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2011 domestic and international Paper and Pulp Market Outlook

 - Pulp and Paper Co., Ltd. Shandong Baptiste Bebo

 I.           The surface of China's domestic economic prosperity and economic phenomenon of inflation will continue to:

 Second,             China will continue tightening monetary policy:

1、  Management of an attempt to curb inflation;

2、This will give the industrial capital has created a financial burden and stress;

3、  On the pulp and paper industry is a negative factor;

 Third,            Commodity markets, especially commodity markets, non-ferrous metals, cotton commodity, represented the future will continue to perform crazy dance:

1、 International economic recovery, the excess of global capital flows:

2、 Profit-driven nature of speculative capital will never change;

 IV              China's pulp and paper out of the determination of backward production capacity of greater and more resolute, more than 5% should be expected:

1、  Conducive to large-scale enterprise groups paper, paper for the small and medium enterprises added to the misfortunes;

2、  Environmental policy, resource tax, monetary policy, industrial policy or to become a four killer.

 V.    2011 Prospects for China's paper market in general:

； 1 fine paper market is likely to remain in the doldrums;

 2, the wrapping paper still to be optimistic about the market;

 3, paper in particular "with Chinese characteristics" variety:

； Small species, high pollution, high manual content, Pianmen popular varieties will continue;

3、  Should focus on the following species:

1） Cigarettes, cigarette paper and other paper materials;

2） And chemical, petroleum, automobile, particularly in the automotive industry-related species;

3）  ; Light Weight Coated (LWC);

  June, 2011, the overall prospect of China's pulp market:

1、  Global monetary liquidity, inflation in China's domestic economy will stimulate the pulp market phenomenon;

 2, commodity bull market will boost the pulp;

3、  China's domestic monetary policy tightening can inhibit the upward trend of market pulp;

4、 The trade rumors, the management of raw materials for production-based commodity prices begin to focus on the;

5、 Management will be expected to focus on housing policy, price stability on the necessities of life;

6、 Present analysis:

1） Coniferous pulp, hardwood pulp spread unreasonable;

2） Hardwood pulp should be after mid-March will be gradually reduced and coniferous pulp rationally spread;

3） Shift at the center of the pulp prices in general, compared to 2010 will rise an average of 10% or more;

 VII ： 2011 Prospects for the international pulp market in general:

1, the new capacity expansion would affect the current price trend worth watching;

 2, Europe hopes to NBSK pushed to 970 $ / T or more, they think that is the happy thing;

 3, hardwood pulp, the paste should be worth 2011 to focus;

   VIII    ： Related Industries:

； 1, whether international or domestic, has always been the pulp and paper industry as "weak" industries, because of its technical content and added value is not really aspire to, so the change will have on its related industries in a certain stage, a species caused by a blow;

 2, we are always optimistic and medicine, life sciences, chemical, automotive, military and other industries related to wood fibers, non-wood fiber demand and its prospects.

                                  Pulp and Paper Co., Ltd. Shandong Baptiste Bebo

                                            2011-2-9 2011-2-9