Major paper mills released a shutdown plan for November, with a capacity impact of no less than 230,000 tons

Chenming, Huatai and Sun's three coated paper manufacturers announced plans to suspend production in November. The major coated paper machines were shut down for 10 days this month, with an estimated capacity impact of more than 60,000 tons. At the end of October, APP also announced the shutdown plan of its Jindong and Jinhuasheng, with a capacity impact of 54,000 tons.

In addition to the limited production of cultural paper machines, major packaging paper manufacturers will also stop in November-December. Packaging paper mills including Quanzhou Xiaolong, Tianjin Xiaolong, Dongguan Jinzhou, Dongguan Yinzhou and Zhanjiang Chenming will stop production for 3-31 days from November 1st to December 5th. Less than 118,000 tons.

Shandong Sun Paper: According to the plan, the company decided to shut down the PM24 machine coated paper machine in November, the specific time: November 10, November 19, 2018, a total of 10 days.

Jinguang Paper: In order to better respond to the government's call for energy conservation and emission reduction, build resource-saving and environment-friendly enterprises, further improve machine efficiency and stabilize product quality. CCBU will stop at the end of October to the end of November.

details as follows:

1) GE factory will carry out plant-wide shutdown from November 4th to November 11th, including PM1, PM2, PM3 machine and rear cutting machine and packaging machine.

2) GHS factory, national power plant maintenance, PM1 shutdown from November 4th to November 9th, PM2, PM3, PM4 shutdown from November 25th to November 30th.

Shandong Huatai Paper: According to the company's equipment maintenance plan, the coated paper machine will be shut down for maintenance from November 7 to November 16, for a total of 10 days.

Chenming Paper: The following factories of our company started to stop from the date of public announcement, as follows:

In response to market pressure, the four major coated paper suppliers also announced the news of limited production for 10 days of downtime maintenance in November. It is estimated that the market will be reduced by 50,000 tons, but there is no news of the shutdown of Jinhai, and no clear price increase has been released. The letter, whether it can effectively alleviate the pressure of supply and demand, is still waiting for market observation and tracking.

[如如纸掌]

The import quota for the 23rd batch of waste paper was announced, with a total volume of 465,600 tons, which was tightened again from 2.01 million tons last month. A total of 18,060,000 tons were approved for 23 batches this year. The unexpectedly enlarged import quota last month caused the price of waste paper to fall sharply. .

In October, the overall paper market plunged, white card, whiteboard, corrugated box board, copper plate, double glue, and electrostatic copy paper all showed a downward trend. Due to poor demand, channel vendors competed for low-price shipments, and market confidence was sluggish. Due to the rapid decline, there is also an early release of inventory pressure, and it is expected that there will be a phased stabilization process in November.

April Asia Pacific expects about 500,000 tons of commercial broad-leaf pulp to be converted into dissolving pulp next year. China is the world's largest dissolving pulp consumption country. In 2017, the dissolved pulp import volume was 2.62 million tons, and the domestic production capacity was 1.3 million tons (actual output 1.05 million tons). Foreign dependence is high.

Nine Dragons Paper officially completed the acquisition of Fairmont pulp mill, costing US$62 million. This year, Nine Dragons has acquired four pulp and paper companies in the US, with a total pulp and paper production capacity of 1.1 million tons.

The China Light Industry Federation released the top ten papermaking companies in 2017, followed by: Xiaolong, Chenming, Huatai, Liwen, Sun, Shanying, Bohui, Jindong, Rongcheng and Jingxing.

[cost side]

· Crude oil: continue to fall after rising

· The latest price: 62.86 US dollars / barrel, from the high of 77 US dollars in early October all the way down, this trend, basically ease the increase of logistics costs, worried about the impact of oil surplus, the industry began to bearish on the market.

· Power coal: after falling high, it will stabilize

· The latest reference price is 645 yuan / ton, starting from 672 yuan / ton on October 17, and has recently stabilized. 600-672 became the fluctuation range of this year.

Exchange rate: stop

Latest exchange rate: 6.89,

The latest volatility: After rushing to 6.977 on October 30, the callback began. Whether the renminbi against the US dollar will fall below the 7.0 mark has been the focus of the market.

Trend observation: Since October, the renminbi has continued to depreciate, and the highest exchange rate against the US dollar stood at 6.97, but it has not broken through the market-sensitive 7.0 mark. The trend of continued depreciation in the future still exists.

[Plotting station]

The latest reference pulp price: broadleaf pulp 5800, softwood pulp 6400

The latest volatility: At the end of October, the price of pulp continued to decline with the price of paper. After the missed 6000 platform, the market was still dominated by demand, and the price was in a state of chaos due to fierce competition, which basically matched the current market weakness.

External disk observation: In November, the price of the outer disk began to decrease. The price of Chilean silver star pulp fell by 40 US dollars / ton, and the needle pulp was lowered by 10 US dollars / ton.

Responsible editor: Ge

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