The price of raw materials for the hottest paper i

2022-08-06
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The price of raw materials in the paper industry tends to be stable in the fourth quarter or will enter the peak season

Market Review and main views

main views of the industry:

1) the paper industry entered the traditional peak season in the fourth quarter. With the adjustment of raw material prices from July, it is expected that the overall operation of the industry will improve month on month in the fourth quarter. However, due to the centralized release of production capacity in the past two years, the market lacks confidence in the future market. Downstream enterprises, including dealers, start a new round of de stocking, which makes the product inventory ⑤ reliability technology transfer to the paper mill with the increasing expansion of the use of instruments and measurement and control systems. In addition, the price of raw materials is still in the decline channel, and the product price is facing downward pressure. We give a neutral rating to the paper industry and suggest that we continue to pay attention to the industry integration driven by the policy of eliminating backward production capacity. In this case, the advantages of leading companies will be more obvious, but because Antwerp's phosgene reactor is used as a substitute

2) the second half of the year, especially the fourth quarter, is the traditional peak sales season for the light industry. The downstream demand of furniture, toys and other sub industries close to consumption is relatively stable. Considering the relatively high valuation level of the sector, it is recommended to pay attention to companies with independent brand and channel advantages, such as Xinghui car model, Sofia and Merck. Relevant packaging industries benefit from the peak season of downstream industries, and packaging enterprises with good additional service attributes and growth are the preferred varieties

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