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繼原紙漲價 紙板價格也打響“第一槍”

發布時間:2019-02-15     文章來源:中國紙業網      瀏覽量:602

年后已至,紙品包裝產業鏈上下游企業處于復工復產之際,原紙漲價函也如預料中的那般迅速襲來。日前,福建省聯盛紙業、舞鋼市環能科技發布漲價函,表示紙價在原價格基礎上上調100-200/噸。

受價格壓力等原因,下游的紙板廠也啟動了漲價模式。2月12日,汕頭市萬騰紙業發布漲價函稱,因近期原紙價格上漲,綜合成本增加,自2月13日18點起,紙板價格在原來的價格基礎上漲價。

其中,二層每平方上調0.04,三層每平方上調0.06,四層每平方上調0.08,五層每平方上調0.10,六層每平方上調0.12,七層每平方上調0.14,待通知生產的訂單一律不接。

這張紙板漲價函的出現,打響了珠三角地區紙板價格上漲的“第一槍”,也意味著在紙廠漲價函的催促下,后續可能會有更多的紙板廠加入漲價陣營。

往中長期來看,在2019年,紙價可能依舊是懸在紙包裝企業頭上的一把利刃。從2018年年底到新年開年,在這個淡的不能再淡的季節,原紙卻在逆勢增長,預示今年整個年份的紙價都可能會在高位運行。

一是國內大環境的深化環保督查以及深化供給側改革的進行,同時面對不可確定的中美貿易戰導致的外銷的不確定下,國家會大力維持經濟的持續增長從而動用貨幣政策、稅收政策、財政政策扶持實體經濟發展勢必導致價格高位存在的可能性。

二是行業近三年的動蕩導致的格局改變,小型造紙企業已經基本退場,留下來的都是大鱷。在整體需求難以快速復蘇的情況下,停機報價將是一個常用策略,情愿賣1噸高價紙也不賣10噸低價紙,保利潤比保銷量更輕松。

三是去年11月27日開市的紙漿期貨,這個交易平臺將會發揮對紙漿價格的調節功能以及金融投資的渠道,各大紙廠將會深度介入和參與紙漿期貨交易從而對現貨交易價格起到托底保價作用。

如此看來,2019年的市場依舊充滿了上下游企間的博弈。同時在大型紙廠進行全產業鏈布局的情形下,競爭也會變的空前激烈。

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