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信达证券: With the rise of pulp and paper, profit improvement can be expected. It is recommended to pay attention to Shandong Sun Paper (002078.SZ) and others.
According to Cinda Securities, considering the limited new production capacity of global pulp in 2025 and the increase in domestic self-made pulp mainly being mechanical pulp, it is expected that there is still upward space for pulp prices.
GTJA: The demand and cost resonance in the Papermaking Industry suggests promising profit elasticity.
Leading domestic companies have accelerated the integration of forestry, pulping, and paper-making since 2024, which is expected to further strengthen comprehensive cost competitiveness and smooth out fluctuations in raw material price cycles.
Huafu Securities: The resonant pattern of pulp and paper in February is worth looking forward to. Preferentially select leading papermaking companies with a well-rounded integrated layout.
The external Quote for broadleaf pulp has risen, supporting the continuous firmness of paper prices. Improved demand for raw paper further enhances the Bullish trend for pulp prices, and a 'small spring' market in the Papermaking Sector is expected to form a resonance pattern between pulp and paper in the short term.
Shandong Bohui Paper Industrial (600966.SH) and its subsidiaries plan to engage in Futures hedging Business.
On December 11, Gelonghui reported that Shandong Bohui Paper Industrial (600966.SH) announced that the company and its subsidiaries engage in Futures hedging business, with a maximum margin requirement not exceeding 0.15 billion yuan (excluding margin requirements for standard warehouse receipt deliveries). Within the above limit and the validity period of the resolution, funds may be rolled over for use, with the source of funds being the company's own capital.
gf sec: The leading papermaking company is reducing production, and the industry is likely to welcome a short-term turning point.
Chenming (000488.SZ) monthly production reduction is expected to have a certain impact on domestic paper prices, short-term supply shrinkage, demand remains unchanged, expected to stop the current downward trend of paper prices, bullish for the industry sentiment to recover.
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.
Shandong Bohui Paper IndustryLtd (SHSE:600966) Has Debt But No Earnings; Should You Worry?
