Source: Wall Street
According to media reports, waste paper has continued to rebound since last week, and 145 paper mills across the country have raised prices. The fundamentals of the national waste market have maintained a general increase, and the three major dragons in the northern region have been raised by 100/ton. In addition, up to 20 new paper price increases were added across the country, with the highest increase of 200/ton.
On the one hand, environmental protection inspectors and external waste control are becoming stricter, and the concentration of paper industry is expected to increase. On the other hand, driven by the peak season of demand, the recent waste paper prices are back, and the external waste policy continues to tighten, and there is still room for increase in waste paper prices. The organization believes that due to the increasing scarcity of waste paper, the limited supply of raw materials further enhances the bargaining power of enterprises.
In addition, it is worth noting that the performance of pulp futures just listed at the end of November continued to be weak, and the price was highly discounted. This means that the cost of papermaking enterprises will be reduced accordingly. Therefore, the paper products that are more stable at the end of the product price will inevitably make their gross profit margin. Rising, it is a good one.
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