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Orient Securities: Demand from Europe and the US is picking up, supply shocks are frequent, and pulp is expected to continue to strengthen in the second quarter
The Zhitong Finance App learned that Orient Securities released a research report stating that starting at the end of 2023, the European and American paper industry chains are coming to an end, and demand for pulp is gradually picking up. Global pulp supply disturbances have been frequent since March. The mismatch between global pulp supply and demand is expected to be prominent in the second quarter. Combined with pulp inventories throughout the industry chain, the pulp inventory in the entire industry chain is at a medium to low level, and pulp prices are expected to maintain a strong trend in the second quarter. In terms of bulk paper, we are currently in the traditional peak season for cultural paper. If pulp prices continue to be strong, cultural paper prices are expected to achieve cost transmission, and cultural paper industry leaders, which account for a relatively high proportion of self-supply pulp, are expected to benefit from this round of rising paper prices and achieve profitable expansion. Inci
Bohui Paper (600966.SH): Ningbo Guanbox, a shareholder holding more than 5% of the shares, plans to continue to separate
On April 8, Ge Longhui Paper (600966.SH) announced that it received a notice from Ningbo Asia Paper Tube & Carton Co., Ltd. (“Ningbo Tube Box”), a shareholder holding more than 5% of the company's shares, that according to strategic development needs, Ningbo Tube Box (surviving company) and Ningbo Jinjiayuan Paper Co., Ltd. (newly established company, “Jinjiayuan Paper” for short). After the completion of the split, there was no change in the number of shares held by Jinguang Paper and its co-actors. In total, they held 652,871,937 shares, accounting for 48.84% of the company's total share capital. The controlling shareholder of the company is still
Shandong Bohui Paper IndustryLtd (SHSE:600966) Has Debt But No Earnings; Should You Worry?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility of prices, but whether you will suffer a permanent loss of capital.' It's only n
Zheshang Securities: Finland's strike stops production, catalyzes the strengthening of pulp prices, and it is expected that the price of pulp and paper will continue to rise
The strike in Finland affected fermentation, temporarily halted production at some pulp mills, or supported the strengthening of pulping price fluctuations in the short term.
Changjiang Securities: Q1 of the paper industry chain is expected to be still in the inventory phase and gradually enter Xiaoyangchun after the Cultural Paper Festival
The Zhitong Finance App learned that Changjiang Securities released a research report saying that 2024Q1 is still expected to be the stage where the paper industry chain digests inventory, and the price increase for cultural paper is expected to be superior to wrapping paper after the Spring Festival. Cultural paper gradually enters Xiaoyangchun (tender season for fall textbooks) after the Spring Festival. Improved demand is expected to drive price increases. The first half of the year for wrapping paper is a traditional low season, and demand is generally driving price increases. It is worth noting that prices for broadleaf pulp from overseas pulp mills have risen recently. On the one hand, demand for wood pulp in the European and American markets has increased since the beginning of the year. On the other hand, currently Chinese paper companies' wood pulp stocks are generally low, and demand for cultural paper is expected to increase in the future.
Bohui Paper (600966.SH) appointed Liu Jichun as general manager and general manager of the Jiangsu base
Bohui Paper (600966.SH) issued an announcement. The company's board of directors received the company's general manager on February 18, 2024...
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