1. MARKET PULP
[À¯·´] ÆÞÇÁ °ø±Þ¾÷ü Ãß°¡Àλó°ú
ÇÔ²² 2017³âµµ ¸¶°¨
ÆÞÇÁ °ø±Þ¾÷ü´Â 12¿ù °¡°ÝÀλóÀ»
Ãß°¡·Î ½ÃÇàÇÏ¸é¼ 2017³â¸»¿¡ ÃæºÐÇÑ ¼ö¿ä¿Í ÀûÀýÇÑ °¡°ÝÀλóÀÇ È帧À» ÅÀ´Ù.
NBSK °ø±Þ¾÷üµéÀº 12¿ù¿¡ $30 ÀλóÇÏ¿© ¿¬Ãʺ¸´Ù $200³ôÀº $1,030¿¡ ¸¶°¨Çß´Ù. Södra´Â 1¿ù $40 ÀλóÀ» ¹ßÇ¥Çß°í, ´Ù¸¥
°ø±Þ¾÷üµéµµ ¸¶Âù°¡Áö·Î °¡°ÝÀλóÀ» ¾Ë·È´Ù.
BEK ¶ÇÇÑ 12¿ù¿¡ $30 ÀλóÇÏ¿© $1,000¿¡ ¸¶°¨Çß´Ù. Hardwood ¹ÙÀ̾îµéÀº SoftwoodÀÇ °æ¿ì¿Í ¸¶Âù°¡Áö·Î Á¦ÇÑÀûÀÎ
¹°·®À¸·Î ³×°í¾øÀÌ °¡°ÝÀλóÀ» ¹Þ¾Æµé¿´´Ù. °ø±Þ¾÷üµéÀº 1¿ù
°¡°ÝÀÎ»ó¿¡ ´ëÇØ ¹ßÇ¥ÇÏÁö ¾Ê¾ÒÁö¸¸ ÀûÀýÇÑ ½Ã±â¸¦ ¿³º¸°í ÀÖ´Ù.
[¾Æ½Ã¾Æ] Áß±¹ÀÇ ÆÞÇÁ ¼öÀÔ°¡°Ý, ¼ö¿äµÐÈ¿¡µµ ¾ÈÁ¤µÈ »óÅ À¯Áö
Áß±¹¿¡¼ Áö³ 2ÁÖ µ¿¾È
¼ö¿ä°¡ °è¼Ó ºÎÁøÇÏ¿´Áö¸¸ ¼öÀÔ°¡°ÝÀº ¾ÈÁ¤ÀûÀ̾ú´Ù. ±×·¯³ª ÆÞÇÁ ÀçÆǸŠ°¡°ÝÀº ³·¾ÆÁö°í ÀÖ´Ù.
Benchmark NBSK $870-910,
South American BEK $760-770À¸·Î 12¿ù ÀÌÈÄ¿¡ º¯µ¿ÀÌ ¾ø´Ù. Radiata pine°ú Russian BSKµµ °¢°¢ $860-880, $870-890À¸·Î
¼öÁØÀÌ´Ù. Russian BHK´Â BEK¿Í °°Àº ¼öÁØÀÎ $760-770¿¡, ¼öÀÔ»ê USK´Â $850-870¿¡ ÆǸŵǰí ÀÖ´Ù.
BCTMP´Â $10-20 Àλó ¹ßÇ¥¿¡µµ
Áö³´Þ°ú °°Àº ¼öÁØÀ̾ú´Ù. 80¡Æbrightness hardwood BCTMP¿Í 75¡Æbrightness softwood BCTMP´Â $680-700¿¡
ÆǸŵǾú´Ù.
