"Twelve Five-Year" plan, "two sessions", inflation, appreciation of the renminbi, the domestic political, financial factors, as the beginning of a lot of speculation in the capital markets topics.
And the current, forestry ("second Five-Year" plan, anti-inflation), paper plates (industrial upgrading, bamboo furniture the RMB appreciation) has always been tepid not act, especially to the good performance of the whole forestry unit, the stagflation and the same pan full line of agricultural planting plate higher contrast, there is an active expectations.
Good policy the two major industry gathering.
Recently, bamboo kitchen the State Forestry Administration issued "forestry development" second Five-Year "Plan (draft)", proposed focused "Ten ecological barrier,bamboo flooring the top ten leading industries, and key ecological and cultural base", and significantly improve the characteristics of industries and new the proportion of the industry. Jia Zhibang the beginning of the State Forestry Bureau said, China will actively foster forestry strategic new industries.
Analysts said following the end of 2009, "Forestry Industry Promotion Plan", the "second Five-Year" plan is expected to add another favorable policies for the industry.
Meanwhile, the Department of Forestry has also ushered in the lower reaches of the recent good paper industry: the U.S. Treasury Secretary Timothy Geithner said last week that China has reached an internal decision, agreed to let the yuan appreciate. The central bank governor Zhou Xiaochuan said last week, Chinese exporters can withstand the appreciation of the RMB rate even more than 3%. The appreciation of the currency, such as about 3%, the positive paper plate, industry gross margin is expected to increase 1.8% -2.1% expected. In addition, as the traditional high-polluting industries, "Twelve Five" during the paper industry's environmental protection and emission reduction is expected to accelerate the process of industrial upgrading.
Fujian Nanping Paper led capital operation.
Indeed, while A shares in the forestry, paper plates are to be relatively unpopular, but there is no lack of capital of listed companies active in the operation, and "environmental protection as the first resource is king" is more intense colors.
Fujian Nanping Paper, for example, last November to gradually transfer a number of fixed assets, to invest funds to the bamboo (people) products such as fiber pulp expansion of structural adjustment programs. Yesterday announced the establishment of a wholly-owned subsidiary of another Southern paper biomass fiber (a registered capital of 600 million yuan), the annual output of 96,000 tons of bamboo (wood) dissolving pulp project. Giant yesterday disk is a single frequency "sweep disk", the highest was 8.02% of the increase exploration, is still closed up 3.74%, to close at 5.82 yuan, approaching to a new high last year. I must mention that last year, cotton prices surge in the second half, already has the size of the bamboo fiber industry has been a wave of Jilin Chemical Fiber sharp rally, which is quite obviously the market "go for it."
Shanying, the company announced last week, has been given by the Commission adopted. Intended to 4.56 yuan / share set by fund-raising 1.2 billion annual investment of 45 million tons of low weight items noodles cardboard boxes, the company has a solid waste incineration technology and waste utilization technology, the main result of the cardboard to paper as the main raw material, the gross margin higher than peers. Expected net profit last year, up by 180%. The stock also rose 3.66% yesterday, to close at 5.67 yuan.
The forestry sector, the restructuring completed last year in the welfare industry is currently 16 million cubic meters capacity of forest reserves, resources reserves advantages highlighted. Placement in the end, lead to "Industrial Line" three funds, social security and capital predators one hundred and six Ruihua Jiangsu, Shanghai Zendai active participation. The stock trading near 13 degrees received only 2 negative, yesterday rose 1.55%, to close at 8.53 yuan.