内地纸价大涨纸厂停产 废纸回收价暴涨令龙头企业纷纷出海
为填补原料缺口,国产废纸回收增速价格上涨。据《央视财经》引述数据显示,2021年4月份国内黄板纸到厂均价为每吨2,140元人民币(下同)(不含税),按年上涨25%左右。有业内人士表示,这次废纸价格的上涨与纸浆价格上涨有关,随着禁废令的落地,国产的废纸需求量愈来愈大。内地一些造纸龙头企业尝试在海外林木资源丰富的国家布局产能。
此外,最近,文化用纸、包装用纸齐刷刷涨价。5月份以来,内地主要文化纸企业和贸易商发布多张涨价函,其中文化纸每吨普遍涨价200元,白卡纸每吨涨价到1,000元。
在这轮涨价潮中,多家造纸企业利润增长迅速,但3月份以来多家造纸企业却突然宣布停机检修,主要由於纸浆原料价格上涨,造成浆价和纸价的倒挂,一些纸厂只能停机。
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