重大事件
即時報告
8-K
2026-06-30
Mercer International 德國 Rosenthal 紙漿廠例行停機延長至全月 影響約3萬噸產量
AI 繁中摘要
📄 **申報類型**:8-K(Current Report,即時報告)
📅 **報告日期**:2026年6月30日
🏢 **公司**:Mercer International Inc.(納斯達克代碼:MERC)
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### 重點事件
Mercer International 宣佈,旗下位於德國 Rosenthal 的紙漿廠原定於2026年9月進行為期兩週的例行維護停機,現決定將停機時間延長至整個9月。即從兩週變為全月停產。
公司表示正積極與生產、木材採購、物流及紙漿銷售團隊協調,以確保與客戶及持份者妥善溝通,減少供應鏈影響。
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### 關鍵數字一覽
- 公司整體年產能:
- 紙漿:210萬噸
- 木材:9.6億板呎
- 交叉層壓木材:21萬立方米
- 膠合木:4.5萬立方米
- 托盤:1,700萬個
- 生物燃料:23萬公噸
- Mercer Rosenthal 廠房:
- 年產 NBSK 漂白針葉木漿:36萬噸
- 擁有圖林根州最大生質能發電廠(熱能413 MW / 電力57 MW),可實現能源自給自足,並向公共電網供電
- 員工人數約400人(包括學徒)
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### 對投資者的潛在影響
- **短期供應收緊**:Rosenthal 廠全月停機將減少約3萬噸紙漿產量(假設月產能3萬噸),可能推高歐洲市場 NBSK 價格,尤其對依賴該廠供應的紙品及衞生紙生產商構成壓力。
- **成本影響**:延長停機意味著額外的維修開支及停工損失,但對全年整體產能影響有限(僅約1.4%)。
- **能源業務**:生質能發電廠亦會同步停機,可能影響售電收入,但因廠房本身能源自給,外部電網影響相對可控。
- **管理層取態**:公司強調已協調各部門,顯示對供應鏈管理的重視,未有下調全年展望,投資者宜留意後續季度業績中是否反映銷量下滑。
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### 總結
Mercer 此舉屬預防性維護延長,並非意外事故。短期對紙漿供應及股價或帶來輕微波動,但公司整體產能分散(德國、美國、加拿大),單一廠房一個月的停產影響有限。投資者可關注9月後產能恢復情況及紙漿價格走勢。🔍
展開英文正文
EX-99.1 2 d123506dex991.htm EX-99.1 EX-99.1 Exhibit 99.1 NEWS RELEASE Maintenance mill shutdown at Mercer Rosenthal in September Rosenthal am Rennsteig, June 30, 2026 – Mercer International Inc., a global forest products company with operations in Germany, the U.S., and Canada, announces that its German pulp mill, Mercer Rosenthal, will extend its maintenance shutdown, originally scheduled for two weeks, to cover the entire month of September 2026. Mercer is working with production, wood procurement, logistics, and pulp sales to coordinate this undertaking with our customers and stakeholders. About Mercer International Inc. Mercer International Inc. is a global forest products company with operations in Germany, the United States and Canada, with consolidated annual production capacity of 2.1 million tonnes of pulp, 960 million board feet of lumber, 210,000 cubic meters of cross-laminated timber, 45,000 cubic meters of glulam, 17 million pallets and 230,000 metric tonnes of biofuels. For further information, please visit www.mercerint.com. About Mercer Rosenthal Mercer Rosenthal (MR) produces a variety of wood-based products such as kraft pulp, tall oil and lignin. Mercer Rosenthal also operates Thuringia’s largest biomass power plant (413 MW thermal / 57 MW electrical). This allows the mill to be completely energy self-sufficient while also feeding electricity into the public grid. MR produces 360,000 tonnes of kraft pulp (NBSK) annually for paper and tissue production. With a focus on the European market, the site also serves international demand. Mercer Rosenthal employs approximately 400 people, including apprentices. For more information, please visit www.mercerint.com. --- 8-K false 0001333274 0001333274 2026-06-30 2026-06-30 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 30, 2026 MERCER INTERNATIONAL INC. (Exact name of Registrant as Specified in Its Charter) Washington 000-51826 47-0956945 (State or Other Jurisdiction of Incorporation) (Commission File Number) (IRS Employer Identification No.) Suite 1120, 700 West Pender Street, Vancouver, British Columbia, Canada, V6C 1G8 (Address of Principal Executive Offices) Registrant’s Telephone Number, Including Area Code: (604) 684-1099 Not Applicable (Former Name or Former Address, if Changed Since Last Report) Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instructions A.2. below): ☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to Section 12(b) of the Act: Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock, par value $1.00 per share MERC NASDAQ Global Select Market Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐ Item 7.01. Regulation FD Disclosure. The information furnished under Item 7.01 of this Current Report shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing, On June 30, 2026, Mercer International Inc. announced by press release that its German pulp mill, Mercer Rosenthal, will extend its maintenance shutdown, originally scheduled for two weeks, to cover the entire month of September 2026. A copy of such press release is furnished as Exhibit 99.1 to this Current Report. Item 9.01. Financial Statements and Exhibits (d) Exhibits. Exhibit Number Description 99.1 Press Release dated June 30, 2026 104 Cover Page Interactive Data File (embedded within the Inline XBRL document) SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. MERCER INTERNATIONAL INC. Date: June 30, 2026 By: /s/ Richard Short Richard Short Chief Financial Officer