公司业绩稳步发展 行业回暖在望——2007年下半年造纸行业上市公司投资策略

The company’s performance is developing steadily and the industry is turning warm——The investment strategies for the listed paper companies in the second half of 2007

从造纸业上市公司2006年年报和2007年一季度季报的数据来看,虽然面临着原材料价格大幅上涨、部分产品价格下滑等不利因素,但行业依然保持较快的增长。随着原材料整体价格趋于稳定,产品价格回升,造纸业将逐步走入回暖期。

The data of the 2006 annual report of the listed paper companies and the quarterly report of the first quarter in 2007 show that the paper industry saw a quick increase notwithstanding deterring factors such as the large amplitude increase in raw material price and decrease of the prices of some the products. With the stabilizing of the holistic raw material price and the recoverage of product price the paper industry will go in to a period of turning warm.