Toilet paper welcomes the "price rise". Currently, pulp prices are upside down.


　　Listed paper companies' profits in the first quarter have increased significantly.

　　Hoarding toilet paper has become popular?

"The price increase of paper towels in many places across the country" caused concern.

A company said in a roundabout way that it was shutting down for maintenance.

Has "Luoyang Paper Expensive" appear in the market?

Is it obvious to consumers?

What is the reason for the price increase of paper towels?

On May 24th, reporters from all media of this newspaper visited and learned about it.

　　Text, Picture/Tu Duanyu, All Media Reporter, Guangzhou Daily

Supermarket toilet paper is sold at regular price

　　Old deals are hard to find

　　At the end of March this year, several household paper giants such as Jin Hongye, Hengan, Vinda, and Zhongshun Jierou successively announced that their products would increase prices.

Recently, the rise in paper prices has once again triggered heated discussions. Some consumers reported that the household paper in their area has ushered in a "three consecutive rises" in one month, and some people said that they are hurrying to stock up on toilet paper.

　　On the 24th, reporters from all media of this newspaper visited a community supermarket in Yuexiu District, Guangzhou and found that the prices of tissue papers of many brands were relatively stable. Except for individual products of individual brands that displayed "reduced sales", all other products were on sale at regular prices and did not have any Buy gifts.

A grandmother asked the supermarket staff to help take the tissues at the highest point after a long time of comparison: "It doesn't seem to be very cheap, so buy this one and let's go back." In response, a staff member of the supermarket told reporters: "No increase. The price has not been reduced, and it has basically been at this price."

　　But some people in the industry don’t think so: “The daily necessities of supermarkets, such as toilet paper and shampoo, are all in the “red sea” competition pattern. It is a routine operation to buy as much as you want at a discount. If there is no yellow label, it is basically a price increase in disguise. Looking at the timeline a little longer, the price of toilet paper has risen in the past two years. Of course, its raw materials, transportation costs and labor are also rising." In his view, after the major giants announced the price increase, the price has gone through It takes a period of time for distributors to transfer to the terminal, so some areas are more obvious, and some are not obvious. Once the local distributors have exhausted their existing inventory, the consumer side may gradually feel the price changes of toilet paper.

　　In this regard, a person in charge of the supermarket reported that because chain supermarkets originally had a lot of household paper inventory and signed long-term supply agreements with manufacturers, there was no increase in the price of household paper in the short term.

Pulp and paper prices are upside down

　　Papermaking companies announced "downtime for maintenance"

　　Not only toilet paper, in fact, since May, major domestic cultural paper companies and traders have issued a number of price increase letters. Among them, the price of cultural paper has generally increased by 200 yuan/ton, and the price of white cardboard paper has increased by 1,000 yuan/ton. .

On May 17, Nine Dragons Paper, which ranks No. 1 in the packaging paper industry in China, launched the third round of price increases in May. Within a week, Nine Dragons Paper’s base paper prices rose on average every three days.

Along with the news of the price increase of Nine Dragons base paper, the cardboard market has also ushered in a new round of price increases, many of which are already in the second round of increases.

　　Zhang Shenjin, secretary general of the All-China Federation of Industry and Commerce Paper Chamber of Commerce, said that the main reason for this round of paper price increases was the global increase in the prices of pulp, logistics, and energy upstream of papermaking, which directly increased the production costs of enterprises; Those that have risen on a lower basis, such as white cardboard, have a relatively large increase at present.

　　On March 31, Shandong Sun Group announced that it would optimize and adjust industrial paper and art paper machines in April; on April 26, Shandong Huatai Paper issued a notice, planning to stop production and maintenance of art paper machines in early May; April On the 27th, Chenming Paper decided to shut down the cultural paper machine for 10 days in mid-to-early May.

　　According to industry insiders, some small paper companies are currently in a difficult situation. Due to the upside-down of pulp and paper prices, they do not rule out the possibility of direct shutdown; and some large paper companies with guaranteed supply of raw materials may consider shutting down for maintenance. A compromise approach.

For example, a staff member of Sun Paper said: "There is no shutdown, it is a normal shutdown for maintenance, and it has nothing to do with the sharp increase in raw materials."

The first quarterly report of listed paper companies is beautiful

　　In this round of price hikes, upstream paper companies have made a lot of money before, and the quarterly reports of listed paper companies this year are very beautiful.

Chenming Paper's net profit in the first quarter was 1.179 billion yuan, a year-on-year increase of 481.42%; Sun Paper's net profit in the first quarter was 1.108 billion yuan, a year-on-year increase of 106.71%; Bohui Paper's net profit surged 5 times last year, and the growth rate in the first quarter of this year was also as high as 337%.

　　Some industry experts believe that in the industry chain, upstream paper companies have the right to speak. Some large paper companies have gained a lot from this wave of price increases due to their large inventory. Even if the inventory is used up and they want to buy pulp, they can pass on the price increase. Go on, because it has a certain degree of control over the pricing power of the industry.