Impact of the rainy season
The impact of rain and floods on the macro economy is mainly in three aspects:
First, it will affect the construction site conditions, thereby affecting the prosperity of the construction industry.
Second, it will have an impact on the direction of urban and other infrastructure construction.
Third, it will affect the prices of agricultural products and food, and the transportation radius of fresh vegetables and aquatic products will be blocked.
The impact on wood is mainly reflected in the first two aspects.
Status of the plywood market:
Some businessmen said that under the influence of increasing rainy weather and rising temperature, the construction progress of infrastructure projects and buildings has slowed down significantly, and the market demand for wood has been shrinking. The raw material radiata pine has a serious excess inventory, and the radiata pine is not resistant to storage, which leads to a serious phenomenon of mutual price reduction among merchants, and the business pressure of merchants is huge.
But in general, since the rainy season, the price of timber has not fluctuated violently, and the overall situation is relatively stable, and local fluctuations have not had a serious impact on the timber market. And as the rainy season draws to a close, market conditions have improved.
At present, although many places are still experiencing heavy rainfall, the rain belt has gradually shifted to the north, and the transaction in some areas in the south has also improved. Coupled with the improvement of the epidemic situation in the north, the impact of the epidemic to support the strong infrastructure in the north has gradually decreased. The construction ahead is gradually resuming, and the demand for wood has naturally improved.
After the rainy season, the timber market may have greater demand
A few days ago, the regular meeting of the State Council made arrangements to promote the construction of major water conservancy projects. For the flood disaster in the heavy rainy season this year, although it will have a certain stage impact on the new construction, it will not affect the general trend of the restorative growth of the entire infrastructure investment in the second half of the year. After the rainy season, the rhythm of demand may be stronger, which is what the market can expect.
Post time: Jul-03-2022