The paper printing industry tracked reports: the price of dominant paper, waste paper and pulp remained stable, and some waste paper and pulp transportation were blocked by heavy snow.
The overall trend of paper products: the price of paper has slowed down. Compared with last week, the price of double-adhesive paper rose slightly by 0.66% this week; the price of coated paper fell by 1.52% this week; the price of gray-white paper was unchanged this week; the price of white cardboard rose slightly by 0.89% this week. The price of boxboard/corrugated paper, newsprint and kraft paper remained basically unchanged in October.
The overall trend of raw materials: the price of imported wood pulp and waste paper has stabilized. This week, European pulp prices (in euros) and US dollar pulp prices rose significantly. Since the beginning of this month, the exchange rate of the RMB against the major producers’ currencies has continued to depreciate. The price of imported major wood pulp brands (RMB) rose by 1.27% this week. The price of waste paper rose this week, and the main paper wastes of US waste, European waste and daily waste were 0.18%, 2.30% and 2.08%, respectively.
New production data for the current period: The cumulative output of paper products has increased significantly year-on-year, and the cumulative output of pulp has decreased year-on-year.
Since 2009, the growth rate of paper products has risen sharply and then increased with the recovery of demand. The cumulative output in October reached 75.82 million n屯, the growth rate was 8.61%; the total output of pulp in the first 10 months was 15.76 million tons, down 10.34% year-on-year. The main reason for the upside down of paper products is that the large amount of imported cheap wood pulp has led to the inadequacy of domestic pulp mills.
The decline in the volume and amount of imports of paper products slowed down, the volume of pulp imports increased significantly, and the decline in the amount slowed down; the volume of dominant papers increased rapidly, and the decline in imports slowed down. The cumulative growth rate of paper imports and the amount in October was -11.11% and -17.14% respectively; the cumulative growth rate of pulp imports in October reached 41.77%; and the amount of October decline has risen to 5.12%. According to the paper type, the export volume of coated paper coated paper has been growing rapidly during the year. The growth rate of single-month growth in April-July is more than 50%. The growth rate in August and September has slowed down. Double glue and white paper are exported in September. The volume growth rate was 25.90% and 72.4g%, respectively; the copper, double-glue and whiteboard paper imports in September increased by -8.3 3%, ll.gg% and -0.87%, respectively.
Industry investment logic, ratings and stock recommendations. In the first half of the year, the main line of investment in the industry was the sales growth and price increase of the dominant paper types. In the second half of the year, the main line was the price increase of the dominant paper type. The main line of the next year was the capacity expansion of the dominant paper type, that is, the new project was selected as the dominant paper type and the expansion of the original scale was compared. Large listed companies are the subject of investment. Several price adjustments since the third quarter will lead the major papermaking leading companies to grow by more than 50% in the fourth quarter. According to the valuation of next year's performance, the paper industry mainly recommends Bohui Paper, Sun Paper and Chenming Paper. We are still optimistic about the long-term growth of Hexing Packaging.
The overall trend of paper products: the price of paper has slowed down. Compared with last week, the price of double-adhesive paper rose slightly by 0.66% this week; the price of coated paper fell by 1.52% this week; the price of gray-white paper was unchanged this week; the price of white cardboard rose slightly by 0.89% this week. The price of boxboard/corrugated paper, newsprint and kraft paper remained basically unchanged in October.
The overall trend of raw materials: the price of imported wood pulp and waste paper has stabilized. This week, European pulp prices (in euros) and US dollar pulp prices rose significantly. Since the beginning of this month, the exchange rate of the RMB against the major producers’ currencies has continued to depreciate. The price of imported major wood pulp brands (RMB) rose by 1.27% this week. The price of waste paper rose this week, and the main paper wastes of US waste, European waste and daily waste were 0.18%, 2.30% and 2.08%, respectively.
New production data for the current period: The cumulative output of paper products has increased significantly year-on-year, and the cumulative output of pulp has decreased year-on-year.
Since 2009, the growth rate of paper products has risen sharply and then increased with the recovery of demand. The cumulative output in October reached 75.82 million n屯, the growth rate was 8.61%; the total output of pulp in the first 10 months was 15.76 million tons, down 10.34% year-on-year. The main reason for the upside down of paper products is that the large amount of imported cheap wood pulp has led to the inadequacy of domestic pulp mills.
The decline in the volume and amount of imports of paper products slowed down, the volume of pulp imports increased significantly, and the decline in the amount slowed down; the volume of dominant papers increased rapidly, and the decline in imports slowed down. The cumulative growth rate of paper imports and the amount in October was -11.11% and -17.14% respectively; the cumulative growth rate of pulp imports in October reached 41.77%; and the amount of October decline has risen to 5.12%. According to the paper type, the export volume of coated paper coated paper has been growing rapidly during the year. The growth rate of single-month growth in April-July is more than 50%. The growth rate in August and September has slowed down. Double glue and white paper are exported in September. The volume growth rate was 25.90% and 72.4g%, respectively; the copper, double-glue and whiteboard paper imports in September increased by -8.3 3%, ll.gg% and -0.87%, respectively.
Industry investment logic, ratings and stock recommendations. In the first half of the year, the main line of investment in the industry was the sales growth and price increase of the dominant paper types. In the second half of the year, the main line was the price increase of the dominant paper type. The main line of the next year was the capacity expansion of the dominant paper type, that is, the new project was selected as the dominant paper type and the expansion of the original scale was compared. Large listed companies are the subject of investment. Several price adjustments since the third quarter will lead the major papermaking leading companies to grow by more than 50% in the fourth quarter. According to the valuation of next year's performance, the paper industry mainly recommends Bohui Paper, Sun Paper and Chenming Paper. We are still optimistic about the long-term growth of Hexing Packaging.
We will continue to adhere to the tenet of "high-quality products, high-quality life", and welcome friends from all over the world to negotiate business with customers or visit in person for guidance. We sincerely look forward to establishing friendly and cooperative business partnership with customers at home and abroad on the basis of equality and mutual benefit!We are manufacturer of 12 Sets Baby Care Products in China, if you want to buy Twelve-Piece Baby Nail Art Set,New Baby Health And Beauty Kit,Baby Skin Care Natural Product please contact us.
12 Sets Baby Care Products,Twelve-Piece Baby Nail Art Set,New Baby Health And Beauty Kit,Baby Skin Care Natural Product
Dongguan Junkai Packaging Products Co., Ltd , https://www.diystoragecases.com