New coronavirus pneumonia has been raging for many days, and the number of infections is increasing rapidly. The state's control over the epidemic has become increasingly strict.
The current primary purpose is still to eliminate and reduce the impact of the epidemic on personal safety, but in the near future, a round of economic accounts will gradually emerge after the epidemic is under control!
Today we will analyze what impact and opportunities the epidemic may bring to the paper industry!
1. Anti-work tide breaks after the Spring Festival
At present, the country has appropriately extended the duration of the Spring Festival holiday (to February 2nd), but this is just the beginning of the epidemic. As the epidemic develops further, the possibility of further extending the legal holiday of the country or region is not ruled out. The massive release of post-holiday labor demand has formed a stark opposition.
On the other hand, the high degree of overlap between paper-producing provinces and epidemic-prone provinces further aggravates the public's panic, and makes paper mills (especially small and medium-sized paper mills, whose employment contracts often have large randomness) may face an increasingly serious labor shortage. And even lead to the dilemma of not booting after the festival.
2. Security prevention and control of paper mills as work-intensive areas
As a people-intensive enterprise, even if the paper mill can guarantee normal startup and operation, the personal safety of many people will be a major test! Daily body temperature detection, plant disinfection, science popularization and other tasks will become an essential part. The management of each paper mill also needs to arrange related preparations in advance.
3. Shortage of raw materials (mainly waste paper)
As we all know, more than half of the finished paper in China's paper industry uses waste paper as a raw material. However, each ton of waste paper is collected together through the chain of "scavengers", packing stations, and paper mills. There is a large number of people in the process risk. In the current epidemic period, everyone is afraid of human contact, which will inevitably greatly reduce the efficiency of waste paper recycling and circulation, resulting in a shortage of waste paper raw materials.
4. Rising demand for express delivery drives up the prices of packaging paper and waste paper
As mentioned in the paper circle article yesterday, the price of packaging paper is likely to rise rapidly with the increase in the price of waste paper and the demand for terminal express delivery (this also includes the bonus of the impact of low packaging inventory this year on the finished paper). This round of finished paper The potential for price increases is no less than the first year of the waste paper ban.
5. Demand for paper disposable containers may usher in peak demand
Just as SARS indirectly spawned and promoted the Internet industry at the time, this round of new coronavirus epidemics is likely to change many current habits of people, and this change in habits and consciousness is more likely to change the fate of an industry!
In conclusion, even after the epidemic is over, people will still sneer at face-to-face meals in the short term, and the accompanying increasingly independent fast food restaurant market may become the first choice for people after the epidemic. Today, with the trend of plastic limit sweeping, disposable food paper containers will usher in an explosion of demand! Food paper such as cup paper, food cards, and liquid-in-paper will probably become the new darling of the paper industry.