Fangzheng Securities: Focus on investment opportunities in the paper and packaging sectors
According to a research report by Founder Securities, 1) Paper industry: The cost of pulp for paper companies has decreased month-on-month, coupled with production stoppages by leading companies leading to a short-term contraction in industry supply, terminal paper prices are expected to stabilize and recover. It is recommended to pay attention to: SUN PAPER, WUZHOU SPECIAL PAPER, Xianhe; 2) Packaging industry: Expected to benefit overall from the recovery of downstream consumer demand. With policy support, consumer demand in various downstream sectors is expected to continue a stable upward trend, it is recommended to pay attention to: YUTO TECH., Shengxing Co., Ltd
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