What is the relationship between waste paper and grey board prices?
As we all know,large gray paper paper mills are sitting on a large amount of cheap waste.On the basis of not needing too much consideration of raw material costs,full-load operation can ensure the cost of gray board paper is minimized,plus 100,000 tons and above.Warehousing capacity reduces the cost of finished product storage.Before the arrival of the traditional packaging paper season,the stocks of large paper mills rose to a high level.For large paper mills,high inventory is an important reason to limit their price adjustments.
Because small and medium-sized paper mills have limited external waste quotas,they mainly rely on high-priced countries for waste production,and small and medium-sized paper mills lack the bargaining power of finished paper market.Therefore,they use fast-forward and fast-out,cash-based business methods,but the inventory is relatively low.The profit margin was squeezed by the fluctuation of market raw material prices and the adjustment of the price of finished products of large paper mills.For small and medium-sized paper mills,the price of national waste is an important reason for limiting the price adjustment of finished paper.
Based on the above two points of analysis,we take Guangdong as an example to enumerate the data between the price of gray paperboard at different levels of paper mills and the price of waste raw materials.
1.The price of gray board paper generally follows the fluctuation of national waste price.The price of gray paper in large paper mills is relatively stable,while the price fluctuation of gray paper in small and medium-sized paper mills is significantly larger,and it can better follow the trend of national waste prices;
1.The price fluctuation of gray paper in small and medium-sized paper mills is more sensitive and fast,while the price of gray paper in large paper mills is adjusted after following the small and medium mills.
2.The gray paper price adjustment has a 4-6 day lag period compared to the waste paper raw material price adjustment.
The above data further shows that the cost and price of grey paperboard in large paper mills are stable.It is not necessary to go to the market to quickly and significantly adjust the price of gray board paper.It is the first to bear the psychological expectation of stock consumption in the off-season.It also verifies the low inventory of small and medium-sized paper mills.The cost is obviously affected by the price of raw materials,the rate of finished papers is passed on quickly,and the cash is the survival mode of the king.