2020-12-29

Two price increases a day! Suddenly, this”waste product” became”sweet pastry”

By yqqlm yqqlm

Source:CCTV Finance

From January 1 next year, my country will ban the import of solid waste in any way. Waste paper is a major category of imported solid waste. Due to its price advantage, imported waste paper has always been favored by the domestic paper industry.

As the time for a total ban on the import of solid waste is approaching, what new changes are there in the domestic waste paper market in terms of supply and price?

1 The paper mill issued a series of price adjustment letters and the recycling station is busy recycling

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At 7pm, a waste paper recycling station in Xihu District, Hangzhou, Zhejiang At the busiest time of the day, people who weighed, unloaded, and collected money lined up to sell waste paper. Mr. Zhang, a recycler who has just sold out of waste paper, told reporters that the price of waste paper recycling has risen in the past few days. The more than 500 catties of waste paper he sold today is nearly 20 yuan more than the previous two days.

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The owner of this waste paper recycling station said that recently they have received price adjustment letters about the increase in the price of waste paper from paper mills almost every day, and their recycling prices have also increased. The price of board paper is about 1 yuan per catty, and the price of uniform paper is about 9 cents per catty, which is about a dime per catty higher than a month ago. His waste paper recycling station can now collect 25-6 tons of waste paper every day, an increase of 3 to 5 tons compared to the same period in previous years.

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Shu Qunke, the person in charge of a waste paper recycling station in Hangzhou City, Zhejiang Province:Sometimes the price will increase two times a day, basically between 30 yuan and 50 yuan per ton. Every family is not willing Throw it away, basically all came to our acquisition station.

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For such price fluctuations, Shu Qunke said that he has long been used to it, because in recent years, domestic waste paper prices have been volatile.

It is understood that the amount of domestic waste paper imported in 2016 was about 28 million tons, accounting for more than 35%of domestic waste paper consumption. Beginning in 2017, the domestic management of solid waste imports has become more and more stringent. The volume of imported waste paper has been decreasing year by year. By 2019, the volume of imported waste paper has reduced to more than 10 million tons. From January to October 2020, the volume of imported waste paper is only More than 5 million tons.

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As an effective supplement to the raw materials of domestic paper mills, the reduction of imported waste paper has directly brought about a sharp rise in the price of domestic waste paper. The price of paper has basically been stable at around 1,200 yuan/ton for a long time, but it began to fluctuate and rise in 2017, and the current price has basically maintained above 2,000 yuan/ton.

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China Renewable Resources Recycling Association Tang Yanju, Secretary General of the Waste Paper Branch:From September this year to the present The trend of slight increase has risen from about 2,000 yuan/ton to 2,300 yuan/ton. Since the import of waste paper will be completely banned from January 1 next year, many paper mills will also adjust and increase raw material inventory time and inventory, so in the near future There will be a slight increase.

2 Domestic waste paper becomes a hot commodity, and paper mills are deploying front-end recycling links

The successive changes in waste paper prices have also made domestic waste paper raw materials become various Manufacturer’s popular goods. As a result, some large domestic paper mills have also deployed front-end recycling links to compete for resources and stabilize the supply of raw materials.

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Fu Jie, the person in charge of a waste paper recycling company in Hangzhou, Zhejiang Province, has recently received calls from many paper mills every day to buy his waste paper. Although the paper mills are requesting a lot of goods recently, he does not plan to ship them in large quantities. At present, the twenty-odd waste paper packing stations of their company can collect nearly 2,000 tons of waste paper every day, and the daily shipment volume is also Just over a thousand tons. Because he is optimistic about the market outlook, he wants to store some waste paper first.

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In fact, due to the tightening of imported waste paper policies in the past two years, the amount of domestic waste paper recycling has also risen sharply. In 2016, it was about 51 million tons. In 2019, this number has risen to 62.5 million. Ton.

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At the same time, some large paper mills have changed the purchasing strategy of collecting waste paper raw materials at home. On the one hand, they have established their own waste paper recycling stations. Large waste paper recycling companies cooperate to establish a transfer warehouse, move the purchase link forward, and lock in the purchase volume and quality of waste paper in advance.

Tang Yanju, Secretary-General of the Waste Paper Branch of China Renewable Resources Recycling Association:Encourage leading waste paper recycling companies in the region to take advantage of their scale, and the main body of recycling will become more and more concentrated to stabilize the current end-of-line production companies The quality of domestic waste paper and the amount of recycled paper will also be greatly improved.

3 Paper companies set up factories overseas to fill up the gap. Imported recycled pulp soared

In addition to increasing the layout of waste paper materials in the recycling process, some domestic Paper companies are still building factories overseas to make up the gap in waste paper raw materials by processing waste paper into semi-finished pulp and then importing it into China.

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The person in charge of the raw material warehouse of a large papermaking company in Zhejiang introduced that they currently have more than 30,000 tons of imported waste paper raw materials. This is also the last batch of waste paper imported by this company. Beginning on the 1st, this type of waste paper will not be allowed to be imported into the country.

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Li Yunpeng, deputy general manager of a papermaking enterprise in Zhejiang Province:Imported waste paper now accounts for less than 20%, and the proportion of domestic waste paper has increased from more than 10%to more than 80%. Up.

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In addition to imported waste paper and domestic waste paper raw materials, you can also see a gray cardboard in the warehouse of this company. The person in charge introduced to reporters that this is imported recycled paper pulp, which is In overseas factories, imported waste paper is processed into semi-finished pulp and then imported into China. It is understood that this year this company has built a plant for producing recycled pulp in Southeast Asia, and it has been put into production. The designed production capacity is 700,000 tons, but the actual output is about 300,000 tons.

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Li Yunpeng, deputy general manager of a papermaking enterprise in Zhejiang Province:Because the virgin wood pulp content of imported waste paper is relatively high, and the fiber is relatively long, it is a necessary raw material for the production of high-grade paper. We basically use This imported recycled pulp replaces part of it.

It is understood that in 2019, domestic imports of recycled pulp will be about 920,000 tons, and so far this year has been close to 1.6 million tons.

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Industry insiders pointed out that although importing recycled pulp can make up for a part of the gap in imported waste paper raw materials, it also increases the production cost of paper companies to a certain extent. In addition, due to the production capacity of foreign recycled pulp Limited, there are no relevant standards for the import of recycled pulp in China, and the import of recycled pulp still has certain limitations.