內地紙價大漲紙廠停產 廢紙回收價暴漲令龍頭企業紛紛出海
為填補原料缺口,國產廢紙回收增速價格上漲。據《央視財經》引述數據顯示,2021年4月份國內黃板紙到廠均價為每噸2,140元人民幣(下同)(不含稅),按年上漲25%左右。有業內人士表示,這次廢紙價格的上漲與紙漿價格上漲有關,隨著禁廢令的落地,國產的廢紙需求量愈來愈大。內地一些造紙龍頭企業嘗試在海外林木資源豐富的國家佈局產能。
此外,最近,文化用紙、包裝用紙齊刷刷漲價。5月份以來,內地主要文化紙企業和貿易商發布多張漲價函,其中文化紙每噸普遍漲價200元,白卡紙每噸漲價到1,000元。
在這輪漲價潮中,多家造紙企業利潤增長迅速,但3月份以來多家造紙企業卻突然宣布停機檢修,主要由於紙漿原料價格上漲,造成漿價和紙價的倒掛,一些紙廠只能停機。
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