| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002235 | 安妮股份 | 9.79 | -2.88% | 33.44万 | 3.30 Z | | 301469 | 恒达新材 | 31.60 | -2.05% | 2.05万 | 6540.54万 | | 920394 | 民士达 | 58.58 | -1.89% | 3.14万 | 1.81亿 | | 600793 | 宜宾纸业 | 20.32 | -1.02% | 2.47万 | 5045.71万 | | 000488 | ST晨鸣 | 2.15 | -0.92% | 10.13万 | 2191.45万 | | 600103 | 青山纸业 | 3.80 | -0.78% | 59.76万 | 2.28亿 | | 002067 | 一点击 | 5.57 | -0.71% | 50.37万 | 2.81亿 | | 002012 | 凯恩股份 | 6.05 | -0.66% | 8.90万 | 5394.26万 | | 600356 | 恒丰纸 ...

证券日报网讯 1月26日，五洲特纸在互动平台回答投资者提问时表示，公司产品价格的调整与纸浆价格 的浮动有一定的联动性，同时也会根据市场供需情况、公司其他成本情况等因素综合考虑。 （文章来源：证券日报） ...

Market Overview - The paper sector experienced a decline of 0.37% on January 26, with Minshida leading the drop [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] Stock Performance - Notable gainers in the paper sector included: - Rongsheng Environmental: closed at 15.24, up 4.03% with a trading volume of 83,700 shares and a turnover of 126 million yuan [1] - Xianhe Co.: closed at 24.33, up 1.33% with a trading volume of 67,100 shares and a turnover of 162 million yuan [1] - Bohui Paper: closed at 7.26, up 1.26% with a trading volume of 258,900 shares and a turnover of 2.68 million yuan [1] - Decliners included: - Minshida: closed at 60.63, down 3.91% with a trading volume of 43,900 shares and a turnover of 267 million yuan [2] - Zhixing Paper: closed at 5.69, down 3.72% with a trading volume of 1,020,800 shares and a turnover of 586 million yuan [2] - Songyang Resources: closed at 20.63, down 3.55% with a trading volume of 95,700 shares and a turnover of 201 million yuan [2] Capital Flow - The paper sector saw a net outflow of 228 million yuan from main funds, while retail investors contributed a net inflow of 272 million yuan [2] - Key stocks with significant capital flow included: - Rongsheng Environmental: main funds net inflow of 16.49 million yuan, retail net outflow of 13.34 million yuan [3] - Shanying International: main funds net inflow of 15.57 million yuan, retail net outflow of 2.45 million yuan [3] - Wuzhou Special Paper: main funds net inflow of 12.66 million yuan, retail net outflow of 11.05 million yuan [3]

Group 1 - The paper sector experienced a slight increase of 0.09% on January 23, with Minshida leading the gains [1] - The Shanghai Composite Index closed at 4136.16, up by 0.33%, while the Shenzhen Component Index closed at 14439.66, up by 0.79% [1] - Key stocks in the paper sector showed varied performance, with Minshida rising by 11.09% to a closing price of 63.10 [1] Group 2 - The paper sector saw a net outflow of 227 million yuan from major funds, while retail investors contributed a net inflow of 280 million yuan [2] - Among individual stocks, Minshida had a significant net inflow of 61.21 million yuan from major funds, while other stocks like Annie Co. and Qifeng New Materials experienced mixed fund flows [3] - The overall trading volume and turnover in the paper sector reflected active participation, with notable transactions in stocks like Annie Co. and Qifeng New Materials [2][3]

Group 1 - The paper sector experienced a rise of 2.07% on January 22, with Minshida leading the gains [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] - Key stocks in the paper sector showed significant increases, with Minshida rising by 7.07% to a closing price of 56.80, and Yueyang Lin Paper increasing by 6.41% to 4.98 [1] Group 2 - The paper sector saw a net inflow of 108 million yuan from main funds, while retail investors experienced a net outflow of 66.98 million yuan [1] - Among individual stocks, Qing Shan Paper had a main fund net inflow of 67.75 million yuan, while it faced a retail net outflow of 47.15 million yuan [2] - Minshida recorded a main fund net inflow of 24.93 million yuan, with a minor retail net outflow of 0.47 million yuan [2]

| 证券代码：605007 | 证券简称：五洲特纸 | 公告编号：2026-003 | | --- | --- | --- | | 债券代码：111002 | 债券简称：特纸转债 | | 五洲特种纸业集团股份有限公司 关于为控股子公司提供担保的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 担保对象及基本情况 | | 被担保人名称 | 五洲特种纸业（湖北）有限公司（以 下简称"五洲特纸（湖北）"） | | | --- | --- | --- | --- | | | 本次担保金额 | 万元 30,000.00 | | | 担保对象 | 实际为其提供的担保余额 | 万元 149,918.67 | | | | 是否在前期预计额度内 | ☑是 □不适用：_________ | □否 | | | 本次担保是否有反担保 | 是 □不适用：_________ | ☑否 | 累计担保情况 | 对外担保逾期的累计金额（万元） | 0.00 | | --- | --- | | 截至本公告日上市公司及其控股 子公司对外担 ...

