From the perspective of PB valuation, on February 10, the industry PB (holistic law) 1.24X was at a historical low.
From a fundamental point of view, some companies started to use low-priced raw material stocks in the first quarter of this year. There is also a certain expectation of rising paper prices. Some stocks already have investment value. This week, we recommend continuing to pay attention to low-value stocks. Recommend Yueyang Lin Paper, Bohui Paper, Huatai Shares, Sun Paper, and Zhongshun Jierou with certain growth in performance.
Raw material market: In this period, the price of international softwood pulp fell, and broadleaf pulp rose. In the domestic wood pulp futures market, the price of softwood pulp is not volatile. After the increase in the price of some broad-leaf pulp last week, the price of Indonesian leaflet acacia this week is 605 US dollars / ton, about 20 US dollars per ton, the leaflet hard per ton rise 10 dollars reached 590 US dollars / ton. In the domestic wood pulp spot market, the prices of softwood pulp and broadleaf pulp increased slightly, and the number of inquirers increased compared with last week, but the volume. The price of imported waste paper continued to rise slightly this week, but the transaction was light.
Paper price and sales volume: In the second week after the festival, the printing plant started to work one after another, and the trading volume increased compared with last week. However, due to the influence of the off-season factors, the trading volume in various places was still relatively light. In terms of price, after Jindong raised the factory price of 200 yuan/ton, this week, Sun Paper, Chenming Paper and Daewoo Paper have raised the ex-factory price. The price adjustment range is 100-200 yuan/ton. Can the actual order be followed up? Still need to be observed. In terms of double-adhesive paper, after Jinhuasheng raised 200 yuan per ton, the ex-factory price of Sun Paper's double-adhesive paper was raised by 100 yuan per ton this week. Chenming, Quanlin and other manufacturers also have price increase plans, but traders still digest Inventory is the main one, and the actual order has not been followed up. White cardboard manufacturers also issued price increase notices, but the current price of real orders has basically not increased, and most traders still hold a wait-and-see attitude. White paper, cardboard paper and corrugated paper fell.
Industry and company dynamics: Jinjia shares released 2011 performance forecast, EPS 0.61 yuan; Sun Paper Finance leased 730 million yuan; Donggang shares passed high-tech enterprise review; Hengfeng Paper issued convertible corporate bonds to apply for CSRC The audit was approved; *ST Shijie suffered a large loss in 2011 and the reorganization is in progress.
Risk warning: Risk of sharp fluctuations in raw material prices in the short term; systemic risks.
From a fundamental point of view, some companies started to use low-priced raw material stocks in the first quarter of this year. There is also a certain expectation of rising paper prices. Some stocks already have investment value. This week, we recommend continuing to pay attention to low-value stocks. Recommend Yueyang Lin Paper, Bohui Paper, Huatai Shares, Sun Paper, and Zhongshun Jierou with certain growth in performance.
Raw material market: In this period, the price of international softwood pulp fell, and broadleaf pulp rose. In the domestic wood pulp futures market, the price of softwood pulp is not volatile. After the increase in the price of some broad-leaf pulp last week, the price of Indonesian leaflet acacia this week is 605 US dollars / ton, about 20 US dollars per ton, the leaflet hard per ton rise 10 dollars reached 590 US dollars / ton. In the domestic wood pulp spot market, the prices of softwood pulp and broadleaf pulp increased slightly, and the number of inquirers increased compared with last week, but the volume. The price of imported waste paper continued to rise slightly this week, but the transaction was light.
Paper price and sales volume: In the second week after the festival, the printing plant started to work one after another, and the trading volume increased compared with last week. However, due to the influence of the off-season factors, the trading volume in various places was still relatively light. In terms of price, after Jindong raised the factory price of 200 yuan/ton, this week, Sun Paper, Chenming Paper and Daewoo Paper have raised the ex-factory price. The price adjustment range is 100-200 yuan/ton. Can the actual order be followed up? Still need to be observed. In terms of double-adhesive paper, after Jinhuasheng raised 200 yuan per ton, the ex-factory price of Sun Paper's double-adhesive paper was raised by 100 yuan per ton this week. Chenming, Quanlin and other manufacturers also have price increase plans, but traders still digest Inventory is the main one, and the actual order has not been followed up. White cardboard manufacturers also issued price increase notices, but the current price of real orders has basically not increased, and most traders still hold a wait-and-see attitude. White paper, cardboard paper and corrugated paper fell.
Industry and company dynamics: Jinjia shares released 2011 performance forecast, EPS 0.61 yuan; Sun Paper Finance leased 730 million yuan; Donggang shares passed high-tech enterprise review; Hengfeng Paper issued convertible corporate bonds to apply for CSRC The audit was approved; *ST Shijie suffered a large loss in 2011 and the reorganization is in progress.
Risk warning: Risk of sharp fluctuations in raw material prices in the short term; systemic risks.
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