³·Àº ±¸¸ÅÈ°µ¿À¸·Î ÀÚ±¹³» ½ÃÀå¿¡¼ ´ëºÎºÐÀÇ ÆÞÇÁÀçÆǸŠ°¡°ÝÀÌ ¶³¾îÁ³´Ù. Áß¼Ò±Ô¸ðÀÇ °øÀå¿¡ ÆǸŵǴ NBSK´Â 2ÁÖ Àü RMB7,200-7,450¿¡¼ RMB7,200-4,400À¸·Î ÇÏÇâ Á¶Á¤µÇ¾ú´Ù. ÀÌ ¼öÁØÀº 17%ÀÇ VAT¹× RMB150ÀÇ
¹°·ùºñ¸¦ °øÁ¦ÇÑ $924-950°ú µ¿ÀÏÇÏ´Ù. Russian BSK´Â RMB100 Ç϶ôÇÑ RMB6,600-6,700ÀÌ°í, radiate pineÀº RMB7,000À¸·Î º¯µ¿¾ø´Ù. BEK ÀçÆǸŰ¡°ÝÀº RMB50-150 Ç϶ôÇÑ RMB5,750-5,850ÀÌ´Ù.
2. BOARD
[À¯·´] ¾÷°èÀÇ ÁöÁö¸¦ ¹ÞÀ¸¸ç 2¿ù CRB°¡°Ý Àλó. Unbleached
kraft $50Àλó
WestRock°¡ ÁÖµµÇÑ Coated
recycled paperboard(CRB)ÀÇ °¡°Ý ÀλóÀº, coated unbleached
kraft(CUK)ÀλóÀ» Ãß°¡ÇÑ Graphic PackagingÀ» Æ÷ÇÔÇÏ¿©, À̹ø ÁÖ¿¡ ¸ðµç »ý»ê¾÷üÀÇ ÁöÁö¸¦ ¹Þ¾Ò´Ù.
2¿ù 5ÀÏ¿¡ WestRockÀÇ $50 Àλó°ú ÇÔ²² Graphic Packaging ¶ÇÇÑ 2¿ù 10ÀϺÎÅÍ CRB¿Í CUK¿¡¼ $50 ÀλóµÈ´Ù. CRB»ý»ê¾÷üÀÎ Carausta, Paperworks Industries, White Pigeon Paper´Â 2¿ù 12ÀϺÎÅÍ $50ÀλóÀ»
´ÜÇàÇÑ´Ù.
3. PRINTING PAPER
[À¯·´] º¯µ¿¾ø´Â CWF°¡°Ý
12¿ù CWF°¡°ÝÀÌ º¯µ¿ÀÌ ¾ø´Ù. ½ÃÀå°ü°èÀÚµéÀº 1¿ù °¡°ÝÀλó °èȹÀ» ½ÃÇàÇϱâ À§ÇØ ÁغñÁßÀÌ°í, ¢æ30-40ÀÌ ¿À¸¦ °ÍÀ¸·Î ¿¹»óÇß´Ù. ¹Ý¸é, ÇÑ °ü°èÀÚ´Â 1ºÐ±â¿¡ °ÉÃÄ °¡°ÝÀλóÀÌ µÇ¾î ³ôÀº ¼öÁØ¿¡ À̸¦ °ÍÀ¸·Î
º¸¾Ò´Ù.
4. NEWSPRINT
[À¯·´] ½Å¹®¿ëÁö °¡°Ý ¾ÈÁ¤
12¿ù ½Å¹®¿ëÁö °¡°ÝÀº º¯µ¿ÀÌ ¾ø´Ù.
2017³â¿¡ ½Å¹®¿ëÁö ¼³ºñ 2´ë Àüȯ°ú ¾Æ½Ã¾Æ¹ß ¼ö¿äÁõ°¡·Î ½Å¹®¿ëÁö °øÀåµéÀº Çù»ó±â°£ µ¿¾È
À¯¸®ÇÑ À§Ä¡¿¡ ÀÖ¾ú°í, À¯·´ ¾î´À Áö¿ªÀ̵ç 2018³â ¼±Àû¿¡
´ëÇØ Æò±Õ ¢æ50 ÀλóÀ» Á¦½ÃÇß´Ù.
