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Ppzhan content summary: The packaging industry recommends Yongxin, Shanghai Luxin and Zijiang enterprises from the perspective of growth determination and low valuation; Zhejiang Zhongcheng and Tongjin are recommended from the perspective of future growth space and high barriers to entry. Star, you can choose the machine configuration. The light industry is based on long-term value recommendation to establish a first-mover advantage in the channel brand, and has a wide-scale moat of domestic listed companies, including Ningji, Meike and FIYTA.
Packing articles: Defensive configuration varieties, deductive eternal consumption upgrade long-term growth space: consumption upgrades to open a new era of leading packaging companies, downstream growth prospects and concentration of space to determine the growth potential of the industry. The growth prospects of leading packaging companies look at the total growth, and secondly, the concentration is increasing. Driven by the consumption upgrade, the packaging industry will continue to maintain a growth rate of around 15% in the future; the market share of leading packaging companies that can achieve “open source to create higher added value†and “throttle and reduce costs†is expected to further expand. The industry's Matthew effect is becoming more and more obvious, and leading companies will gain revenue growth beyond the industry.
Long-term profitability: Passing power and industry barriers determine long-term profitability. From the price point of view, packaging companies passively accept the global pricing of upstream raw materials; packaging products that have a lower downstream proportion and create higher added value have a stronger transfer power. From the perspective of quantity, the downstream consumption grows steadily. When the industry itself has higher barriers to entry, the industry supply is effectively restrained and maintains a high level of profitability.
In the short-term, the price of bulk products is expected to fall, and the profit level will be expanded. During the market shock period, low beta is expected to obtain excess returns. Packaging companies are sticky to downstream pricing, and current liquidity expectations are tightening, causing raw material prices to fall, which is conducive to short-term expansion of earnings. The turbulent Chinese side clearly determines the true color, and the low beta is a good manifestation of defensiveness. Due to the stable operation of the packaging, listed companies also reflect the characteristics of determining growth when the economy declines; the probability of obtaining excess returns is higher in the market adjustment.
Light work articles: Sitting on the channel brand, sharing domestic demand growth and export sales pressure, domestic sales are thin. As judged by our 10 years annual meeting, in the first half of the year, domestic companies have clearly outperformed export-oriented companies in terms of performance and stock price performance. We believe that the differentiation of domestic and foreign sales companies will continue. Export-oriented listed companies are expected to be under pressure due to multiple unfavorable factors such as rising labor costs, high resource prices, updater.ap, RMB appreciation and export tax rebate rate expectations. While domestic listed companies have a strong domestic market and consumer brand awareness, with the continuous accumulation of brand channels, the advantages are gradually reflected, and performance is expected to accumulate.
The channel brand has established a first-mover advantage and selected domestic listed companies with a broad moat. We look for the best investment targets for A-share light industrial listed companies from the two dimensions of “industry growth and concentration improvement space†and “channel brand valueâ€. The former is determined by the sub-industry's future growth space and industry concentration space; the latter is a variable that characterizes the company's position and competitive advantage in the industry. We measure it by the company's channel and brand value.
Packing articles: Defensive configuration varieties, deductive eternal consumption upgrade long-term growth space: consumption upgrades to open a new era of leading packaging companies, downstream growth prospects and concentration of space to determine the growth potential of the industry. The growth prospects of leading packaging companies look at the total growth, and secondly, the concentration is increasing. Driven by the consumption upgrade, the packaging industry will continue to maintain a growth rate of around 15% in the future; the market share of leading packaging companies that can achieve “open source to create higher added value†and “throttle and reduce costs†is expected to further expand. The industry's Matthew effect is becoming more and more obvious, and leading companies will gain revenue growth beyond the industry.
Long-term profitability: Passing power and industry barriers determine long-term profitability. From the price point of view, packaging companies passively accept the global pricing of upstream raw materials; packaging products that have a lower downstream proportion and create higher added value have a stronger transfer power. From the perspective of quantity, the downstream consumption grows steadily. When the industry itself has higher barriers to entry, the industry supply is effectively restrained and maintains a high level of profitability.
In the short-term, the price of bulk products is expected to fall, and the profit level will be expanded. During the market shock period, low beta is expected to obtain excess returns. Packaging companies are sticky to downstream pricing, and current liquidity expectations are tightening, causing raw material prices to fall, which is conducive to short-term expansion of earnings. The turbulent Chinese side clearly determines the true color, and the low beta is a good manifestation of defensiveness. Due to the stable operation of the packaging, listed companies also reflect the characteristics of determining growth when the economy declines; the probability of obtaining excess returns is higher in the market adjustment.
Light work articles: Sitting on the channel brand, sharing domestic demand growth and export sales pressure, domestic sales are thin. As judged by our 10 years annual meeting, in the first half of the year, domestic companies have clearly outperformed export-oriented companies in terms of performance and stock price performance. We believe that the differentiation of domestic and foreign sales companies will continue. Export-oriented listed companies are expected to be under pressure due to multiple unfavorable factors such as rising labor costs, high resource prices, updater.ap, RMB appreciation and export tax rebate rate expectations. While domestic listed companies have a strong domestic market and consumer brand awareness, with the continuous accumulation of brand channels, the advantages are gradually reflected, and performance is expected to accumulate.
The channel brand has established a first-mover advantage and selected domestic listed companies with a broad moat. We look for the best investment targets for A-share light industrial listed companies from the two dimensions of “industry growth and concentration improvement space†and “channel brand valueâ€. The former is determined by the sub-industry's future growth space and industry concentration space; the latter is a variable that characterizes the company's position and competitive advantage in the industry. We measure it by the company's channel and brand value.
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