The hottest paper industry will face a more severe

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The paper industry will face a more severe test in the first quarter of 2012

Guotai Jun'an Wang Feng released the "2012 paper light industry investment strategy" on November 17, and believed that the fourth quarter of 2011 and the first quarter of 2012 were the bottom of the industry boom. In terms of segmented industries, when the furniture flooring and Wenruo fracture are not in the section, the educational supplies, packaging and printing industries or their companies have higher growth, especially the leading enterprises among them. In recent years, through the construction and accumulation of brands and channels, as well as the continuous production of IPO projects, the expected company has higher growth and is given a rating of increased holdings; In view of its general growth, the paper industry has given neutral evaluation. Phenolic foam has become a "new candidate for thermal insulation materials"; At the same time, it gave the entire paper and light industry an overweight rating

the paper industry

due to the impact of insufficient demand caused by macro tightening, its own large production capacity is also an important reason for the 11 year downturn. Printing paper is also impacted by electronic media, and the situation is more difficult. The fourth quarter of 2011 and the first quarter of 2012 will face a more severe test, and the industry wide losses will not be ruled out. In terms of investment strategy and even in the early design stage of the shipyard, it is expected that the best income can be obtained by intervening when the market is close to the medium term. Sun Paper (002078) and Chenming Paper (000488) are mainly recommended

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