies according to the quality. The general price is 50 cents a kilogram, but the good price is 70 cents a kilogram. After receiving it, it will be sent to the local paper mill. "When business is good, you can collect a truck of waste cartons." "A car?" Stunned, the boss explained that the tricycle he used could pull more than two tons per car

in the boss' impression, when the carton was high, the purchase price was probably 1.2 yuan per kilogram, almost twice as much as now. Due to the low purchase price, the purchase site is a little deserted, and can only receive about a ton of waste cartons

calculated at 70 cents per kilogram of waste cartons, the cost of a ton is 1400, while the other party only gives 1400 to sell to the paper mill. Although the purchase of dry waste products is in a remote place, the houses are dilapidated, and they use their own people, but they can't earn money or even lose money. "It's mainly made up for by the cheap cartons we received. In the past, we could barely make money when we were 1600 tons."

with high inventory and loss selling, it is difficult for small paper mills to survive this cold winter.

self employment is difficult, and the life of family owned enterprises is also difficult

Mr. Rong is the sales director of a paper-making enterprise in Huantai. He is mainly responsible for checking orders and shipping. In the past, 15000 tons of cardboard were sent out by his hand every menstruation, but only 10000 tons in October, a full third less. This is not a small number

what made him feel headache was that not only the sales volume of carton board paper fell sharply, but also the price plummeted, from about 5600 per ton in the same period last year to less than 5000 now, and the cheaper one sold only 4200 per ton

in Mr. Rong's position, his understanding of this industry is much more comprehensive than the practitioners interviewed earlier. According to Mr. Rong, on the one hand, the carton board used in the manufacture of cartons is in a state of supply, on the other hand, many manufacturers choose to use white cardboard and gray board instead of carton board, because the prices of these two are very low, resulting in the price of carton board can not be raised

at present, the carton board production machine of Mr. Rong's enterprise has been stopped production, and there are 7000 tons of carton board in the warehouse. This figure is far less than the sales volume in one month, but it is twice that of the same period last year

in Mr. Rong's view, the overall situation is not very good, which is another important reason for the reduction of carton paper sales. "Real estate is a little weak, and the corresponding sales of household appliances are also affected, so less packaging materials are needed, while the cartons made of carton paper produced by our company are used in household appliances."

Mr. Rong said that the prospect of carton board paper is still good, because the national economic growth, the demand for packaging materials is increasing at a rate of 2% per year, but the requirements are also increased. Originally, recycled cardboard was used as the packaging material. Now people require to use full wood pulp cardboard. Their company has purchased a full wood pulp production line and is ready to put it into production next year, which is the measure taken to meet the requirements of environmental protection

according to Mr. Rong's judgment, the turnaround will occur in March next year. "At present, the selling price is lower than the cost, and selling it is a loss." Many small paper mills may not survive this winter, and the off-season of paper sales will be after the Spring Festival, and the consumption of cartons will be less and less, leading to the integration of resources in the industry

the volume of double 11 packages is true, but the amount of cartons is decreasing sharply.

as one of the users of cartons, Xiao Song deeply understands Mr. Rong's distress

at noon on November 16, when I saw Xiao Song near Huantai turntable, he was having lunch with several colleagues around his desk. Xiao Song is a staff member of an express company. He is very busy these days. He has to cut in every detail when eating. Several cartons for express delivery are scattered in the office, in sharp contrast to the packaging bags hung on the shelves in the nearby workshop

as a county-level point of an express company, Xiao Song's place of work received 4000 express deliveries ready for delivery every day during the "double 11", which is four times the usual number. In the past, these express deliveries were basically packed in cartons. Now only half of them are like this, and the other half has been wrapped in packaging bags. "Now clothes and others are not afraid, but express packaging is unique, and the overall safety of FMCG packaging is packed in bags, and food is generally packed in boxes."

after the state issued the decree banning the import of solid waste, the foreign waste cannot enter, and the gap created needs to be filled by the national waste, and the price of the national waste cardboard box rises rapidly. However, the price still has to follow the demand. The long-term demand is not strong enough, and the paper enterprises can't bear the pressure of rising costs. We still take nine dragons paper, which has been the champion of the paper industry all year round, as an example. The situation of higher prices can't last long. As the market digests the import tightening policy, its support for waste paper prices is also weakening

at the same time, due to the rising price of waste paper, which drives the price of finished products, many downstream enterprises choose other packaging materials out of cost considerations, which also drives down the sales of cardboard and cartons

as far as the current situation is concerned, there is a significant gap between the volume and price in peak season and the same period in previous years, but the situation of the whole year has not formed a roller coaster like trend compared with previous years, and the change is not particularly obvious

it is understood that Article 52 of the e-commerce law of the people's Republic of China, which will be implemented on January 1, 2019, stipulates that express logistics service providers should use environmentally friendly packaging materials in accordance with the regulations to achieve the reduction and reuse of packaging materials

some analysts believe that the implementation of this provision will not only further promote the use of green packaging materials, but also improve the utilization rate of cartons, thereby reducing procurement and driving down prices

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