Source: Guangzhou Daily
At present, toilet paper in some supermarkets is basically free with purchase.
Hoarding of toilet paper has become a trend? “The price increase of paper towels in many places across the country” has attracted attention. Some companies said in a roundabout way that they were shutting down for maintenance. Has "Luoyang Paper Expensive" appeared in the market? Is the consumer experience obvious? Why are paper towel prices rising? On May 24, all media reporters from this newspaper visited and learned about this.
Supermarket toilet paper is on sale at regular prices
Past discounts are hard to find
At the end of March this year, Golden Red Leaf , Hengan , Vinda, Zhongshun Jierou , which are household paper giants, have successively announced that their products will increase in price. Recently, the rise in paper prices has once again triggered heated discussions. Some consumers reported that household paper in their area has experienced "three consecutive increases" in one month, and others said that they are rushing to stock up on toilet paper.
html On the 24th, our all-media reporters visited a community supermarket in Yuexiu District, Guangzhou and found that the prices of many brands of household paper were relatively stable. Except for some products of a few brands showing "sale at reduced prices", all other products were on sale at regular prices. No buy-in bonus. After comparing for a long time, an old lady asked the supermarket staff to help get the top paper towels: "They don't seem to be very cheap, so just buy this one and go back." In response, a staff member of the supermarket revealed to reporters: "It hasn't gone up. The price hasn’t dropped yet, it’s basically the same price.”But some people in the industry don’t think so: “Daily necessities in supermarkets such as toilet paper, shampoo, etc. are in the ‘Red Ocean’ competitive landscape. Discounts and promotions are a normal practice. If there is no yellow label for discounts, it is basically a disguised price increase. If we look at the timeline a little longer, the price of toilet paper has still increased in the past two years. Of course, raw materials, transportation costs and labor are also rising. "In his view, after the major giants announce price increases, it takes a while for the prices to be transmitted from dealers to terminals, so it is more obvious in some areas. It is not very obvious. Once the existing inventory of local dealers is exhausted, consumers may gradually feel the price changes of toilet paper.
In this regard, some supermarket managers reported that because supermarket chains already have a lot of tissue paper in stock and they have signed long-term supply agreements with manufacturers, there has been no increase in tissue paper prices in the short term.
Pulp prices and paper prices are upside down
Papermaking companies have announced "shutdowns for maintenance"
It's not just toilet paper. In fact, since May, major domestic cultural paper companies and traders have issued multiple price increase letters, among which cultural paper has generally increased in price. 200 yuan/ton, and the price of white cardboard has increased to 1,000 yuan/ton. On May 17, Nine Dragons Paper , which ranked first in the packaging paper industry in terms of output, launched the third round of price increases in May. Within a week, Nine Dragons Paper's base paper prices increased on average every three days. Along with the news of the price increase of Nine Dragons base paper, the paperboard market has also ushered in a new round of price increases, and many paperboard mills have experienced their second round of price increases.
Zhang Shenjin, secretary-general of the All-China Federation of Industry and Commerce Paper Industry Chamber of Commerce, said that the main reason for this round of paper price increases is the global rise in prices of pulp, logistics, energy and other upstream papermaking, which directly increases the production costs of enterprises; the categories that have increased this time are also in Prices that rose on a previously low basis, such as white cardboard, are currently rising at a relatively large rate.
On March 31, Shandong Sun Group announced that it would optimize and adjust its industrial paper and copper paper paper machines in April; on April 26, Shandong Huatai Paper issued a notice that it plans to suspend production and maintenance of its copper paper machines in early May; On April 27, Chenming Paper decided to shut down the cultural paper machine for 10 days in mid-to-early May for maintenance.
Industry insiders said that some small paper companies are currently in a difficult situation. Since pulp prices and paper prices are upside down, they do not rule out the possibility of directly suspending production; while some large paper companies with guaranteed raw material supply may consider shutting down for maintenance. A more 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."
Listed paper companies' first quarter report is beautiful
In this round of price increases, upstream paper companies have previously Already making a lot of money, the first quarter reports of listed paper companies this year are very beautiful.Chenming Paper's first-quarter net profit was 1.179 billion yuan, a year-on-year increase of 481.42%; Sun Paper's first-quarter net profit was 1.108 billion yuan, a year-on-year increase of 106.71%; Bohui Paper 's net profit surged five times last year, and the increase in the first quarter of this year 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 need to buy pulp, they can still absorb the price increase. Pass it on because it has a certain degree of industry pricing power.
(originally titled "Profits of listed paper companies increased significantly in the first quarter")
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