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paper price increases weakness

Text: [Big] [middle][small] Release date: 2014-6-30  Views: 973

  Investment Highlights 
This week paper printing plate movements behind the broader market. Sector rises to 0.51 percent this week, behind Shanghai and Shenzhen 300 index (up 3.90% this week) 3.39 percentage points. Currently the paper industry will continue to face short-term pressure on consumer off-season as well as the release of new capacity in the second quarter will be entered into the industry's traditional shopping season, but whether the price of paper with the recovery needs to be observed and appear to throw up. Light, we recommend O2O related stocks, Internet sale of color concepts and big home plate. 
This week the international pulp prices rose weak. Demand moderate does not mean bleaching pulp supply and demand side weakness needle. Unexpected problems led to the supply side of the tight supply situation, such as in North America in early snowstorm, strike and logistics and technical issues have affected the actual supply capacity. March to early April incremental order paper does not seem to meet expectations in the season should increase. 
This week the international paper prices leveled off. After the festival the United States spent external disk market prices basically unchanged from last week. Recent large-scale paper mills in the United States and foreign direct procurement had tried to drive down the price of scrap, suppliers shipping is not positive, the price is difficult to implement. Japanese scrap, paper mills - offer greater efforts before the Ching Ming Festival, Festival Day scrap suppliers to enter the market cautious, offer not active. Europe waste, the waste in Europe this week, the outer disk OCC trading flat. According to the European Waste futures supplier said that the current OCC good local demand in Europe, the price better than the price of Chinese exports to the market, so foreign suppliers has little interest in the Chinese market, some European OCC exports to Southeast Asian markets. 
Paper thin trading. Offset paper side, after entering in April, most mills did not continue the chase, while the offset paper production enterprises, the primary task this time is "full amount." White cardboard market this week, the market is still much white cardboard around trying to maintain stable condition. Mills, both high dealer inventory, so paper mills and paper dealers trying to maintain stable prices. Coated paper, the following March basic domestic coated paper manufacturers to raise prices fall, April yet heard of the mill to strengthen efforts to implement the price policy of the news. Corrugated box board, this week, around the containerboard market is poor. Mills slow shipping, inventory into a slow upward trend. Two quarter corrugated box board market the traditional low season, the price of paper and more will down. 
We maintain a paper plate of "overweight" rating on the shares recommended company for Qi Feng, Sun Paper; give light industry sector "overweight" rating, the key recommendation: Yihua Timber, Donggang shares QUNXING toys, Jialin Jie ; sale of color and network concept stock - Anne shares, hong Bo shares.

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