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China International Capital Corporation Papermaking 2025 Outlook: Starting Point of Demand Recovery, End of Capacity Cycle.
Papermaking, being a cyclical commodity highly sensitive to Consumer demand, is expected to benefit from high certainty in demand by 2025, especially with the expectation of mid-single-digit year-on-year growth in the demand for packaging paper and specialty paper.
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Guosen Securities: Light industry operations under pressure in Q3, business climate bottoming out, looking forward to trade-in programs to improve domestic demand.
In Q3 2024, the total revenue of listed companies in the home sector decreased by 2.7% year-on-year, net income attributable to parent company shareholders decreased by 23.5% year-on-year, gross margin decreased by 2.5 percentage points to 31.0%, net margin decreased by 2.0 percentage points to 7.4%.
Hong Kong stock industry concept tracking | Paper companies have set off a new round of price increases, signaling the industry's bottoming out and rebound (with concept stocks).
Since October, many papermaking companies have carried out one or more rounds of price increases. Recently, more companies have announced price adjustment plans for their multiple facilities, leading to paper enterprises in various regions following suit. The entire papermaking industry has ignited a new wave of price hikes.
Guosen Securities: Grasp the demand recovery in the papermaking industry during the upturn cycle and focus on opportunities for bottom improvement.
With the release of 2.55 million tons of capacity from the supply side in Brazil's suzano, the trend of pulp prices is expected to be mainly volatile, lacking strong support, focusing on the disturbance from the supply side.
Shandong Sunpaper (SZSE:002078) Will Be Hoping To Turn Its Returns On Capital Around
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