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Service > Transformation and upgrading of paper products industry

Transformation and upgrading of paper products industry

Last week, the plate quotes review
Last week, Shen million light industry manufacturing index in the new lead rose 11.14%, respectively run win the SSE Composite Index 8.7 percentage points and the CSI 300 index 9.84 percent. Specific to the breakdown of the industry, price from high to low as follows: (16.63%), packaging, printing, furniture (11.18%) and recreational activities (10.68%) and paper (7.04%); the Shengxing shares, Jielong and trimetazidine shares rose among the biggest gainers.
Key industry fundamentals state tracking
Paper industry: last week most of the largest industrial paper prices stabilize, corrugated paper and kraft in Lee & man to lead the price continued signs of a rebound. It is expected that with the small and medium-sized enterprise passive clearing contractions in supply, the situation will continue to improve. We believe that in the price of paper dimensional stability and rebound under the premise, running low pulp price will pull on downstream spread, enhance the industry gross margin; superposition of corporate liabilities rate reduce and cut interest rates to bring the financial costs affect the rate of decline, industry profits boosted. Packaging and printing industry: home appliances, food and beverage, daily chemical products, such as focus on the needs of the downstream industry has emerged stage rebound; end costs, raw material prices maintain low volatility and interest elasticity of demand larger paper packaging, metal packaging industry. Furniture industry: April ushered in the traditional decoration season, while the promotion of real estate recovery will show significant growth of furniture consumption, the situation is expected to continue until the end of the two quarter. Throughout the year, the furniture industry came to the integration point, the pattern of the fittest will gradually appear, leading companies worth attention. Entertainment industry: 4 months of office supplies and toys industry boom continued ascension, toy export value in the overseas consumer recovery and the devaluation of the renminbi, driven by a sharp rise in, we are optimistic about the this round by the consumer to upgrade drive a recovery in domestic demand leading toy consumption rise, to create "the whole industry chain + diversification" of the toy production enterprises are expected to benefit from.
Core ideas and investment proposals this week
Although the April data show light plate in papermaking, printing and packaging and furniture three segments of the industry fundamentals bottomed rebound, it is still difficult to reverse the trend of light industry annual earnings growth is slowing. Traditional light industry enterprises to the transformation and upgrading of the point, the poor are changed, bianzetong, to create a more efficient and profitable mode is to break the bottleneck of gain the best path. Therefore, we believe that the theme of investment will continue, concerned about the proposed four major investment themes: 1, SOE reform: the reform of state-owned enterprises is the priority among priorities, with the "1+N" top-level design launch point adjacent, related to the subject or activity, Chenming paper, sun paper industry first; 2, Internet + + stocks: to create mobile medical platform Jinjia, transformation Home Furnishing platform based service providers underestimate the value of leading furniture Yihua timber and want to build online education platform of art of Helen's piano and Zhujiang Gangqin; 3, the transformation and upgrading of stocks: through the industry chain, to achieve horizontal longitudinal extension of the added value and enhance the profit leading packaging Origen Sen, leading Qi Feng of new material and new materials Dilong exploit specialty paper market, and build the industrial chain of children MacLeod shares; 4, the concept of environmental protection: the transformation of landscape engineering business Li Peng shares, and involved in the smart car and intelligent building glass film Shun shares.

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