List of leading stocks in the paper industry

1. Minfeng Special Paper: In the third quarter of 2021, the company’s net profit was 23.61 million, with a year-on-year growth rate of 19.28. A leader in special paper, a long-established papermaking enterprise with a history of nearly a century; cigarette paper, tracing paper, capacitor paper, and glassine paper are all pioneered by Minfeng in China; it now has 9 papermaking (coating) production lines of various types, and its products mainly include tobacco Series paper, Glassine series paper, coated paper, thermal transfer base paper, transparent paper and other hundreds of specifications of paper; in 2019, the sales volume of cigarette paper was 30,900 tons, the sales volume of industrial supporting paper was 109,800 tons, and the sales volume of tracing paper The sales volume was 3,100 tons, the sales volume of capacitor paper was 257 tons, the paper industry revenue was 1.346 billion yuan, and the revenue ratio was 96.20.

2. Shanying International: The company achieved a net profit of 303 million in the third quarter of 2021, with a year-on-year growth rate of -37.24. The only paper group enterprise in China that integrates recycled fiber acquisition, packaging base paper production, cardboard, carton manufacturing, and logistics; the company's industrial packaging paper production and sales rank third in China, accounting for 9 market shares in China, and is the largest in China It ranks first in the East China market with a 25% share. Specialty paper has a leading market share in the world. The sales volume of the packaging segment ranks second in China. Its wholly-owned subsidiary Nordic Paper is the absolute leader in the European food-grade greaseproof paper market; its main products For "Shanying Brand" various packaging base paper, newsprint, cardboard, cartons and other paper products, the annual production capacity of the papermaking business will reach 6 million tons by the end of 20; in 2019, the sales volume of base paper was 4.7359 million tons, and the sales volume of paper products was 1.259 billion square meters. Revenue was 16.702 billion yuan, accounting for 71.87% of revenue.

3. Qifeng New Materials: The quarterly report for the third quarter of 2021 shows that Qifeng New Materials achieved a net profit of 6.111 million yuan, with a year-on-year growth rate of -89.53. Different from the serious consumption of water resources in the traditional papermaking industry, the high-end decorative base paper produced by the company is not made from self-made pulp at the expense of the environment. Instead, it uses bleached wood pulp as raw material, solving the problem of papermaking pollution from the source.

4. Jingxing Paper: In the third quarter of 2021, the company’s net profit was 96.25 million, with a year-on-year growth rate of 4.45. The leader in the containerboard paper industry, one of the most important professional manufacturers of kraft containerboard paper and white-surface kraftboard paper in East China; its main products include kraft containerboard paper, corrugated base paper, white-surface kraftboard paper, carton board, and various household products Paper, etc.; in 2019, the sales volume of base paper was 1.3419 million tons, the sales volume of cartons and cardboard was 130 million square meters, the sales volume of finished household paper products was 830,600 boxes, the paper industry revenue was 5.251 billion yuan, accounting for 100% of the revenue; in February 2019, it was planned to be 2.05 billion Yuan invested in a project to build an 800,000-ton waste paper pulp board and 600,000-ton packaging base paper production base in Malaysia.

5. Chenming Paper: The company achieved a net profit of 161 million in the third quarter of 2021, with a year-on-year growth rate of -71.22. The leader in the domestic paper industry, one of the top 10 paper companies in the world, and a mid-cap stock.

1. The upstream of the papermaking industry is the two main raw materials of wood pulp and waste paper as well as papermaking machinery. Wood pulp has long been dependent on imports. The United States and Brazil are the world’s major wood pulp exporters; my country’s waste paper raw materials It also mainly relies on imports. U.S. waste is the most important type of waste paper. In recent years, domestic waste paper recycling rates have continued to increase, while international waste paper imports have peaked and declined.

2. Papermaking machinery also comes from foreign manufacturers, mainly Valmet, Voith, etc. Paper products are divided into four categories according to their uses: cultural paper, packaging paper, household paper and special paper. The downstream of cultural paper is connected to the cultural and educational printing industry, while packaging paper is driven by domestic retail, export and express delivery, while household paper is directly faced with consumers.