Market performance this week: This week's paper light industry segment outperformed the broader market. CSI 300 (2.33%), light manufacturing (2.55%); key company performance: Xinghui model (-0.37%), Sun Paper (3.31%), Sofia (7.29%), Yongxin (2.73%) , Meike shares (1.94%), Dongfeng shares (2.30%).
This week's market summary: raw materials market: international pulp prices are relatively stable this week, waste paper prices fell slightly, cotton prices fell slightly, plastic products prices continued to fall. Paper product market: Due to the continued sluggish downstream demand, the prices of various types of paper products tracked mainly showed a slight loosening this week. Furniture market: From January to March 2012, the total industrial output value of enterprises above designated size in the furniture industry totaled 120.774 billion yuan, a year-on-year increase of 19.42%.
Important news and data review this week: Furniture market: Beijing's “trade-in†policy is likely to be officially introduced on July 1. The subsidy will be divided into three phases. Paper market: (1) APP China will build a new white cardboard production line as planned. The paper machine will be installed at APP Ningbo Paper Factory, and its production capacity will reach 1 million tons/year. It is expected to be completed and put into production by the end of 2013 to the beginning of 2014. (2) Shandong Sun Paper and Brazil initially reached an intention of US$3 billion in overseas investment projects, and planned to acquire and renovate pulp mills in Brazil to build paper-making forest bases and biomass energy power generation projects. Pulp market: Yunjinglin Paper held a ceremony to celebrate the 90,000-ton pulp technology reform project in Jinggu Yi and Dong Autonomous County. The company's annual pulp production is expected to reach 250,000 tons, making it a large wood pulp production enterprise in Southwest China.
Packaging and printing: In 2011, China's packaging industry total output value of about 1.3 trillion yuan, becoming the world's second largest packaging country after the United States.
Investment strategy and recommendations:
This week we recommend focusing on the cost reduction, furniture replacement policies and stable tobacco industry chains. Last week's demand was stable, and the cost of Yongxin shares outperformed the market. At present, as the price of plastics further declines, the profit margin will gradually expand. In addition, the furniture trade-in will be opened in July in Beijing, and it is expected to be piloted nationwide. According to our previous report, “Furniture We believe that Da Ya Technology, Del Home and other enterprises are expected to benefit from the old-for-new policy; afterwards, we also recommend investors to pay attention to the tobacco industry chain investment opportunities, the target is Dongfeng (601515, overweight) .
Listed companies recommend Starlight Cars, Yongxin, Dongfeng, Sun Paper.
This week's market summary: raw materials market: international pulp prices are relatively stable this week, waste paper prices fell slightly, cotton prices fell slightly, plastic products prices continued to fall. Paper product market: Due to the continued sluggish downstream demand, the prices of various types of paper products tracked mainly showed a slight loosening this week. Furniture market: From January to March 2012, the total industrial output value of enterprises above designated size in the furniture industry totaled 120.774 billion yuan, a year-on-year increase of 19.42%.
Important news and data review this week: Furniture market: Beijing's “trade-in†policy is likely to be officially introduced on July 1. The subsidy will be divided into three phases. Paper market: (1) APP China will build a new white cardboard production line as planned. The paper machine will be installed at APP Ningbo Paper Factory, and its production capacity will reach 1 million tons/year. It is expected to be completed and put into production by the end of 2013 to the beginning of 2014. (2) Shandong Sun Paper and Brazil initially reached an intention of US$3 billion in overseas investment projects, and planned to acquire and renovate pulp mills in Brazil to build paper-making forest bases and biomass energy power generation projects. Pulp market: Yunjinglin Paper held a ceremony to celebrate the 90,000-ton pulp technology reform project in Jinggu Yi and Dong Autonomous County. The company's annual pulp production is expected to reach 250,000 tons, making it a large wood pulp production enterprise in Southwest China.
Packaging and printing: In 2011, China's packaging industry total output value of about 1.3 trillion yuan, becoming the world's second largest packaging country after the United States.
Investment strategy and recommendations:
This week we recommend focusing on the cost reduction, furniture replacement policies and stable tobacco industry chains. Last week's demand was stable, and the cost of Yongxin shares outperformed the market. At present, as the price of plastics further declines, the profit margin will gradually expand. In addition, the furniture trade-in will be opened in July in Beijing, and it is expected to be piloted nationwide. According to our previous report, “Furniture We believe that Da Ya Technology, Del Home and other enterprises are expected to benefit from the old-for-new policy; afterwards, we also recommend investors to pay attention to the tobacco industry chain investment opportunities, the target is Dongfeng (601515, overweight) .
Listed companies recommend Starlight Cars, Yongxin, Dongfeng, Sun Paper.
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