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Everbright Securities: European demand kicks off wood pulp to start a new upward cycle
As of March 2024, European port wood pulp stocks have been below the historical average of 1.295,000 tons for 6 consecutive months, and Europe has room to replenish stocks.
Xianhe Co., Ltd. (603733.SH): The actual controller, Wang Minwen, plans to increase the company's shares by 30 million yuan to 50 million yuan
On May 8, Ge Longhui Co., Ltd. (603733.SH) announced that based on his confidence in the company's future development and recognition of the company's long-term investment value, Mr. Wang Minwen, plans to use his own capital to increase the company's A-share shares through methods permitted by the Shanghai Stock Exchange within 6 months from May 9, 2024. The cumulative amount of shares to be increased is not less than RMB 30 million and no more than RMB 50 million.
Wang Minwen, one of the actual controllers of Xianhe Co., Ltd. (603733.SH), plans to spend 30 million yuan to 50 million yuan to increase his shareholding
Xianhe Co., Ltd. (603733.SH) announced that Wang Minwen, one of the actual controllers of the company, plans to use its own funds, since...
XianheLtd's (SHSE:603733) Earnings Are Weaker Than They Seem
Xianhe Co.,Ltd. (SHSE:603733) announced strong profits, but the stock was stagnant. Our analysis suggests that this might be because shareholders have noticed some concerning underlying factors. S
XianheLtd's (SHSE:603733) Earnings Have Declined Over Three Years, Contributing to Shareholders 32% Loss
While it may not be enough for some shareholders, we think it is good to see the Xianhe Co.,Ltd. (SHSE:603733) share price up 24% in a single quarter. But that doesn't help the fact that the three
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
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