[ppzhan summary] From the perspective of industry cycle, the paper association expects the industry demand growth rate to be 4.6% during the “Twelfth Five-Year Plan†period, which is significantly lower than that of the “Eleventh Five-Year Planâ€. There is no external factor such as strong elimination of backward policies and new Before the introduction of capacity approval restrictions, the industry will rely on its own development to resolve the contradiction between supply and demand imbalances will be very long.
The price of wood pulp has risen steadily, and the paper has not been effectively transferred due to the imbalance between supply and demand. The paper industry is suffering from the dual influence of upstream raw materials and its own supply and demand contradiction, such as dumbbells sandwiched between the two ends. From the perspective of the industry cycle, the Paper Association expects the industry demand growth rate to be 4.6% during the “Twelfth Five-Year Plan†period, which is significantly lower than that of the “Eleventh Five-Year Planâ€. There are no external factors such as strong elimination of backward policies and new capacity approval restrictions. Before, the industry will rely on its own development to resolve the contradiction between supply and demand imbalance will be very long.
Raw material market: International pulp prices continued to rise this week, ranging from 1.5% to 2.5%. Domestic wood pulp prices were basically stable last week, and a new round of quotation for softwood futures prices is about to be released soon.
Paper price and sales volume: In terms of coated paper, large paper mills have low inventory pressure and good export situation. Under the cost push, paper mills have a strong price increase attitude. The price increase of the previous manufacturers has been partially implemented in the terminal, and domestic demand is not prosperous. The transaction was flat. In terms of double-adhesive paper, the peak season is coming, the transaction is good, and the price in East China is slightly up. In the near future, Jindong continues to shout up 100-200 yuan/ton, and the transaction price of solar paper in North China is also raised by 100-150 yuan per ton. In terms of white cardboard, there was no major fluctuation in the market this week. Under the impetus of the ex-factory price increase of the paper mills in February and March, the terminal transaction price has been followed up, but the demand is not prosperous, and the increase rate is small. Slower. In terms of whiteboard paper, prices are stable this week. Although the ex-factory price of whiteboard paper in South China has been raised, the actual single-entry follow-up is limited, the demand is not good, and the paper mill has a large sales pressure. In terms of cardboard paper and corrugated paper, the pressure on paper mills is relatively high, and the market is relatively bearish. The price is temporarily stable this week, and the pressure on paper mills is relatively high, with less trading volume.
Industry and company dynamics: Yueyang Lin Paper released the 2011 annual report, EPS was 0.18 yuan, down 52.6% year-on-year; Guanhao Gaoxin released the 2011 annual report, EPS was 0.24 yuan, an increase of 118.18%.
Risk warning: Risk of sharp fluctuations in raw material prices in the short term; systemic risks.
The price of wood pulp has risen steadily, and the paper has not been effectively transferred due to the imbalance between supply and demand. The paper industry is suffering from the dual influence of upstream raw materials and its own supply and demand contradiction, such as dumbbells sandwiched between the two ends. From the perspective of the industry cycle, the Paper Association expects the industry demand growth rate to be 4.6% during the “Twelfth Five-Year Plan†period, which is significantly lower than that of the “Eleventh Five-Year Planâ€. There are no external factors such as strong elimination of backward policies and new capacity approval restrictions. Before, the industry will rely on its own development to resolve the contradiction between supply and demand imbalance will be very long.
Raw material market: International pulp prices continued to rise this week, ranging from 1.5% to 2.5%. Domestic wood pulp prices were basically stable last week, and a new round of quotation for softwood futures prices is about to be released soon.
Paper price and sales volume: In terms of coated paper, large paper mills have low inventory pressure and good export situation. Under the cost push, paper mills have a strong price increase attitude. The price increase of the previous manufacturers has been partially implemented in the terminal, and domestic demand is not prosperous. The transaction was flat. In terms of double-adhesive paper, the peak season is coming, the transaction is good, and the price in East China is slightly up. In the near future, Jindong continues to shout up 100-200 yuan/ton, and the transaction price of solar paper in North China is also raised by 100-150 yuan per ton. In terms of white cardboard, there was no major fluctuation in the market this week. Under the impetus of the ex-factory price increase of the paper mills in February and March, the terminal transaction price has been followed up, but the demand is not prosperous, and the increase rate is small. Slower. In terms of whiteboard paper, prices are stable this week. Although the ex-factory price of whiteboard paper in South China has been raised, the actual single-entry follow-up is limited, the demand is not good, and the paper mill has a large sales pressure. In terms of cardboard paper and corrugated paper, the pressure on paper mills is relatively high, and the market is relatively bearish. The price is temporarily stable this week, and the pressure on paper mills is relatively high, with less trading volume.
Industry and company dynamics: Yueyang Lin Paper released the 2011 annual report, EPS was 0.18 yuan, down 52.6% year-on-year; Guanhao Gaoxin released the 2011 annual report, EPS was 0.24 yuan, an increase of 118.18%.
Risk warning: Risk of sharp fluctuations in raw material prices in the short term; systemic risks.
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