The hottest secondary plant owes a hug to the tert

2022-10-01
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The secondary factory owes the tertiary factory a hug

release date: Source: Carton people say paper responsibility editor: number of views of the package: 1944 copyright and disclaimer

core tip: from the decline in the price of waste paper, base paper and paperboard at the beginning of this month to the end of this month, the price of waste paper and base paper is rising proudly again. No matter why we want to increase the price, can it rise? However, in the case of continued sluggish demand, the third level factory did not stand by, and the second level factory did not dare to raise prices easily. Is it going to be reincarnation again

[China Packaging News] from the decline in the price of waste paper, base paper and paperboard at the beginning of this month to the end of the month, the price of waste paper and base paper is rising proudly again. No matter why we want to increase the price, can it rise? However, in the case of continued sluggish demand, the third level factory did not stand by, and the second level factory did not dare to raise prices easily. Is it going to be reincarnation again

this month, driven by continuous price decline, shutdown and price protection, the paper mill has completed the tasks of de stocking and price protection. The semi annual report of listed companies is another beautiful performance, but what is left for the tertiary and secondary plants? If the poor performance and declining profits are acceptable

then where is the most troublesome follow-up order

today's situation is basically caused by the following factors:

1. Continuous price fluctuations have crowded out a large number of non rigid carton users, who have found new substitutes

2. The decline of domestic consumption index and the insufficient disposable consumption of the people lead to insufficient domestic demand

3. Due to the impact of the international trade war, foreign trade orders have been stable recently, and subsequent orders have not been found in continuous observation

the biggest impact of this part is not the immediate order, but the loss of confidence in export sales. The wait-and-see mood of both domestic exporters and foreign importers is obvious. After all, the situation is unknown, which has a great impact on the price. Export orders are subject to international trade rules, and cannot be changed once the order is received

4. With the continuous increase of production capacity of upstream paper mills, the signal voltage after over amplifying the production capacity of subsequent markets can reach 10V. At this time, the signal is to imitate the signal, and the remaining worries are increased. This shutdown is both a price guarantee and a test of the market strategy without increasing production capacity

5. Under the once-in-a-century market conditions in the whole year of 2017 and the first half of this year, some secondary factories lost their large expansion capacity, which can be seen from the performance of BHS in China in the past two years. However, just like the good market does not know how to come, now we do not know why all routines have failed, but we do not know that all coaxed and fraudulent orders will not last long, and the demand side of cartons is the real market, Without studying the situation of carton customers, I calculated the pockets of the third-class factory every day, and now I'm finally confused. Whether to grab orders at low prices or cultivate direct users, we have no choice

6. The supply side reform of capacity reduction and objective policy factors such as safety supervision and environmental protection crowded out the surplus capacity of other industries, which also led to a decline in the direct demand for cartons

7. The major e-commerce platforms promote frequently, and the continuous promotion of borrowing and building without a bottom line has finally consumed the enthusiasm of hand choppers and slowly returned to rational consumption, which can be realized by a decrease of 20% from 6.18 (although the external publicity of the major platforms is still rising year by year, because they will never admit to declining)

everything points to the continuous increase in production capacity of both paper mills and paperboard mills, but the demand for cartons is obviously depressed and there is no sign of increase. At this time, suddenly, the tertiary factory has become a treasure, because it is such a guerrilla army that holds a large number of real paper box customers. Is it possible that the tertiary factory can proudly face the paperboard factory again before liberation

in the case of insufficient orders, does the secondary factory rush for orders at low prices and force its peers to starve themselves, or does it learn from the pain and dig deep into direct carton customers to turn around

is the third level factory that holds customers in the hands of the paperboard downturn exporting viciously and killing the price of the paperboard factory immediately, or will it directly face the second level factory that has turned around after half a year and leave it to the direct users of the cartons to play in the market? How many chances do you have? Not to mention your chances of winning, I'm afraid you have to think about how to face the rising rent, the continuously increasing labor cost with noise in the oil delivery valve, the continuous pressure of environmental protection, and the increasing inspection budget of safety supervision in the next year when the semi exchange servo control and transmission system are installed in the lower part of the main engine

at this time, you can take the initiative to shake hands with the brother of the third level factory, dispel the past grievances, and make use of their respective advantages of customers and paperboard to form a compact 2.5 factory model. On the one hand, you can solve the current coexistence problems, and you can also face the more terrible layout of the whole industrial chain of the paper mill, which will be more confident. Otherwise, they are holding golden rice bowls and continue to hurt each other! (for specific combinations, please consult mkt2030 or see the previous article of this official account)

go far, only holding hands rather than fighting each other

it is time for the secondary plant to step down from the altar and give the tertiary plant a hug

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