Following the price increase announced by corrugated paper and carton board manufacturers, the prices of many kinds of paper such as gray background white, cow card, special paper and household paper also increased. Henan Jianghe Paper Co., Ltd. has raised the price of grasin base paper and grasin machine overpressure paper by 500 yuan / ton since the delivery on February 16, 2022. More than a dozen enterprises such as Henan Yaozhong Paper Co., Ltd., Zaozhuang Hengyu Paper Co., Ltd. and Dongguan Jintian Paper Co., Ltd. have also raised the price of their paper products by 100-200 yuan / ton respectively.
According to the Research Report of securities companies, q2-q3 is expected to rebound with the gradual liquidation of small and medium-sized production capacity in 2022. Optimistic about the narrowing of cost differences at home and abroad caused by the diversification of cross-border flow of waste paper fiber, and the continuous improvement of profits; We will continue to pay attention to the opportunities of special paper subdivision leaders with special performance and many varieties.
According to the theme database of financial Associated Press, among the relevant listed companies:
Quzhou Wuzhou Special Paper Co.Ltd(605007) focuses on the field of special paper. It is the leader of food white card. The production capacity continues to be put into operation. It is expected that the available production capacity of the company will reach 1.55 million tons by 2024, nearly double that of 2021. On January 27, it was announced that it plans to invest 17.3 billion yuan to build the “pulp and paper integration project with an annual output of 4.49 million tons”.
Hangzhou Huawang New Material Technology Co.Ltd(605377) is the leading position of medium and high-end decorative base paper, with high added value. The performance in 2021 is better than expected. The production capacity of 60000-80000 tons of the second production line of 2022q1 raised investment project will be put into operation to build the growth force in 2022.
