Combing these powerful stocks in the paper packaging sector, it is found that they are mainly concentrated in the downstream packaging field, not benefiting from the big logic of this round of pulp price increase, but more because of bargain-hunting? Wine? Yes
Let's look at Yibin Paper. The market defines the core logic of this round of rise as? Price increase? However, after interviewing people in the paper industry, the reporter learned that the direct benefits brought by the price increase to the company are not enough to support the market's enthusiasm for it, and the company also keeps issuing risk warnings. Carefully check the structure of the company's shareholder list, which has eight days and eight boards, which are strange or hidden in it.
Yibin Paper's largest shareholder is the famous Wuliangye Group. At present, Wuliangye Group holds 44.87% of Yibin Paper. Yibin Paper and Wuliangye are both leading enterprises in Yibin City.
From the performance point of view, the profitability of Yibin Paper has actually fallen sharply. The company expects a net profit loss of 98 million yuan in 2020, after deducting the non-net profit loss of 6.5438+69 million yuan. In 2020, the price of many products of the company was reduced, and the average selling price of the main products, food packaging base paper and household base paper, decreased by about 5% and 1 1% respectively compared with 20 19. However, after 202 1, the company began to increase the prices of these two products by 13.2 1% and 3.84%.
Some people in paper enterprises said:? The increase of wood pulp price will eventually affect the price increase of downstream end products, but the raw material cost of enterprises will also increase accordingly. Even the domestic paper-making enterprises with leading wood pulp production capacity and first-Mover advantage mainly use paper pulp for their own use. ?
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