The hottest papermaking sector has strengthened ag

2022-10-20
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The paper sector has strengthened again. Yueyang forest paper and other multi share two-tier boards

release date: they can be tested after being fixed in Changzhou, Wuxi, Qingdao, Shenzhen and other places to form industrial clusters source: first finance and economics

on May 24, Yueyang forest paper rose by the limit to close at 7.08, with a turnover of 83.5395 million. From May 21 to May 24, the stock increased by 21.03%, with a cumulative deviation of 20.3% and a range turnover of 820million. The pendulum impact testing machine is a kind of impact testing machine. It is shown that one institution bought 22.1894 million

the paper sector rose strongly yesterday, with Qingshan Paper, Yibin Paper, meiliyun, Yiyi shares and so on rising by the limit. Among them, Qingshan Paper, Yibin Paper, meiliyun and Yueyang paper have risen by the limit for two consecutive trading days

according to CCTV, since the beginning of May, major domestic cultural paper enterprises and traders have issued a number of price increase letters, of which the price of cultural paper has generally increased by 200/ton, while the price of white cardboard has increased by 1000/ton. At the same time, due to the rise in the price of pulp raw materials, resulting in the upside down of pulp and paper prices, some paper mills can only shut down

Guosen Securities said that looking forward to the future market, the differentiated performance of different paper types may differentiate the company's performance: because the demand and price elasticity of cultural paper are relatively smaller than that of packaging paper, enterprises with a large proportion of cultural paper in this off-season may be less impacted; Due to the new demand of replacing plastic with paper, and the high concentration of white cardboard on the supply side, the control ability of paper enterprises over the price of white cardboard may be stronger than that of box board, corrugated, white board and other kinds of paper, so the paper enterprises with a high proportion of white card revenue can measure the yield strength of materials under impact and other functions may also be smaller than the enterprises dominated by box board corrugated white board. The marginal change of paper price may be the most important anchor point for the market to price paper enterprises. After the off-season comes and the leading paper enterprises successively arrange shutdown and overhaul, whether the profitability of tons of paper can reach a new high may be the key factor determining whether the stock price can break through the previous high

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