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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.
Many Still Looking Away From Wuzhou Special Paper Group Co., Ltd. (SHSE:605007)
With a price-to-sales (or "P/S") ratio of 0.9x Wuzhou Special Paper Group Co., Ltd. (SHSE:605007) may be sending bullish signals at the moment, given that almost half of all the Forestry companies in
After four months of continuous growth, the paper sector has received “cyclical” new capital?
Is it the paper sector's turn to “wealth” brought about by the rotation of this industry?
Wuzhou Special Paper (605007.SH): Net profit of 130 million yuan for the first quarter
On April 24, Ge Longhui (605007.SH) released its first quarter report. Operating revenue was 1,726 million yuan, up 37.17% year on year, net profit of 130 million yuan, after deducting non-net profit of 130 million yuan, and basic earnings per share of 0.33 million yuan.
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
Wuzhou Special Paper (605007.SH): The current production capacity is about 1.4 million tons, and production capacity is expected to double by the second half of next year
Gelonghui, April 10 | Wuzhou Special Paper (605007.SH) said at an investor relations event that the company currently has a production capacity of about 1.4 million tons, and production capacity is expected to double by the second half of next year. Other specialty papers will be launched at the Jiangxi base and Hubei base respectively.
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