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Analysis: Light industry manufacturing sub-industry is not divided into different furniture stocks
"Double Festival" to stimulate the demand for tissue paper to raise prices still need pulp price and demand. This week's life paper market trading atmosphere is acceptable, shipments have improved compared with the previous period. Some manufacturers in Hebei and Guangxi raised the price of wood pulp finished paper, which rose by 100~200 yuan/ton, and other paper mills wait and see. As the holiday season approaches, the market demand has increased slightly, but due to the abundant supply, the paper price is still weak. We believe that in the traditional peak season in September, the success rate of paper mills' price increases depends on the upstream price increase and the downstream demand. Continue to give the “buy†rating to the household paper industry, H-shares recommend Hengan International, Vinda International, and A-shares recommend Zhongshun Jierou. In the first two weeks of September, the property market is not prosperous, and the furniture market is booming. According to media reports, due to factors such as cautious local government approval, bank cancellation of interest rate discounts, and macro expectations, the first two weeks of September, Beijing and Shanghai The turnover of the property market in Guangzhou, Qingdao and other cities all showed a downward trend. Affected by this, the downturn in the furniture market continues. The custom furniture industry is mainly faced with the wedding decoration, personalized customization meets the consumer taste of young people, and the performance will be better than the overall furniture industry. Give Sofia a “buy†rating to the custom wardrobe industry. The price of dissolving pulp products stabilized, and the downstream textile demand needs to be restored. The price of dissolving pulp related products was basically stable last week. The production lines of various wood dissolving pulps started one after another. The market reflected that the recent shipment speed was flat, the market sales were general, and the downstream textile demand was sluggish. The situation has not been significantly reversed. In the past two months, the prices of dissolving pulp-related products have rebounded in stages, which we believe is a sign of concern. Downstream demand differentiation in the packaging industry, continuous attention to domestic consumption growth August data shows that the downstream industry sales growth of the packaging industry has slowed down, among which food and beverage and daily cosmetics domestic consumer goods growth is the most stable. Considering the stability of the company's operation and management, we recommend Yongxin, Hexing Packaging and Tongxing Lixing. The risk indicates that the economic growth rate has exceeded expectations and the wood pulp and packaging materials have exceeded expectations.