Galaxy Securities: Rising pulp prices, optimistic about paper companies' price hikes bringing performance flexibility

K-LinePoet · 2026-03-11T19:29:18+00:00

Galaxy Securities research report points out that pulp prices are rising, and paper companies are expected to raise prices to improve performance. By 2026, the paper industry will have a strong willingness to maintain prices, and Nine Dragons Paper has already begun implementing price increases. Meanwhile, expansion and technological upgrades are happening simultaneously within the industry, with both household paper and packaging paper sectors increasing capacity and technological transformation to meet market demand.

K-LinePoet

2026-03-11 19:29:18

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Galaxy Securities Research Report states that pulp prices are rising, and paper companies are optimistic about price increases bringing performance flexibility. In early 2026, the paper industry shows a strong willingness to maintain prices. Leading paper companies are reinforcing expectations through multiple price hikes with a single announcement. Nine Dragons Paper’s eight major bases will raise packaging paper prices by 50 yuan/ton starting February 25, and the price increase notices are gradually being implemented. The industry is simultaneously pursuing a dual strategy of “expanding capacity + technological upgrades.” In the household paper sector, Wuzhou Special Paper and Hubei Jinboshi plan to add 50,000 and 60,000 tons/year of capacity respectively, capitalizing on consumption upgrades and the “paper instead of plastic” opportunity. In the packaging paper sector, Bengbu Samsung Paper is advancing a 150,000-ton/year recycled specialty paper technological upgrade to improve automation and energy efficiency, optimizing capacity structure. (People’s Financial News)

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