Current situation of the most popular domestic imp

2022-10-19
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The current situation of domestic imported waste paper market

recently, the market of waste paper in the international market has been rising all the way, and the price of domestic imported waste paper has also been deeply affected, and the price has risen again and again. A few days ago, the Chinese government submitted an application to the WTO to impose tariffs on a number of imported goods from the United States, including waste paper. If implemented, the original zero tariff American waste will be subject to a retaliatory tariff of 24%. One stone aroused thousands of waves, and for a time, the industry had different opinions on the price trend of imported waste paper, especially American waste. So what is the current market situation of domestic imported waste paper? How much will the 24% retaliatory tariff affect the price fluctuation of imported waste paper, especially American waste

the price of waste paper is rising. In the domestic market, we often encounter more or less the displacement of the tension machine. The cloud changes color. "The price of imported waste paper is rising too fast, almost one price a day!" During the interview, most waste paper import agents had similar exclamations. In the second half of May, the CIF price of waste corrugated cardboard boxes in the United States increased by $per ton to $per ton, while the price of waste newspapers and magazines in the United States also increased by $per ton to $per ton. While the price trend of American waste is booming, the prices of European waste and Japanese waste are also rising all the way, and the speed and range of price increase of European waste are no less than that of American waste

in the face of such a strong rise in the price of imported waste paper, coupled with the potential for a 24% tariff increase on American waste, domestic customers have reacted

some waste paper import agents said that their customers have reduced their orders for American waste, especially manufacturers with a certain amount of waste paper inventory hope to rely on the existing inventory for a period of time to wait and see the development of the situation. However, other agents revealed that their customers are beginning to buy a large amount of imported waste paper, especially some large paper mills have organized people to purchase directly abroad. Manufacturers take different countermeasures. In addition to the differences in economic strength, especially fabrics, they mainly hold different views on the future development trend of waste paper market

the former believes that the crazy price rise of imported waste paper, especially American waste, is only temporary, and it will be good to survive this period of time, because China is one of the important markets of American waste paper after all. If the price is bid up too high, the purchase volume of Chinese customers will decrease sharply, and the paper price will naturally be reduced. The latter view is diametrically opposite. They believe that the price of imported waste paper will not fall in the short term, but will continue to rise. If we do not step up inventory replenishment now, it means that we have to pay a higher price to maintain normal production in the future. It's hard to say which is right or wrong. Before the market is really clear, it's a matter of different opinions after all

tariff increase is not the main reason. The price rise is caused by supply and demand. Then China may impose a 24% tariff on American waste. What impact will it have on this market? If the tariff is not increased by 24% in the end, will the domestic imported waste paper market stabilize and the price stop rising or even decrease? We might as well discuss the relationship between supply and demand

first look at domestic demand. China is a large country of papermaking, but also a country lacking in forest resources. In recent years, the domestic economy has developed rapidly. As a basic industry, the paper industry, which improves its own advantages, has also developed rapidly. Therefore, there is an increasing demand for waste paper that can be used as papermaking raw materials

however, both in quality and quantity, domestic waste paper resources are far from meeting domestic papermaking needs, which leads to a large number of waste paper imports from abroad every year. In terms of import volume, American waste has always ranked first, and its source of goods is much more stable than Japanese waste and European waste. In terms of quality, American waste, mainly raw pulp, is also higher than European waste and Japanese waste. Therefore, for a long time, many domestic paper mills have taken American waste as the main production raw material, and their production equipment and process flow are also specific. From this point of view, the substitutability of American waste is very small, coupled with the insufficient supply of European waste and Japanese waste. Therefore, even if China really imposes a 24% tariff on American waste, the price of American waste continues to rise significantly, and most manufacturers still want to continue to buy American waste

in fact, many large domestic paper mills were alert when the pulp market began to rise, and sent special personnel to rush to buy imported waste paper as soon as possible, because the sharp rise in the price of raw wood pulp would make the market of waste paper optimistic

let's look at the supply of waste paper abroad. The sources of waste paper imported by China are mainly the United States, Japan and Europe. The amount of waste paper collected is directly related to the economic situation of a country. The recession of the U.S. economy last year resulted in a reduction in domestic paper and corrugated paper consumption, and a corresponding reduction in the recycling of old corrugated paper and waste newspapers; Now the U.S. economy has begun to recover, but the supply of waste paper has not kept up for a while, resulting in a shortage of goods. In addition, the waste paper of the United States will be exported only after meeting the domestic demand. In this case, even without tariff factors, the waste paper of the United States will rise. Looking at the daily waste, many people may still remember that a large number of daily waste was imported into China in the second half of last year, so they still hope to rely on the import of daily waste to solve the urgent need. However, we must note that the reason why a large number of Japanese waste exports occurred in the second half of last year is that the domestic economy was depressed, and many paper mills were closed before there was a surplus supply. At present, Japan's economy is recovering. The paper industry, as a basic industry, first followed by graphene nanocomposites, can use Su in almost all the utilization of traditional polymer materials. At present, the domestic supply of Japanese waste paper is still insufficient, There is little possibility of a substantial increase in exports. As for European waste, affected by the general environment of the international waste paper market in short supply, its price is certainly rising, and even has a trend to exceed that of American waste. In addition, considering that Thailand, India, Malaysia and other countries are rushing for waste paper, the international waste paper market may still be a seller's market in the short term, and the price will still rise, which will inevitably affect China's waste paper market. Therefore, some insiders believe that the 24% tariff is one of the reasons for the fluctuation of waste paper price, but without this factor, according to the current macroeconomic and market trends, the price of imported waste paper will rise at least in the past two or three months

of course, it is still uncertain about the market trend and the increase of tariffs, but one thing is certain, that is, the waste paper market will fluctuate in recent months, so in this troubled autumn, domestic paper industry and imported waste paper agents must pay close attention to the dynamics of the international market and respond at any time. At the same time, we also hope that the domestic waste paper recycling can end the current disorderly state as soon as possible, establish a relatively perfect waste paper recycling management mechanism, strengthen the awareness of environmental protection, and improve the recycling rate of waste paper, so as to reduce the domestic paper industry's dependence on imported waste paper and no longer be controlled by others for a long time in the supply of raw materials

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