According to industry data, since January, the average price of mainstream paper mills corrugated paper (AA grade 120G) has been reduced by about 20 yuan tons. At present, the number of mainstream paper mills in the industry that have released Spring Festival shutdown and maintenance plans is increasing, and the downtime is concentratedFrom mid-to-late January to the end of March 2024In terms of the market situation, the spot is relatively sufficient, so the impact of this round of paper mill shutdown on the overall is small. In terms of paper mill inventory, according to data from the National Bureau of Statistics, the inventory of paper and paper products enterprises above designated size will be year-on-year in 2023By the beginning of the year 71% down to -64%After nearly 8 months of active destocking, the inventory of enterprises in the paper and paper products industry has returned to a low level. However, the continued weakness of downstream market demand has also made itMainstream paper mills are still facing greater pressure on shipments, most mills are increasing their inventories. So what are the specific changes in corrugated containerboard and waste paper in mainstream paper mills this week? Let's take a look! 1. Corrugated and containerboard market analysisThis week's corrugated containerboard market**Stable to low-to-medium operationAfter the New Year's Day last week, some large-scale paper mills raised the base paper, but the implementation of the situation is different, and it is difficult to raise the base paper, so that this week's large-scale paper mills will be adjusted again, including Tianjin Nine Dragons on January 8, which will drive the mainstream of corrugated paper and recycled containerboard in North China. In addition, waste paper continues to be large-scale, and the market wait-and-see atmosphere is constantly increasing, and the cost side is bearish on the market trend. 
The main reasons affecting the corrugated containerboard market:1.Large-scale paper mills implement a limited-term concession policy; 2.Downstream just needs to procure, and the pressure on supply and demand increases. 2. Analysis of the national waste market this week**The decline has widened。The rising enterprises are mainly distributed in North China, Central China, East China and South China, with a decline of 10-30 yuan, of which many bases such as Lee & Man and Shanying led the regional market. According to industry data, the arrival of waste paper yesterday was higher than the daily demand of 293%, due to the approaching Spring Festival holiday, the packing station shipment enthusiasm is higher, and the arrival volume is gradually consolidating at a high level, resulting in insufficient support for the first surface, and at the same time, with the recent increase in the downtime of paper enterprises, the demand for waste paper will decrease, and the weak demand for base paper market demand orders will also make the waste paper ** lack of favorable support, and it is expected that the waste paper will be weak in the short term. 
The main reasons affecting waste paper**:1.The demand for finished paper is weak, and waste paper lacks support; 2.The packing station has a high enthusiasm for shipments, and the arrival volume is consolidated at a high level. 3. Next week's corrugated and containerboard market**At present, the release of terminal orders is less than expected, and downstream packaging factories are more rigid in demand procurement according to the order situation, and the oversupply pattern may be difficult to alleviate temporarily, and the industry mostly maintains a wait-and-see mentality. It is expected that the corrugated containerboard market will be stable and consolidated next week. Founded in 1994, Dongjing Technology is a companyIt is a technology-based company with the operation of industrial Internet platform as the main body, committed to building small and medium-sized enterprises to reduce costs and improve efficiency, value multiplicationDigital intelligence platform for paper packaging industryActively help the digital transformation and upgrading of traditional paper packaging enterprises.