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How is the outlook for the papermaking peak season? Manufacturers are cautiously optimistic, with cost control still being the main theme|Industry News
1. The papermaking peak season has started, and many paper mills hold cautious optimism expectations; 2. The industry was flat in the first three quarters, and the cost advantages of leading paper enterprises are showing; 3. There are many factors causing differences in gross profit of paper enterprises, with inventory management being the core; 4. The pressure of rising paper prices in Q4 still exists, and paper enterprises still need to compete in cost control.
Iws (00923) fell 45.20%, now trading at 0.017 yuan, hitting a new 52-week low.
As of 10:38, the eco-friendly concept group (00923) has dropped 45.20% from the previous closing price, now trading at 0.017 yuan, hitting a 52-week low; with a volume of 0.004 million shares and a turnover of 0.0001 million Hong Kong dollars.
Shareholders May Be Wary Of Increasing Integrated Waste Solutions Group Holdings Limited's (HKG:923) CEO Compensation Package
Orient Securities: In July, China's paper and paperboard production increased by 11.5% year-on-year, and culture paper and specialty paper prices may gradually stabilize.
The cumulative output of machinery paper and paperboard from January to July 2024 increased by 13.5% year-on-year, with a production volume of 13.17 million tons in July, a year-on-year increase of 11.5%.
IWS: Annual Report 2024
Minsheng Securities: It is difficult for pulp prices to fall and the volatility is increasing, and profit improvement is expected.
On the one hand, the pulp production capacity of the above-mentioned companies is relatively low, while on the other hand, paper prices have strong resilience, and profit improvement can be expected.
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