1) Due to the concentrated release of production capacity in recent years, the paper industry is in the stage of digesting new capacity and eliminating backward production capacity. Due to the impact of the economic environment, the demand for paper products is relatively weak. Although the industry has weathered the difficult market, the overall prosperity is difficult to increase rapidly in the short term. We maintain the “neutral†rating of the paper industry. The advantages of leading companies will be further evident in the context of industry consolidation, such as Sun Paper and Chenming Paper.
2) The furniture industry is currently exploring and carrying out trade-in work in Beijing. The Ministry of Commerce has also expressed its active support for local pilots. It will be promoted nationwide on the basis of successful pilot projects, indicating that policies are driving the promotion of furniture consumption and driving industry development. The industry rating is “overweightâ€. . In the context of promoting consumption, companies with independent brands and channel advantages are recommended. Sophia, Meike shares, Yihua Wood, etc., which are committed to brand building and channel expansion in the early stage, can be concerned for a long time.
3) At present, the toy industry is in a period of rapid development. The baby boom in the Year of the Dragon has added new momentum to the consumption of the baby products industry, maintaining the industry rating of “overweightâ€. Recommend the leading star model. In addition, while maintaining the steady growth of the traditional poker business, Yao Ji Poker has achieved a significant increase in the cost of benefit reduction, and the business model of the cooperation model has provided sufficient momentum for the company's sustainable development.
4) The packaging industry is extensive downstream, and will benefit from the growth of the downstream industry. The industry rating is “overweightâ€, and the packaging service with additional service attributes and certain growth is the variety. The higher customer concentration of downstream customers is also driving the overall concentration of the industry to continue to increase, leading companies to grow rapidly, recommending the production of Lixing, Yongxin shares, Hexing packaging.
Risk warning: (1) risk of raw material price fluctuations; (2) export environment does not meet expected risks.
2) The furniture industry is currently exploring and carrying out trade-in work in Beijing. The Ministry of Commerce has also expressed its active support for local pilots. It will be promoted nationwide on the basis of successful pilot projects, indicating that policies are driving the promotion of furniture consumption and driving industry development. The industry rating is “overweightâ€. . In the context of promoting consumption, companies with independent brands and channel advantages are recommended. Sophia, Meike shares, Yihua Wood, etc., which are committed to brand building and channel expansion in the early stage, can be concerned for a long time.
3) At present, the toy industry is in a period of rapid development. The baby boom in the Year of the Dragon has added new momentum to the consumption of the baby products industry, maintaining the industry rating of “overweightâ€. Recommend the leading star model. In addition, while maintaining the steady growth of the traditional poker business, Yao Ji Poker has achieved a significant increase in the cost of benefit reduction, and the business model of the cooperation model has provided sufficient momentum for the company's sustainable development.
4) The packaging industry is extensive downstream, and will benefit from the growth of the downstream industry. The industry rating is “overweightâ€, and the packaging service with additional service attributes and certain growth is the variety. The higher customer concentration of downstream customers is also driving the overall concentration of the industry to continue to increase, leading companies to grow rapidly, recommending the production of Lixing, Yongxin shares, Hexing packaging.
Risk warning: (1) risk of raw material price fluctuations; (2) export environment does not meet expected risks.
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