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陽光紙業:2023 年報
Changes in Hong Kong stocks | Sunshine Paper (02002) is now rising more than 7%, leading paper stocks, and many paper companies have issued shutdown letters, agencies say the price of cultural paper is expected to achieve cost transmission
Paper stocks picked up in early trading. As of press release, Sunshine Paper (02002) rose 7.06% to HK$1.82; Chenming Paper (01812) rose 3.43% to HK$1.81; Nine Dragons Paper (02689) rose 1.61% to HK$3.15; and Liwen Paper (02314) rose 1.3% to HK$2.34.
Frequent news of production cuts and shutdowns has surged costs, and the outlook for paper companies in Q2 is bleak
“Due to the sharp rise in pulp board prices, our costs have increased dramatically. At the same time, it was difficult to raise prices in the finished product market, and the company suffered unprecedented losses and decided to stop production and maintenance of the No. 1 and No. 2 paper machines.” Recently, several household paper companies in Hebei issued shutdown notices.
Zhongtai Securities: Pulp price inflection point at the end of Q2 or paper companies currently focusing on good price and cost control capabilities
According to a research report released by Zhongtai Securities, the core driver of this round of pulp growth is European demand restoration+low inventories+capacity maintenance.
Hong Kong paper stocks fell again in the afternoon. Nine Dragons Paper fell nearly 4%, Chenming Paper fell more than 3.5%, Liwen Paper fell more than 2%, and Sunshine Paper followed suit.
Hong Kong paper stocks fell again in the afternoon. Nine Dragons Paper fell nearly 4%, Chenming Paper fell more than 3.5%, Liwen Paper fell more than 2%, and Sunshine Paper followed suit.
Changes in Hong Kong stocks | Paper stocks rose the most, Chenming Paper (01812.HK) announced that in the first quarter, Yingxi Institution says supply and demand in the industry will gradually reach an inflection point
Paper stocks had the highest gains in early trading. As of press release, Chenming Paper (01812.HK) rose 5.29% to HK$1.79; Nine Dragons Paper (02689.HK) rose 5.04% to HK$3.54; Lee & Man Paper (02314.HK) rose 3.64% to HK$2.56; and Sunshine Paper (02002.HK) rose 1.13% to HK$1.79.
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