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Xianhe Co.,Ltd. (603733.SH): Electrolytic capacitor paper is one of the core materials for Supercapacitors.
On February 24, Gelonghui reported that Xianhe Co.,Ltd. (603733.SH) stated on the interactive platform that electrolytic capacitor paper is one of the core materials for Supercapacitors, mainly used for Separator materials, which can effectively isolate the positive and negative electrodes and ensure the stability of the capacitor's internal structure. Due to the high technical difficulty and requirements for production, domestic manufacturers are relatively few. In addition, in recent years, the domestic electrolytic capacitor paper market has shown a vigorous trend, and the rapid growth in demand has put pressure on original production capacity, resulting in a market that cannot meet demand. The company is actively planning and is expected to announce a new capacity expansion plan in the future to meet the market needs.
XianheLtd (SHSE:603733) Sheds 3.9% This Week, as Yearly Returns Fall More in Line With Earnings Growth
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.
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Is It Too Late To Consider Buying Xianhe Co.,Ltd. (SHSE:603733)?
