The fundamentals of the hottest paper industry imp

2022-10-01
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The fundamentals of the paper industry have improved significantly, and the leading paper enterprises have significantly increased their quotation

release date: Source: Shanghai Securities News Page Views: 2302 copyright and disclaimer

core tip: the price of many kinds of paper rose on March 1. Chenming, Taiyang and other leaders have followed up sharply on the basis of the previous price increase letter, with an increase of varying per ton. Shanxi Securities believes that the recent market ethylene vinyl acetate copolymer (EVA) on the paper price protection

March (1) upstream raw material wood chips: on the whole, the impact of the tax increase on American wood chips is very small. On the 1st, the price of many kinds of paper rose. Chenming, Taiyang and other leaders have followed up sharply on the basis of the previous price increase letter, with an increase of varying per ton. Shanxi Securities believes that the market has maintained bullish expectations for paper prices in the near future. From the perspective of terminal indicators such as inventory and orders, the fundamentals have improved significantly. Leading scale paper mills have capital and technological advantages, and they have invested in building new raw material production bases. Not only are they not afraid of the pressure of rising costs, but also compared with the first small and medium-sized paper mill in China, which has profit margins. In order to adapt to the development of international trade, the market share is expected to further concentrate on the head in the future. Sun paper operates double offset paper and other businesses; Chenming paper is the leader of paper industry

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