Guide language: On April 10, yueyang forest paper takes the lead in issueing outstanding achievement announcement, net first quarter 2018 gain adds the company compared to the same period 866.77% to 1002.21% . Showed papermaking industry fully undoubtedly the boom degree first quarter. Even if is such, 2 class market however not show respect for. Since the beginning of the year, papermaking the Gao Jing bearing that takes situation and trade appears to deviate from apparently. Was in demand April additionally off-season, reason AprilCorrugated paperReachBoard paperThe price still is put in pressure of be issued to lower levels.
Papermaking course of study scene bearing explodes first quarter canopy
After tomb-sweeping day, collective of paper mill of domestic much home is released rise in price case, to culture paper, Wrapping paperUndertook every tons respectively with the breed such as special type paper 100 yuan differ to 200 yuan on tone.
On April 10, yueyang forest paper takes the lead in issueing outstanding achievement announcement, the company realized vest in to appear on the market first quarter 2018 the net gain of company shareholder and go up photograph of year of the corresponding period than, will increase 128 million yuan to go to 148 million yuan, increase compared to the same period 866.77% to 1002.21% .
Appear to be added considerably so fast, although was crossed the company to be affected lowly 2017 by cardinal number of profit of the corresponding period, but Yueyang forest paper increases considerably buckle profit of the net after blame, also showed papermaking industry fully undoubtedly the boom degree first quarter.
A informations that date of public of small letter of Yueyang forest paper released on April 9 enough explains, “2018 year in March, career of papermaking of Yue Yang branch created two records 5 times, it is crop innovation is tall, accumulative total produces paper 21773 tons, overfulfill 1840 tons; 2 it is lowest of only month nonproductive time, total nonproductive time 38.9 hours, it is low ……” of 10 years of Chan Yuexin
And to outstanding achievement grows first quarter, appear on the market the company is its end, hasten of policy of environmental protection of reform of side of executive supply of industry of “ place papermaking, country is severe, fall into disuse backward produce the effect that can wait for an element, market of product of parent company paper to good, product sale price rises continuously. ”
State of mind changes: Should steep fall to soaring phenomenon, downstream enterprise adopts “ to follow collect along with with ” strategy
“ is put in Spring Festival effect first quarter, enterprise of a lot of papermaking undertakes the overhaul ahead of schedule, bring about social inventory to drop more. After the Spring Festival, begin stock up downstream, so a lot of enterprises take advantage of an opportunity raises price, produced the small summit of a stock up then. Lu Yaya of analyst of industry of papermaking of dispatch of 100 travelling expenses is opposite ” paper value explains so first quarter.
Even if is such, 2 class market however not show respect for. Since the beginning of the year, papermaking the Gao Jing bearing that takes situation and trade appears to deviate from apparently.
Data shows, up to on April 10, a built chipboard piece to drop 5.43% , among them Yueyang forest paper drops 3.89% , rich collected paper industry to drop 7.77% , h the corresponding period of industry of Jiu Long paper also appeared of certain extent drop.
Downstream enterprise should steep fall to base paper spurt in prices phenomenal state of mind tends gradually reason. Purchase base paper circumstance to look from around of downstream enterprise Spring Festival, the state of mind of downstream 2018 enterprise had apparent change 2017 relatively. Main because the part is downstream last year company reserve base paper is overmuch, during the four seasons spent peak period last year, corrugated paper reachs board paper value not to go up to drop instead, cause downstream enterprise the four seasons to spend give priority to in order to digest costly raw material.
Happen to avoid above issue, downstream 2018 enterprise is purchased more careful, especially off-season first half of the year period is given priority to with laying in normal inventory, downstream enterprise takes the part along with collect along with manoeuvre.
Value of paper of board of rows of tiles on a roof still put pressure of be issued to lower levels in April, but want prep above last year the corresponding period
Downstream enterprise purchases state of mind to tend reason, lay in base paper inventory in great quantities no longer. Mill of although much home is medium at the beginning of April small paper begins to carry valence explore wind, but be in demand after all off-season, corrugated paper and board paper value still put incident in pressure of be issued to lower levels April. This rises in price be afraid final hard be born. Level of the perch in because price of raw material waste paper was in continuously 2018,passing, corrugated paper and board paper price fell reason April a space is not large.
Generally speaking, papermaking industry from April the last ten-day of a month begins, domestic papermaking industry begins to enter consumption off-season, till annual consumption of the last ten-day of a month just will begin get warm again after a cold spell in July.
“ is specific also should divide paper to plant, for instance wrapping paper 45 month are a young busy season. ” Lu Yaya expresses, from the point of supply demand relations, downstream demand can get 2 quarters seasonal element whole goes weak, but the likelihood that upper reaches supplies end to because element of environmental protection, blowdown is contractive,also be faced with, especially the part is medium or small paper look forward to.
By this year March, 3 companies such as industry of paper of prosperous of gold of city of Zhejiang rich this world ever released an announcement to say, construction of new city of Changjiang Delta of because Hangzhou town is wealthy in relief area needs to have stop production, establish liquidation group to undertake debt pay off.
At present paper look forward to holds out “ valence desire is stronger, but still depend on finally the fall of demand extent has after all how old. ” Miao Yunping expresses, although price of 2 quarters paper goes low, but consideration price still wants prep above last year the corresponding period, company profit ability glides extent also can lose last year 2 quarters.