White cardboard paper industry growth and consumption of the favorites - paper, white cardboard - Printing Industry

White cardboard paper industry growth and consumption of the favorites - paper

, white cardboard - Printing Industry

Not significant landscape Papermaking Industry is slowly recovering from the recession. According to Shun securities listed on the paper 17 Financial Statement Analysis, 2009, the industry's profits and profitability in a quarter by quarter fundamental improvement. Due to the demand to continue to improve the incentives, and favorable factors brought by RMB appreciation is expected to boom of the industry will continue to rise. Future sector performance is expected to lead the market. However, some industry sources, the paper industry related products prices and renminbi appreciation space are driving the profitability of a relatively limited, specifically the trend should be viewed separately. One coated paper in exports, while the white cardboard and consumption are closely related to the industry's most promising.

Paper the first four months Package Outperform

Tape all the way down, some funds of funds investors have turned to consumer, medical and other plates. Associated with the consumption boom of the paper plates are gradually. According to Shun Securities Statistics: 1-3 months of this year, total domestic paper and paperboard production 22.85 million tons, up 22.85 percent; monthly capacity of 8.64 million tons in March alone, up rose 15.9%, 29.3% sequential increase in more than. Meanwhile, external demand is also significantly improved.

Noah (Shenzhen) wealth Management Center researchers Song believes that "the current opportunities facing the paper industry are mainly expected appreciation of the RMB and the state to eliminate backward production capacity will increase the company's industry leader in the industry concentration." His analysis that "specific performance of the demand side, the downstream paper consumption associated with the Chinese GDP is strong, so the growth of China's economic growth led the paper industry, the future supply and demand relationship will be further improved. "

"2008 until April of this year, a variety of finished paper prices rose an average of about 20% -30%. Boom of the industry is indeed in the slow recovery." The first start of the paper industry analyst Qin Yan. The research reported in that: four months early this year, the Shanghai index down 4.57%, the CSI 300 fell 7.04%, paper and packaging segment increased 13%, industry performance is better than the market. "But the rising prices of raw materials and finished paper prices rose to a certain high level, continue to rise space is limited. Also a lot of new capacity, the oversupply in some sub-sectors. Coated paper exports by foreign anti-dumping investigation."

Her analysis, the RMB appreciation and rising prices of finished good paper industry, but limited impact of RMB appreciation. "I carefully measured before, about 2% revaluation of 0.5% of the cost savings and gross margin could be increased by 3%. RMB appreciation of 5%, saving 1 billion cost of the entire industry. Influence far and pulp prices."

Difficult to separate the second quarter, market

"The current low valuation of the paper industry. Chenming Paper PE less than 20 times this year. In addition, more extensive use of white cardboard, used, and consumption are related Clothing Alcohol and tobacco packaging. "Therefore, Qin Yan that the present paper plate with the market trend in a relationship, not out of the independent market. Against the industry trend of cautious optimism. Great Wall Securities

more conservative look for spring and Jane, that "difficult second quarter performance exceeded expectations," the paper industry to adjust ratings to "neutral."

Trend of recent weak performance of stocks, Guo cite Analysis: Almost all plates are subject to broader market impact, even though the industry boom of the paper plate will continue to rise, but related stocks dragged down mainly by the broader market, not because of fundamentals.

Its view that tape Qi Wen, based on the sub-paper kind of new capacity and comparative analysis of consumption growth, and rising raw material costs combined with present, because the price of paper driven by the upgrading of the status of this reality, promising self- The company has a higher proportion of pulp. Recommended companies are: Bo Paper, Sun Paper, Chenming Paper, as well as the downstream company shares Jin Jia, Yongxin Shares, should China Hong Kong shares of wood and the East.

Qin Yan pointed out: the resources can be concerned about the forest and paper quality has listed companies, such as Bo Paper, Sun Paper, Chenming Paper, etc.; also be concerned about the subject of trading opportunities exist stage companies such as Yueyang Paper industry, Meili Paper Industry, etc..

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