|
|
Muffin Cup Machine
|
Name: Kevin Luo |
Paper printing and packaging: choose the advantages of domestic industry enterprise |
| Author : Date : 2013-1-15 17:31:04 |
Brief summary 1. The paper: "neutral" rating, boom bust, slow recovery 2. Trees furniture: increasing, pay attention to the policy guide 3. Recreational supplies: increasing, watch the infant child supplies market 4. Packaging and printing: increasing, business picks up, benefit widely downstream stable growth 5. Risk warning investment point 1) paper industry in recent years, due to the release of production concentration is in digestive new capacity, elimination of backward production capacity of the stage. Although the most difficult time has passed, but the present bulk paper demand is still weak, the product price power shortage, the boom of difficult to quickly in a short period of time to ascend, are slowly resuming. Temporary maintain paper industry "neutral" rating, industry integration background leading the company's advantage will be further clear.
2) despite the real estate policy influence, industry overall growth slowed sharply. Eighteen and forward the "beautiful China" would lead to the forestry policy support guide; Beijing furniture to old change new activities are carried out, the ministry of commerce said before the foundation of success in the pilot will spread in the whole nation. Policy drive will promote forest furniture industry overall development, paying attention to the policy guidance, industry rating "around". In view of the performance of the company such as forests appeared need certain time, at present the main choice with independent brands and channels of the advantages of domestic enterprises, such as xi rimmon, Sophia, appropriate China wood.
Investment point 3) Christmas orders pull toy export resume growth, add baby echo tide for the domestic infant child supplies industry increased consumption power, management can period. We maintain cultural products industry rating "around", recommend toy industry leading company models, and displays its stable growth and new business develop yao remember poker.
4) packaging industry downstream widely, the steady development of the situation, industry rating to maintain "around", additional services attributes and deterministic growth packaging enterprise is preferred varieties. At present our country packaging enterprise scale slant generally small, the market is too scattered, and with the scale enlargement of the downstream customer, need to match the size of the packaging service providers, industry integration or concentration increase is an inevitable trend. Leading company will be higher than the growth of industry rapid growth, recommend typically beautiful star, Shanghai green new, new shares, close and packaging.
1. The paper: "" neutral" rating, boom bust, slow recovery rating, the main point:
Paper industry in recent years due to the concentrated production release, is in the digestive new capacity, elimination of backward production capacity of the stage. Although the most difficult time has passed, but the present bulk paper demand is still weak, the product price power shortage, the boom of difficult to quickly in a short period of time to ascend, are slowly resuming. Temporary maintain paper industry "neutral" rating, industry integration background leading the company's advantage will be further clear.
Life paper industry by the boom of economy effect is small, and negotiation ability, a-share market in only the clean soft A related company.
The main paper supply and demand situation and judgment - points of paper in 2012 in October 1 - the main paper kind of production change points the boom of categories: health paper > packing paper > culture paper segmentation paper kind of view, health paper base paper and paper products in demand pull down showed a good growth, coating class printing paper link get better, and cardboard paper have a significant slowdown with link. The monthly data link is the market reaction to different product price trend judgment.
The market has from the beginning of the pessimistic market mood recover gradually, by increasing sales season, supply surplus state to ease, production and marketing to the agreement. In 2012 the third quarter paper and paperboard industrial output increased by 1.7% year-on-year, link to reduce 1.0%; The third quarter year-on-year to realize industrial sales increased by 4.6%, the link ascension 2.0%; Product sales rate 100.2%, production and marketing basic balance. The fourth quarter is the traditional industry sales season, can look forward to the sales link to ascend, but the lower market makes the boom of the downstream order carefully, to improve the range is limited, the overall market boom of ascension is still need to experience a long time. |
Chinese
Deutsch
Espanol
Francais
Italiano
Portugues
Japanese
Korean
Arabic
Russian
