1. PRINTING
PAPER
[À¯·´] ¹Ì±¹ Á¤ºÎ´Â Àεµ³×½Ã¾Æ¿Í Áß±¹»ê ¾ÆÆ®ÁöÀÇ AD¿Í CVD°ü¼¼¸¦ À¯ÁöÇϱâ·Î Çß´Ù.
Áö³ 12¿ù 6ÀÏ ¹Ì±¹ÀÇ ITC´Â
Àεµ³×½Ã¾Æ¿Í Áß±¹»ê Coated paper(sheet-fed)ÀÇ AD¿Í CVD °ü¼¼¸¦ 5³â°£ Ãß°¡ ¿¬ÀåÇÑ´Ù°í ¹ßÇ¥Çß´Ù. À̷νá Àεµ³×½Ã¾ÆÀÇ °ü¼¼´Â ADD 20.13%, CVD 17.94%, Áß±¹ÀÇ
°ü¼¼´Â ADD 3.64~135.84%, CVD 19.46~202.84%°¡ 2021³â±îÁö ¿¬ÀåµÇ¾ú´Ù. À̹ø ADD¿Í CVD´Â 2010³â 11¿ù
ºÏ¹ÌÀÇ New Page, Sappi, AppletonµîÀÌ ¹Ì±¹ ³» Á¦Áö»ê¾÷ ºÒ°øÁ¤ÇÑ °Å·¡¸¦ Á¤ºÎ¿¡ ÀÇ·ÚÇØ
Áö±Ý±îÁö ¿À°Ô µÈ °ÍÀÌ´Ù.
2. PULP
[À¯·´] BEK ÀÎ»ó ¿¹Á¤
ºê¶óÁú Fibria´Â À¯·´½ÃÀåÀÇ BEK °¡°ÝÀ» 2017³â 1¿ù ÀεµºÐºÎÅÍ ÀλóÇÏ¿©
$680/MT ¼öÁØ¿¡¼ ½ÃÀå¿¡ Å뺸Çß´Ù. µ¿½Ã¿¡ ºÏ¹Ì½ÃÀå¿¡µµ $860/MTÀ¸·Î ÀλóÀ» ÇÑ´Ù°í ½ÃÀå¿¡ ¾Ë·È´Ù. ½ºÆäÀÎ Ence ¶ÇÇÑ 2017³â 1¿ùºÎÅÍ $10/MT ÀλóÇÏ¿© $675/MT °¡°ÝÀ¸·Î ¿ÀÆÛ Áß¿¡ ÀÖ´Ù. BrazilÀÇ Cenibra´Â
2017³â 1¿ù 1ÀÏÀÚ·Î À¯·´°ú ºÏ¹Ì½ÃÀå¿¡ $20/MT ÀλóÇÒ ¿¹Á¤À̶ó°í ½ÃÀå¿¡ Å뺸Çß´Ù.
[Áß±¹] ³²¹Ì»ê BEK Áß±¹½ÃÀå °¡°ÝÀ» $20/MT Àλó Çß´Ù.
Áß±¹½ÃÀåÀÇ ¼ö¿äÀÇ
Áõ°¡·Î ³²¹Ì»ê BEK´Â Áö³ 10¿ù~11¿ù¿¡ $10/MT Àλó ÀÌÈÄ ÃÖ±Ù $20/MT Ãß°¡ÀλóÀ» ´ÜÇàÇß´Ù. ÃÖ±Ù Áß±¹ÀÇ buyerµéÀº APPÀÇ OKI °øÀåÀÇ
°¡µ¿ÀÌ ´ÊÃçÁö¸é¼ BHK Àç°í°¡ ä¿öÁöÁö ¾Ê°í ÀÖ°í ´çºÐ°£ ³²¹Ì»êÀ» ±¸¸ÅÇÒ ¼ö ¹Û¿¡ ¾ø´Â »óȲÀ̹ǷÎ
³²¹Ì»ê°¡°Ý push´Â ´ç¿¬ÇÑ ±¸Á¶ÀÌ´Ù. °á·ÐÀûÀ¸·Î $20/MT Ãß°¡ ÀλóµÈ Áß±¹ BEK °¡°ÝÀº $500~510/MTÀÌ µÇ¾ú´Ù. BSK´Â Áß±¹ ³»¼ö½ÃÀå¿¡¼ÀÇ ÀçÆǸÅ
°¡°ÝÀÌ ¾à RMB200~350/MT ¿Ã¶ó
RMB4,900~5,300/MT¿À·Î °Å·¡µÇ°í ÀÖ¾î ÇØ¿Ü supplierµéÀº °¡°Ý ÀλóÀÇ
±âȸ·Î »ï¾Æ ÃÖ±Ù $10~20/MT ¿Ã·Á southern pineÀº $520~510/MT, NBSK´Â $570~590/MT¿¡ ¿ÀÆÛÇÏ°í ÀÖ´Ù. BCTMP´Â Áß±¹ÀÇ ¼ö¿ä°¡
¾à°£ ´Ã¾î³ª supplierµéÀÇ °¡°ÝÀλó ¾Ð·ÂÀÌ ½ÉÇØÁö°í ÀÖ´Ù. ProducerµéÀº
¾à $10~20/MT ÀλóÀ» À̾߱âÇÏ°í ÀÖÀ¸³ª buyerµéÀº
¹Ý¹ßÇÏ°í ÀÖ´Â »óȲÀÌ´Ù. ÇöÀç BCTMP°¡°ÝÀº $450~460/MT(soft, 75¡¯), $460~470/MT(hard, 80¡¯)À¸·Î Çü¼ºµÇ¾î ÀÖ´Ù.
