SunSirs: Building Materials Industries Bulk Commodity Intelligence (May 6, 2026)

Macroeconomics

1. [US-EU Auto Tariffs] European Commission President von der Leyen responded to President Trump's threats regarding auto tariffs, stating that the EU is prepared for "all scenarios." Trump had previously threatened to raise tariffs on EU-manufactured cars imported into the U.S. from 15% to 25%.

2. [US Trade Deficit] The U.S. trade deficit widened slightly in March to $60.3 billion—marking the second consecutive month of month-over-month growth—though it came in below market expectations of $61.0 billion. In March, imports rose 2.3% month-over-month, while exports increased by 2%. The U.S. goods trade deficit with China widened for the third consecutive month in March; deficits with Canada and Vietnam also expanded.

3. [Australia Rate Hike] The Reserve Bank of Australia (RBA) announced it would raise its benchmark interest rate by 25 basis points to 4.35%, marking the third rate hike this year. The RBA stated that the conflict in the Middle East is placing further upward pressure on inflation. The latest data indicates that Australian household spending surged 6.3% year-over-year in March.

Building Materials

1. [Paper] Nine Dragons Paper (Shenyang Base) has decided that, effective May 8, 2026, the price of recycled kraftliner will increase by RMB 50 per ton.

Nine Dragons Paper (Chongqing Base) has decided that, effective May 8, 2026, the prices for all kraftliner grades (including white-top coated), recycled kraftliner, and corrugating medium will increase by RMB 50 per ton.

Nine Dragons Paper (Leshan Base) has decided that, effective May 8, 2026, the price of corrugating medium produced at the Leshan base will increase by RMB 50 per ton.

Nine Dragons Paper (Hubei Base) has decided that, effective May 8, 2026, the prices for "Nine Dragons Premium Kraftliner," "Dilong Premium V-Kraftliner," and "Dilong Kraftliner" produced at the Hubei base will increase by RMB 50 per ton.

Nine Dragons Paper (Quanzhou Base) has decided that, effective May 8, 2026, the price of "Dilong Kraftliner" will increase by RMB 50 per ton.

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