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2022-10-23
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Leading enterprises in packaging and printing welcome the good news, and the cigarette label printing industry is expected to recover during the year

release date: Source: GF Securities editor: Yu Jia number of Views: 2528 copyright and disclaimer

core tip: according to the first quarter report of 2017, the business expansion and integration ability of leading enterprises in the packaging and printing industry is relatively prominent. The progress of tobacco destocking is good, and the cigarette label printing industry is expected to recover this year. In the future, we are optimistic about the advantages of vertical mergers and acquisitions of the leading industrial chain of cigarette label packaging. At present, metal packaging two-piece cans are in the stage of oversupply. In the future, the beer canning rate will be improved, the industry will be integrated, and the production capacity will be cleared

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[China Packaging News] According to the first quarter report of 2017, the leading enterprises in the packaging and printing industry have outstanding business expansion and integration capabilities. The progress of tobacco destocking is good, and the cigarette label printing industry is expected to recover this year. In the future, we are optimistic about the advantages of vertical mergers and acquisitions of the leading industrial chain of cigarette label packaging. At present, metal packaging two-piece cans are in the stage of oversupply. In the future, the beer canning rate will be improved, the industry will be integrated, and the production capacity will be cleared

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we are optimistic about the expansion and expansion of leading businesses to achieve low-cost, high-performance carbon fiber production industry integration capacity. Due to the stabilization of raw material prices and the significant improvement of technology research and development, design capacity, and the improvement of downstream supply and demand relations, it will take some time. In the second quarter, we gave a cautious overweight rating to the packaging and printing sector, and the fundamentals are expected to recover and bring performance improvement within the year. In the packaging and printing industry, we are optimistic about the business expansion and integration capabilities of leading enterprises. The progress of tobacco destocking is good, and the cigarette label printing industry is expected to recover within the year. In the future, the gold free spraying team has adopted the effect powder with special structure and the unique powder surface treatment process, and is optimistic about the advantages of the vertical merger and integration of the leading industrial chain of cigarette label packaging. The paper packaging industry as a whole has a high growth rate and a wide range of applications. Leading enterprises have obvious advantages in product quality, design ability, response speed and other aspects, and have strong customer expansion and M & A integration capabilities

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the supply side reform continued to make efforts, and the performance improved significantly. Driven by the supply side reform, the rising cost of raw materials and low inventory of products, the prices of major types of paper in the paper industry continued to rise. From the driving factors of the rise in paper prices, the supply side reform continued to make efforts, the environmental protection policy is expected to maintain the current intensity, and the cost factor has driven the month on month changes weakened after the peak of PPI, and all kinds of paper inventories returned to a relatively balanced level. In the second quarter It is the traditional off-season of the industry. It is expected that the paper price will be flat or slow down in the second quarter. The current decline in the stock price of leading paper enterprises reflects the pessimistic expectation of the market for the off-season of papermaking in the second quarter, focusing on tracking the net profit per ton of paper. If the off-season profit is still considerable, and there is no large-scale new capacity supply in the paper industry in 2017, the peak season market in the end of the third quarter and the fourth quarter of 2017 can still be expected. It is suggested that the standard papermaking sector should be configured in the second quarter

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the performance is excellent, and the finished furniture is better than customized furniture. The furniture sector has a strong post cyclical property of real estate. In 2016, it benefited from the high popularity of the real estate market, and its performance is good. Because the diffusion of real estate regulation policies mainly occurred in" 930 " After the new deal, the impact of real estate sales data on furniture sales often lags behind half a year to a year. Therefore, the impact of this round of real estate regulation on furniture enterprises will appear as early as the third quarter. In the second quarter, it is expected that the industry is expected to continue to grow against the background of a relatively low base in the same period last year. In terms of sector fundamentals, the second quarter continued to improve, while the third quarter is still far away. At present, the allocation of consumer goods positions by active partial equity funds is lower than the bear market peak in 2012, and the horizontal comparison of the industry shows that the growth rate of furniture enterprises is significantly higher than that of other consumer segments. It is recommended to continue to over allocate the furniture sector in the second quarter

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metal packaging two-piece cans are currently in the stage of oversupply. In the future, we are optimistic about the improvement of beer canning rate and industry integration and production." such combined anti-counterfeiting technologies can help customers protect and develop their businesses

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