[³²¹Ì] Suzano BEK °¡°ÝÀλó
ºê¶óÁú Suzano´Â Áß±¹½ÃÀåÀÇ 2017³â
1¿ù °¡°ÝÀ» $20/MT ¿Ã·Á $570/MT¿¡
¿ÀÆÛ ÁßÀÌ´Ù. Suzano´Â Áß±¹½ÃÀå °¡°ÝÀ» Áö³ 10¿ù¿¡´Â $530/MT, 12¿ù¿¡´Â $550/MTÀ¸·Î setting Çß¾ú´Ù. Suzano´Â ºÏ¹ÌÁö¿ª°ú À¯·´½ÃÀåµµ 1¿ù °¡°ÝÀ» ÀλóÇÏ¿© ºÏ¹Ì $860/MT, À¯·´Àº $680/MTÀ¸·Î ½ÃÀå¿¡ Å뺸Çß´Ù.
3. BOARD
[Áß±¹] Lee & Man down time °èȹ(2017³â
¼³³¯)
Dongguan city, Guangdong
province
PM1, 2, 4, Recycled
containerboard (Jan 25-Feb 10) 33,000Åæ
Dongguan city, Guandong
province
PM17, Recycled
containerboard & cartonboard (Jan 17-Feb 03) 53,000Åæ
Changshu city, Jiangsu
province
PM6, 8, 10 Recycled containerboard
(Feb 11- 26) 48,000Åæ
Chongqing municipality
PM20 Recycled containerboard
(Mar 20-27) 12,000Åæ Total : 146,000Åæ »ý»ê°¨¼Ò È¿°ú
4. WORLD NEWS
[ºÏ¹Ì] 2016³â ºÏ¹ÌÀÇ shut down ÇöȲ
ºÏ¹ÌÀÇ Á¦Áö¾÷üµéÀº 2016³â 147¸¸Åæ ±Ô¸ðÀÇ
shut downÀÌ ÀÖ¾ú´Ù. ÀÌ´Â 2015³â 177¸¸Åæ ´ëºñ ¾à°£ °¨¼ÒÇß´Ù°í º¼ ¼ö ÀÖ´Ù. ¿ÃÇØ shut downÀÇ 76%´Â Àμâ¿ëÁö °øÀåµéÀÌ ´ëºÎºÐÀ̾ú´Âµ¥ printing & writing paper´Â 485,000Åæ(Verso), ½Å¹®¿ëÁö´Â 344,000Åæ(Resolute, Catalyst), SC paper(UPM)´Â 211,000ÅæÀ¸·Î Total 1,040,000ÅæÀ̾ú´Ù. ºÏ¹ÌÁö¿ªÀº Áö³ 4³â µ¿¾È Æò±Õ 150~160¸¸Åæ Á¤µµÀÇ machine closure¸¦ ½ÇÇàÇÏ¿´°í 2011³â ÀÌÈÄ ¿¬Æò±Õ 2¹ø¾¿ shut downÀ» Çß°í ÀÌÈÄ machine conversionÀ» ÇÏ¿© containerboard, packaging
paper, ȤÀº fluff pulp, tissue paper °øÀåÀ¸·Î ÀüȯÇÏ¿´´Ù.
* Ãâó: PPI
PULP & PAPER VOL.38, NO.47 / PPI EUROPE VOL.31, NO.46 / PPI ASIA VOL.19,
NO.46 / PPI LATIN AMERICA VOL.12, NO.47