With the arrival of the second half of the school year and Christmas and other festivals, many buyers are preparing for their purchasing plans for the second half of the year. The Fed's interest rate cut has also promoted the development of international trade. This is mainly reflected in the fields of offset paper, coated paper, packaging cardboard, and self-adhesive stickers.
Overseas demand for paper products is recovering, consumption in Europe, North America, the Middle East and other places has rebounded, and merchants are actively replenishing inventory, especially the demand for household paper. In addition, the recent intensification of geopolitical frictions and the extension of shipping cycles have further increased the enthusiasm of overseas downstream merchants to replenish inventory. For domestic papermaking companies with export business, now is the peak sales season. "
In the papermaking industry, several sub-sectors have taken the lead in releasing positive signals. In particular, the demand for packaging paper, corrugated paper, and paper-based films used in e-commerce logistics and overseas exports is rising. The reason is that the demand for downstream industries such as domestic home appliances, home furnishings, express delivery, and retail has rebounded. At the same time, domestic companies have set up branches or offices overseas to meet the expansion of overseas demand, which has a positive pull effect."
Paper companies are optimizing and adjusting their product structure, increasing high-gross-profit differentiated products, and thus enhancing their own market voice. Companies with innovation and scale are more confident when raising prices in domestic and overseas markets.