The first three quarters of paper packaging sector performance of listed companies is expected to maintain rapid growth. 41 of the paper and packaging sector, there are 23 announced third quarter results notice, the pre by 13, Yuying 4, a pre-level, pre-fall three-losing two. Paper packaging segment of the third quarter performance of the company is still expected to maintain rapid growth, net profit growth is expected to reach more than 30%. Mainly due to the industry to benefit from the product prices rose sharply, energy saving eliminate backward production capacity, the appreciation of the renminbi to reduce the cost of imported raw materials, the Olympic Games to stimulate the demand pull four points and three quarters of the price of raw materials has stabilized over the first half
Segments industries differentiation. The culture paper by the energy conservation affect the industry still maintained a high degree of prosperity; the white cardboard capacity devoted boom decline; newsprint and coated paper due to Olympic stimulus disappeared, the oversupply facing the dilemma; containerboard overcapacity , the industry faces reshuffle
Paper packaging industry, there are three major concerns. 1) industry boom. The paper industry is the high point, on the one hand, with the comprehensive paper products industry leaders will continue to enjoy the industry boom, On the other hand, due to some sub-sectors have begun to differentiate, still maintain a high boom of the sub-sectors for the production of such products listed companies bring higher profits. Such as the absolute leading industry Chenming Paper. 2) enhance the value of forest resources. Timber prices continue on the rise of the value of forest resources, forest assets the company has great potential. The one hand, the integration of forestry and paper industry so that such companies which enhanced the ability to control of the upstream raw material in the environment of rising raw material prices will cost advantage, on the other hand, with the national forest right system reform, the value of forest assets increasingly show the state for private timber logging restrictions be relaxed, such enterprises will exhibit tremendous value. Yueyang Paper. 3) holdings of major shareholders. Holdings with the national central enterprises are encouraged to repurchase shares of listed companies, the central enterprises as major shareholders of listed companies is expected to be overweight. Murray paper MCC control