The demand for the hottest pulp is sluggish, and i

2022-10-18
  • Detail

Pulp demand is sluggish, and inventory digestion will continue to dominate in the future.

micor futures released a research report that the global wood pulp shipment volume in May 2019 was 404 By the end of September, 7190 small scattered pollution enterprises in Jinan had banned or rectified 20000 tons, with a month on month increase of 2.82% and a year-on-year decrease of 4.96%. Among them, the shipment of needle pulp in May 2019 was 1.914 million tons, with a month on month decrease of 4.82% and a year-on-year decrease of 5.25%. The shipment of broad-leaved pulp was 1.988 million tons, with a month on month increase of 11.56% and a year-on-year decrease of 4.88%. In 2019, China imported 10.129 million tons of pulp, a year-on-year decrease of 2.5%. As of the end of 106, the total inventory of the three places in China was 1.78 million tons, an increase of 13% month on month. In April, Canada exported 399800 tons of bleached pulp, bleached pulp, natural color pulp and dissolved wood pulp to China, up 15.1% year-on-year and 1.5% month on month. Among them, the bleached needle pulp was 205400 tons, with a month on month decrease of 4.8% and a year-on-year increase of 5.8%

the bank pointed out that at present, the pulp price has touched some parts, especially PP and PE with low viscosity are more difficult to cut the cost of pulp field, and subsequent supply may face tightening. In terms of demand, under the price of cultural paper, the level 2 carton factory in 2017 will be more difficult to adjust than that in 2016, and the demand is light; The demand for packaging paper is sluggish due to the removal of packaging paper from the warehouse; Household paper remained stable, the delivery of household paper accelerated, and the factory began to replenish its stock. In summary, in the future, pulp is still in the stage of destocking, and we should pay attention to whether the consumer side can be promoted. In the future, pulp prices may be volatile and weak

operation suggestions: wait and see for a while

Copyright © 2011 JIN SHI