中国 紙パルプ価格分析

Chinapaperonline は、2006年の米国のパルプ工場閉鎖による160万トンの供給減、また、2008年のブラジル、インドネシア、中国、ロシアの300万トン以上の増産などの要因により原材料は高価格を維持すると分析した。 紙では、SBSの価格が2007年第4四半期に高騰するなど、2008年も高水準を維持する見込み。また、上級印刷用紙、塗工印刷用紙は国内小規模工場の閉鎖、米アンチダンピングの取消しなどにより、市場は有望である。一方、新聞用紙、段ボール原紙は2008年も需給ギャップが続くとした。

中国 紙パルプ価格分析” への1件のコメント

  1. Price Climbing in China Paper Market
    First, price of raw material surged
    Wood lumber is somehow a rare resource in China. Driven by the strong demand volume of imported wood lumber has been increasing since 2006. In Sept of 2007 China imported a total of 27.9 billion M3 of lumber, down by 3.1% over August with price of USD141.77/mt, up by 0.4%.
    By the end of Oct 2007 price of soft wood pulp from USA was quoted at USD830/mt, up by USD10/mt over previous month. Price of same kind from Europe was Euro583.72/mt, down by Euro6.69/mt. Price of hard wood pulp from USA was USD749.26/mt, up by USD29.26/mt with a jump of 4%. Price of the kind from Europe was Euro520.9/mt, up by Euro8.71/mt.
    Since Oct of 2007 price of recovered paper from USA has been surging. Spot price of USA recovered paper #11 and #8 reached RMB1631/mt and USD1570/mt, up by RMB31/mt and RMB70/mt, respectively. Price of major recovered paper from Europe also slightly went up. Price of A5 went up by RMB38/mt to RMB1478/mt and price of A2 went up by RMB18/mt to RMB1348/mt. Same thing happened to recovered paper from Japan with price going up by RMB60/mt to RMB1500/mt for #11 and up by RMB69/mt to RMB1509/mt for #8.
    Second, price of paper grade saw different track
    Since Oct 2007 price of newsprint stayed flat at RMB4700/mt. Imported newsprint also showed no change with average price of RMB4800/mt. It is predicted the price of newsprint will not see big difference in the next couple of months. The demand-supply situation decides gross profit rate of newsprint will stay at the low end range. It is very hard to push the price up.
    Fine paper is kept in a strong market with price of printing/writing paper continuous climbing. Price of low-end fine paper increased by RMB100/mt to RMB4900/mt. The strong demand will continue for the next couple of months.
    Supply of art coated paper will shrink in the next couple of months. This will not change the over-supply situation either. Price of art coated paper dropped RMB340/mt for imported and RMB663/mt for domestic in Oct.
    Price of linerboard slightly declined in Oct while price of corrugated paper went up by RMB50/mt, reaching RMB2550/mt for imported and RMB2300/mt for domestic. Price of SBS went up by RMB50/mt to RMB7050/mt. Price of recycled board increased by RMB80/mt to RMB4400/mt.

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