Recently, Jinguang paper, Chenming Group, Shandong Sun Paper Co.Ltd(002078) and Galaxy paper have successively issued price increase notices. This is less than two months from the last time the head paper enterprises issued the notice of price increase letter. Tang Binghua, a researcher of soft commodity futures, said that the pulp price has rebounded from the bottom in November 2021. At present, it is at the high position of the historical median. The profits of paper enterprises have been squeezed, forcing them to raise prices to avoid risks. Tang Binghua said that at present, the price increase of paper enterprises from 100 yuan to 200 yuan / ton is still within a reasonable range. Combined with the fundamentals, the growth rate of finished paper production capacity is lower than the demand, and there is a strong possibility for paper enterprises to raise prices in the first quarter of 2022. Cultural paper has been affected by the "double reduction" policy since the second half of 2021, and the future price may be under pressure with demand.
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