论文部分内容阅读
9月份后,随着学校开学、中秋、国庆等假日的来临,造纸行业将进入传统的产销旺季,行业基本面逐步翻暖。近期造纸原料及下游纸品价格疲软态势略有好转,行业基本面略有改善。最近,纸浆和废纸市场价格略有企稳,或将成为下游需求改善、纸企迎来转机的最真实信号。一、纸品市场:纸品价格稳中趋降,文化纸继续回调,包装纸价格持平铜版纸:8月铜版纸终端价格普遍下降50~100元,跌势明显放缓,现在部分铜版纸价格已经明显低于生产成本。照往年惯例,“金九银十”是传统商品销售旺季,9月开始铜版纸市场应进入销售旺季,但传统旺季并未改变铜版纸的颓势,部分厂家试探性在9月提价,但目前下游需求提升并不明显,落实不佳。
After September, as the school starts, Mid-Autumn Festival, National Day holiday is approaching, the paper industry will enter the traditional production and marketing peak season, the industry fundamentals gradually warming. The recent weakness in the prices of papermaking raw materials and downstream paper products improved slightly, with a slight improvement in the industry fundamentals. Recently, the market prices of pulp and waste paper have stabilized slightly, or will become the most real signal that the downstream demand will improve and the paper industry will usher in a turnaround. First, the paper market: Paper prices steady decline, paper continued to call back, wrapping paper prices flat Coated paper: August coated paper terminal prices generally dropped 50 to 100 yuan, the decline slowed down, and now part of the coated paper prices Has been significantly lower than the cost of production. As usual practice, “Golden nine silver ten ” is the traditional commodity sales season, started in September coated paper market should enter the sales season, but the traditional peak season did not change the decline of coated paper, some manufacturers tentative price increases in September, but at present Lower demand is not obvious, poor implementation.