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多环节囤货惜售 纸价暴涨背后隐现炒家魅影

2017-07-28 13:59:25   新华网

记者查阅数据发现,瓦楞纸今年2月底价格达到顶峰,市场均价达到4921元/吨,尔后进入快速下降通道,4月份一度跌到3715元/吨,随后又进入企稳回升阶段,目前其最新价格为4565元/吨。

价格的大起大落折射出行业的异常。“很多中间商对于价格走势都有比较明显的预判,在这轮涨跌过程中寻到了价格底线,他们从纸厂拿货之后,并不急于出手,而是捂纸惜售。”

“纸厂出库的原纸并没有直接落在我们手中,一般都是经过中间经销商倒手,再转卖给我们下游印刷厂。”前述印刷企业高管感慨道,“中间商单方面涨价,我们除了默默接受,也没有别的更好的办法。”

7月10日,国家发改委官方网站上发布了一则对于17家造纸企业实施价格垄断的处罚也坐实了存在炒家的猜想。

  哄抬价格被查处

据发改委官方网站披露,2016年10月28日,富阳区造纸协会组织浙江鸿昊、浙江新胜大、浙江春胜、浙江三星纸业等17家造纸企业召开行业会议,共同协商上调卷筒白板纸价格,并达成协议,并对涨价手法以及协会后续监督进行了明确规定。

该协会要求协会成员对价格调整自觉执行到位,并分阶段对卷筒白板纸进行调价,首次每吨上调200元,特殊情况允许50元以内浮动,并要求企业间相互监督,发现问题及时通报协会秘书处,秘书处将按“自律规则”进行检查和处理。

发改委以及当地物价局后续对涉案企业销售情况进行核实,各涉案企业均实施了关于上调卷筒白板纸价格的垄断协议。2016年1月至10月,涉案企业的卷筒白板纸价格维持稳定,月度均价为每吨2470元。2016年11月,涉案企业均按照垄断协议上调了销售价格,上调金额分别为每吨70元至270元左右,月度均价为每吨2640元。2016年12月,涉案企业继续上调销售价格,月度均价为每吨3049元,比达成协议前每吨累计上涨579元,累计上涨幅度约为23%。

富阳区造纸协会也因此被重罚,撤销登记,并对17家涉案企业处以上年度卷筒白板纸销售额1%的罚款。有意思的是,废纸同样是白板纸的主要原料之一,而上述企业的涨价协议的周期也正巧处于废纸类产品涨价最为疯狂的阶段。

前述业内人士对此也感叹道:“这也许只是冰山一角,更多的炒家还没浮出水面。透支未来的炒作,加上未来新产能的加入,不排除未来某段时间内,造纸业再次进入低迷状态。”记者 滕飞

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