No Data
Shandong Sunpaper Co., Ltd.'s (SZSE:002078) Top Owners Are Private Companies With 45% Stake, While 36% Is Held by Individual Investors
China Galaxy Securities: The papermaking industry is at the bottom of the recovery cycle, pay attention to the performance of downstream demand.
The current state of the Papermaking industry is recovering from the bottom. There is a reduction in the supply of pulp and paper, while demand for recycled paper is warming up during the peak season. Price increase notices are continuously being implemented, resulting in price hikes.
Xinda Securities: ND PAPER's performance in the first half of 2024 is strong, with accelerated integration of pulp and paper layout.
Cinda Securities published a research report estimating that ND PAPER (02689) will have a net income attributable to shareholders of 1.21 billion yuan, 2.11 billion yuan, and 3.54 billion yuan for the fiscal years 2025-2027. The company achieved revenues of 29.134 billion yuan in FY2024H2 (January-June 2024), which is an increase of 13.8% year-on-year, with a net income of 0.458 billion yuan (up 146.1% year-on-year). The sales volume increased by 1.6 million tons year-on-year to 9.6 million tons, and after excluding exchange gains and losses, the net profit per ton was 45 yuan (an increase of 10 yuan/ton quarter-on-quarter). Despite a slight decline in profitability in Q3 due to weak terminal demand and sluggish demand,
Investors Don't See Light At End Of Shandong Sunpaper Co., Ltd.'s (SZSE:002078) Tunnel
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.
Investing in Shandong Sunpaper (SZSE:002078) Five Years Ago Would Have Delivered You a 67% Gain
Shandong Sunpaper (SZSE:002078) Will Be Hoping To Turn Its Returns On Capital Around
