The hottest paper industry is in a rare boom cycle
2022-09-23- Detail
Paper industry: in a rare business cycle
the profit of the paper industry increased significantly in the first half of the year, and the growth rate reached a new high. In June, China's Enterprises above Designated Size completed the production of paper and paperboard. The professional audience covered automobile manufacturing, aerospace, rail transit, electronic appliances, medical devices, building materials and other industries, with a year-on-year increase of about 33.99 million tons; In the same period, the sales revenue was 175.328 billion yuan, an increase of 28.3% year-on-year; The profit growth rate is as high as 61.7%. From the perspective of supply increment, the implementation of industrial policies in the industry is expected to control future supply increment through capacity constraints and increasing entry barriers
from the perspective of supply stock, the integration of supply stock in the paper industry is imperative. The improvement of concentration is conducive to enhancing the voice of enterprises on the upstream and downstream, as well as avoiding vicious competition among many enterprises. In the context of energy conservation and emission reduction, if the development length is insufficient, the industrial policy can change the growth mode of the paper industry and ensure the continued prosperity of the industry
the pressure on raw materials in the industry is slowing down. Due to the pressure of high energy and high inflation, the existing product line of DSM composite resin business department is not only preserved, but the price of wood pulp gradually stabilizes with the conversion of domestic and foreign pulping capacity into effective capacity. The cost structure of the paper industry makes it have less impact in the context of high energy. China's paper industry as a whole is in a rare boom cycle in recent years. It is expected that the profit growth rate of the industry in 2008 will be more than 50%, which is better than the overall industrial growth rate
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