GTJA: The demand and cost resonance in the Papermaking Industry suggests promising profit elasticity.

Leading domestic companies have accelerated the integration of forestry, pulping, and paper-making since 2024, which is expected to further strengthen comprehensive cost competitiveness and smooth out fluctuations in raw material price cycles.

Zhitong FinanceFeb 13 14:31

Huafu Securities: The resonant pattern of pulp and paper in February is worth looking forward to. Preferentially select leading papermaking companies with a well-rounded integrated layout.

The external Quote for broadleaf pulp has risen, supporting the continuous firmness of paper prices. Improved demand for raw paper further enhances the Bullish trend for pulp prices, and a 'small spring' market in the Papermaking Sector is expected to form a resonance pattern between pulp and paper in the short term.

Zhitong FinanceFeb 6 17:00

Shandong Bohui Paper Industrial (600966): Enhancing profitability with high value-added products and leading cost advantages.

The leading domestic white card paper company is steadily improving its performance. The main products are white cardboard, cultural paper, box board paper, and gypsum-faced paper, with multiple well-known white card brands. As of November 2024, the company's white card paper production capacity accounts for 33.1%, maintaining its position in the industry.

China MerchantsDec 29, 2024 00:00

Shandong Bohui Paper Industrial (600966): Increasing share in premium categories, the white card leader sets sail again.

Investment highlights: Shandong Bohui Paper Industrial: A leading domestic white cardboard company, embarking on a new journey powered by Golden Light. Founded in 1994, the company focuses on the research, production, and sales of integrated pulping and paper-making, with main products including white cardboard, cultural paper, boxboard, and gypsum-facing paper.

Huafu SecuritiesDec 18, 2024 07:37

Shandong Bohui Paper Industrial (600966.SH) and its subsidiaries plan to engage in Futures hedging Business.

On December 11, Gelonghui reported that Shandong Bohui Paper Industrial (600966.SH) announced that the company and its subsidiaries engage in Futures hedging business, with a maximum margin requirement not exceeding 0.15 billion yuan (excluding margin requirements for standard warehouse receipt deliveries). Within the above limit and the validity period of the resolution, funds may be rolled over for use, with the source of funds being the company's own capital.

Gelonghui FinanceDec 11, 2024 17:53

gf sec: Papermaking leaders reducing production, the industry is expected to迎来短期拐点.

Chengming (000488.SZ)'s expected monthly production reduction is likely to have some impact on domestic paper prices. In the short term, supply contraction and demand have not seen significant changes, which is expected to halt the current downward trend in paper prices and is bullish for the industry's recovery.

Zhitong FinanceNov 22, 2024 17:07