Group 1 - The core viewpoint of the article highlights the growth in the number of enterprises in the paper and paper products industry in China, with a total of 8,167 companies reported as of January-November 2025, marking an increase of 125 companies or 1.55% year-on-year [1] - The proportion of the paper and paper products industry enterprises in relation to the total number of industrial enterprises stands at 1.55% [1] - The data indicates a shift in the threshold for large-scale industrial enterprises, with the minimum annual main business income requirement raised from 5 million yuan to 20 million yuan since 2011 [1] Group 2 - The report referenced is titled "Analysis of Development Models and Market Operation Potential of the Chinese Paper Industry from 2026 to 2032" published by Zhiyan Consulting [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research reports, business plans, feasibility studies, and customized services [2] - The firm emphasizes its commitment to providing comprehensive industry solutions to empower investment decisions through professional insights and quality services [2]

Market Overview - The paper sector experienced a decline of 0.61% on January 15, with Minshida leading the drop [1] - The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index closed at 14306.73, up 0.41% [1] Stock Performance - Notable gainers in the paper sector included: - Rongsheng Environmental: closed at 13.40, up 1.21% with a trading volume of 29,700 lots [1] - Qifeng New Materials: closed at 8.60, up 0.82% with a trading volume of 78,600 lots [1] - Significant decliners included: - Minshida: closed at 53.00, down 7.70% with a trading volume of 62,500 lots [2] - Zhishi Paper: closed at 5.39, down 3.23% with a trading volume of 735,700 lots [2] Capital Flow - The paper sector saw a net outflow of 268 million yuan from institutional investors, while retail investors contributed a net inflow of 151 million yuan [2] - The capital flow for specific stocks showed: - Sun Paper: net inflow of 15.85 million yuan from institutional investors [3] - Bohui Paper: net inflow of 5.85 million yuan from institutional investors [3] - Qifeng New Materials: net inflow of 1.68 million yuan from institutional investors [3]

Group 1 - The paper sector experienced a decline of 0.35% on January 14, with Wuzhou Special Paper leading the drop [1] - The Shanghai Composite Index closed at 4126.09, down 0.31%, while the Shenzhen Component Index rose to 14248.6, up 0.56% [1] - Notable gainers in the paper sector included Minshida, which rose by 13.17% to a closing price of 57.42, and Annie Co., which increased by 9.97% to 11.47 [1] Group 2 - The paper sector saw a net inflow of 124 million yuan from institutional investors, while retail investors experienced a net outflow of 43.19 million yuan [2] - Major stocks with significant net inflows included Annie Co. with 224 million yuan and Minshida with 67.6 million yuan [3] - Conversely, retail investors showed a significant outflow from stocks like Sun Paper, which had a net outflow of 57.78 million yuan [3]

Core Insights - The surface sizing agents play a crucial role in enhancing the performance of paper products, with a nearly 100% retention rate, significantly reducing material loss and costs compared to internal sizing agents [1][7] - The market size for China's paper surface sizing agents is projected to reach 5.52 billion yuan in 2024, reflecting a 2% year-on-year increase, driven by rising demands for surface performance in cultural, packaging, and corrugated papers [1][6] - The global market for paper surface sizing agents is expected to grow from 1.09 billion USD in 2024 to 1.114 billion USD in 2025, influenced by the increasing standards for water resistance, oil resistance, and surface strength in packaging and specialty papers [6][10] Industry Overview - Paper surface sizing agents are additives used to enhance the surface strength of paper and prevent liquid penetration, primarily categorized into internal and surface sizing agents [3][4] - Surface sizing agents, mainly composed of styrene-ester copolymers, improve the cross-linking strength and hydrophobicity of paper coatings, offering advantages such as mechanical stability and reduced foaming [3][4] - The demand for surface sizing agents is expected to grow as consumer requirements for paper performance increase, with China being the largest producer and consumer of paper globally [4][6] Market Dynamics - The production and consumption of paper and paperboard in China are projected to reach 136.25 million tons and 136.34 million tons respectively in 2024, marking a year-on-year growth of 5.09% and 3.56% [4][5] - The highest market shares in paper and paperboard production in 2024 are held by corrugated base paper (23.08%) and boxboard (22.28%), while boxboard leads in consumption (26.27%) [5][6] Competitive Landscape - The paper surface sizing agent industry is characterized by a large number of small-scale enterprises, with major players dominating the market due to their technological and financial advantages [8][9] - Key companies in the industry include Huasoft Technology, ST Morning Paper, Bohui Paper, and others, with Huasoft Technology being a leading producer of paper chemicals [8][9] Future Trends - The demand for environmentally friendly and multifunctional surface sizing agents is expected to rise, prompting companies to invest in the development of new products such as water-based and bio-based agents [11][12] - The competitive landscape is anticipated to become more intense, with leading companies focusing on technological advancements and new entrants bringing fresh competition, leading to potential industry consolidation [12]