½ºÀ§½ºÀÇ Utzenstorf°øÀå°ú
°áÇÕµÈ Madrid°øÀå ¼³ºñÆó¼â·Î ÀÌÅ»¸®¾Æ ¹ÙÀ̾îµéÀÌ ½Å¹®¿ëÁö¸¦ ¾ò±â À§ÇØ ¾È°£ÈûÀ» ¾²°Ô ¸¸µé¾ú´Ù.
¿µ±¹¿¡¼ ÀϺΠ°ü°èÀÚµéÀº 2018³âµµ
¿À´õ¸¦ À§ÇØ Æò±Õ ¡Ì40À» ÀλóÇÏ¸ç ¿¬¸»À» ¸¶°¨Çß´Ù
5. MARKET NEWS
[ºÏ¹Ì] ¹Ì »ó¹«ºÎ´Â ij³ª´Ù»ê
½Å¹®¿ëÁö¿Í UM¿¡ CVD 4.42-9.93% ¿¹ºñÆÇÁ¤À» ³»·È´Ù.
¹Ì »ó¹«ºÎ(DOC)´Â ij³ª´Ù»ê
½Å¹®¿ëÁö¿Í uncoated groundwood(UM)ÀÌ 4.42%¿¡¼ 9.93%¿¡ À̸£´Â ºÎ´çÇÑ º¸Á¶±ÝÀÇ ÇýÅÃÀ» ¹Þ´Â´Ù´Â »ç½ÇÀ» È®ÀÎÇÏ°í, ¹Ì±¹
¼¼°ü±¹°æº¸È£±¹¿¡ ÀÌ·¯ÇÑ ºñÀ²¿¡ ±âÃÊÇÏ¿© ¼öÀÔ¾÷üµé·ÎºÎÅÍ cash depositÀ» ¡¼öÇ϶ó°í Áö½ÃÇß´Ù.
DOC´Â Catalyst 6.09%, Kruger 9.93%, Resolute Forest
Products 4.42%, White Birch 0.65%À» ij³ª´ÙÀÇ ´Ù¸¥ ¸ðµç »ý»ê¾÷ü¿Í ¹«¿ª¾÷ü´Â 6.53%ÀÇ °ü¼¼¸¦ »êÁ¤Çß´Ù.
[¾Æ½Ã¾Æ] ÇѼÖÆäÀÌÆÛÅØ ³ëÁ¶
Æľ÷
ÇѼÖÁ¦Áö ÀÚȸ»çÀÎ ÇѼÖÆäÀÌÆÛÅØÀÇ ÃÑÆľ÷ÀÌ °è¼ÓµÇ°í ÀÖ´Ù. ½ÃÀå °ü°èÀÚ´Â 21.7¸¸Åæ ±Ô¸ðÀÇ ´ã¾ç°øÀåÀÇ Æľ÷ÀÌ ±æ¾îÁö¸é¼ ³³Ç°¿¡
¾î·Á¿òÀÌ ÀÖ´Ù°í ÀüÇß´Ù.
[¾Æ½Ã¾Æ] Çѱ¹ ´ë¸²Á¦Áö, ÆÇÁö°øÀå ´Ù¿îŸÀÓ
´ë¸²Á¦Áö´Â °æ±âµµÀÇ ÆÇÁö°øÀåÀ» ÇÑ ´Þ°£ ´Ù¿îŸÀÓÇϱâ·Î °áÁ¤Çß´Ù. ¼³ºñ´Â corrugated medium ¿¬°£ 20¸¸ÅæÀÇ »ý»ê´É·ÂÀ» º¸À¯ÇÏ¿´°í, 2¿ù 19ÀϺÎÅÍ ÇÑ ´Þ°£ °¡µ¿ÀÌ ÁߴܵȴÙ.
* Ãâó: PPI ASIA VOL.21, NO.02 / PPI P&P
VOL.40, NO.02 / PPI EUROPE VOL.33, NO.01 / PPI LATIN VOL.14, NO.02