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CITIC Securities: The contradiction between supply and demand in the pulp and paper industry continues to be under pressure, with prices continuously declining.
Currently, the demand side of the pulp and paper industry is weak, coupled with concentrated capacity release, the supply-demand contradiction continues to be under pressure, and prices continue to decline.
Should You Be Adding Shandong Sunpaper (SZSE:002078) To Your Watchlist Today?
Research reports 丨 Guotai Junan Securities (Hong Kong): Temporarily recommend a "range operation" for Shandong Sun Paper, bullish on its operational resilience continuing to outperform peers.
Yuanta Securities (Hong Kong) research reports pointed out that since September, the domestic paper market has shown a 'peak season not booming' situation, with most paper prices not improving. Although broadleaf pulp prices have declined, insufficient domestic demand remains the current core contradiction, which also further tests the operation resilience of paper enterprises. As a leading domestic papermaking enterprise, Shandong Sun Paper (002078.SZ) has been strategically positioned in the direction of wood pulp and paper integration for many years, demonstrating better resilience through economic cycles compared to similar enterprises. As of now, the company's three major bases in Shandong, Guangxi, and Laos have a total pulp and paper production capacity of over 12 million tons, with a self-sufficiency rate of pulp reaching around 60%, as future wood pulp and paper production capacity continues to increase.
Shandong Sunpaper (SZSE:002078) Has Some Way To Go To Become A Multi-Bagger
zheshang Securities: Light industry white horse value highlights, select high-quality emerging domestic products, enjoy self-growth by going overseas.
Looking at the performance of the sub-industries in the light industry in Q2 2024, home furnishings and papermaking, which are related to the domestic demand economy, performed weakly, while some high-quality assets in the individual growth stage performed above expectations.
There's No Escaping Shandong Sunpaper Co., Ltd.'s (SZSE:002078) Muted Earnings
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