Cultural paper enters price increase cycle, leading companies benefit

Recently, many cultural paper companies have successively issued price increase letters, and some companies even sent price increase letters to May and June. According to reporters, the large-scale stocking of teaching aids in autumn, the serious diversion of publishing houses, and insufficient supply of social orders are the main reasons for this round of cultural paper. In addition, because 80% of the raw materials of cultural paper depend on wood pulp, the price of raw materials continues to rise , Also led to an increase in the price of cultural paper.

The price increase letter is sent to May and June

On April 12, according to statistics, many cultural paper companies issued price increase letters, and many companies have issued price increase letters to May and June. From June 1, the price of copy paper for Double A's full range of products has been raised by RMB 200 / ton from the container departing from Bangkok, Thailand. Asia-Pacific Sembo will increase the price of photocopying paper products by RMB 200 / ton from May 1st. From May 1, APP will increase the price of copy paper products (including imported products).

"The price of cultural paper in this round has risen sharply, mainly due to the diversion of most of the production by the publishing house and the insufficient supply of social orders." Lu Jingjing, an analyst at Baichuan Information Light Industry, told reporters that the traditional peak season for cultural paper began in March and autumn Teaching materials are being stocked on a large scale. Compared with previous years, the order period of the publishing house in 2018 has been advanced. Some publishing houses signed a supply contract with the paper mill in January, and now they are entering the centralized supply period.

In addition, high raw material pulp prices are also a major reason. The latest quotation of Baichuan Information shows that bleached softwood pulp is about 6900 yuan / ton, bleached broad-leaved pulp is about 5900 yuan / ton, bamboo pulp is about 6000 yuan / ton, sugarcane pulp is about 5200 yuan / ton, reed pulp is about 5000 yuan / ton, The annual increase of coniferous pulp and broad-leaved pulp is as high as 50%. As the consumption of culture paper is up to 80%, under the circumstance of strong demand and raw materials going up, there is more incentive for enterprises to pass on the cost.

For the market outlook, Lu Jingjing said that in the next two years, the new international pulp production capacity is limited, and the price increase of wood pulp paper grades is still sustainable.

Information collation: Carton Street

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