The hottest packaging industry has entered a matur

2022-08-09
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Packaging industry: entering the mature stage, layout, consumption upgrading, integration and M & A

release date, ball screw drive, middle crossbeam stage: Source: Internet editor: lychee browsing times: 904 copyright and disclaimer

core tip: the industry has a large callback range. Since this year, the packaging and printing industry has fallen by 18.73%, which is less than the overall trend of the light industry. The main reason is that the packaging and printing sector rose more in 2015, and fell significantly in the systematic decline at the beginning of this year. Except for new shares and stocks suspended at the beginning of the year, the shares of most of the listed companies in packaging and printing have fallen by varying degrees, which may bring investment opportunities to high-quality leading enterprises

[China Packaging News] the industry callback range is large. Since this year, the packaging and printing industry has fallen by 18.73%, which is less than the overall trend of the light industry. The main reason is that the packaging and printing sector rose more in 2015, and fell significantly in the systematic decline at the beginning of this year. Except for new shares and stocks suspended at the beginning of the year, the shares of most of the listed companies in packaging and printing have fallen by varying degrees, which may bring investment opportunities to high-quality leading enterprises

stock trend of related companies

Donggang shares 29.73 + 0.913.16%

ORG 22.82 + 0.452.01%

Hexing packaging 18.73 + 0.130.70%

ICBC 4 47%

the overall valuation level is high. At present, the overall P/E ratio of the packaging and printing sector is 48x, higher than the median of 30.89x in recent 10 years, and higher than the valuation level of all a shares. On the whole, the valuation of the packaging and printing industry and its listed companies is generally high, but the PE of some high-quality leading enterprises is still lower than the industry level, with a certain margin of safety

the overall prosperity is not high, which quickly exposes the shortcomings and weak links of products, and the weak downstream demand is the main reason. In recent years, the income and profit growth of each sub industry in the packaging sector have declined to varying degrees, and the overall prosperity of the industry is not high. The packaging industry is a typical midstream industry. The fluctuation of the price of upstream raw materials and the change of the demand of downstream customers according to the demand of the applied film will have an important impact on the packaging industry. Under the background of the continuous decline of the price of raw materials, the weak downstream demand is the main reason for the decline in the growth rate of revenue and profit of the packaging industry

consumption upgrading and integrated mergers and acquisitions bring investment opportunities. Demand change is the main force driving the exhibition of cecs24:90, the technical specification for the utilization of fire retardant coatings for steel structures in the packaging industry. Consumption upgrading is the main direction of demand change, which is specifically reflected in the consumption upgrading of downstream customers and emerging small and medium-sized customers. At the same time, the expansion of market share by leading enterprises through mergers and acquisitions during the downturn will also have an important impact on the development of the industry. Future investment opportunities lie in integrated packaging services, "Internet + packaging" and integrated mergers and acquisitions

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