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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.
Overview of the lifting of restrictions on A-shares | December 30
According to Zhichun Financial APP, on December 30, a total of 37 listed companies had their restricted shares unlocked, with a total market value of approximately 12.254 billion yuan. Today's specific situation of the restricted shares unlocked is as follows: Stock Abbreviation Stock Code Restricted Stock Type Number of Stocks Unlocked Henan Yuneng Holdings 001896 Placement of A-shares for original shareholders 0.205 billion Datang Telecom Technology 600198 Placement of A-shares for original shareholders 0.428 billion China National Software & Service 600536 Stock-based Incentive restricted circulation 0.7513 million Xiamen Tungsten 600549 Stock-based Incentive restricted circulation 3.6369 million Yueyang Forest & Paper 600963 Stock-based Incentive restricted circulation 0.27 million
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.
Yueyang Forest & Paper (SHSE:600963) Rises 7.9% This Week, Taking Five-year Gains to 70%
Yueyang Forest & Paper (600963.SH): Subsidiary Chengtong Carbon Sink wins the bid for the voluntary greenhouse gas emission reduction project in Anyuan County.
On December 2, Glonghui reported that Yueyang Forest & Paper (600963.SH) announced that its wholly-owned subsidiary, Chengtong Carbon Trading Management (Hunan) Co., Ltd. (referred to as "Chengtong Carbon Trading"), recently participated in the public bidding for the greenhouse gas voluntary emission reduction project (forestry carbon trading development) in Anyuan County. On December 2, 2024, the company received the "Notice of Winning Bid" and became the winning unit of the project. If the contract for this project is signed and implemented smoothly, it is estimated that based on the current domestic carbon trading prices, it will generate at least 20 million yuan in net income during the cooperation period, which will have a positive impact on the annual operating performance of the company's project.
China Chengtong accelerates the integration of its papermaking business. Yueyang Forest & Paper plans to "recover" old assets for 1.28 billion.
① China Chengtong integrates the papermaking business, mcc meili cloud computing industry investment and yueyang forest & paper are both taking action; ② yueyang forest & paper plans to acquire a pulp company that was divested years ago for 1.28 billion cash; ③ the symbol has had stable profits in the past two years, while yueyang forest & paper's operation continues to be under pressure; ④ the symbol was divested by yueyang forest & paper in 2015 due to poor performance.
Yueyang Forest & Paper (SHSE:600963) Is Reinvesting At Lower Rates Of Return
