The most popular high-end trend of China's printin

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The high-end trend of China's printing industry is becoming more and more obvious

recently, strong stocks have continued to emerge in the printing sector. For example, Shaanxi Jinye, Shengtong shares, Jinjia shares and other varieties were strong against the trend yesterday, and Jinjia shares are approaching the high point in the past six months. At the same time, Dongfeng shares, which have been listed and traded recently, are also very strong. These show that such stocks are obviously protected by funds

the trend of high-end is becoming more and more obvious

for the printing industry, although it is facing challenges from many factors, such as the increase of Internet penetration, the trend of paperless is becoming more and more obvious, and magazines, newspapers and other industries are facing greater pressure. Another example is the restriction on the tobacco industry, which also makes the segmented industries of cigarette label and other special printing face the restriction of market capacity bottleneck

however, from the data of relevant industries, the development momentum of high-end products is still strong. First, it is reflected in traditional periodicals, newspapers and other fields. Relevant data show that in 2010, the output of black-and-white printing of books, newspapers and other publications decreased by 6.90% over the previous year, and the output of color printing increased by 38.91% over the previous year. The output of color printing showed a substantial increase, indicating that the demand for high-end products entered the rising channel. There is a large demand space in the high-end printing market of the publication printing industry

however, there is a lack of high-end processing capacity and international advanced printing technology, and the export supporting capacity is poor. Taking Beijing as an example, among the publication printing enterprises, there are 294 color printing enterprises that are green and environmentally friendly. Only 16 enterprises have eight color commercial rotary machines, 25 enterprises have hardcover production lines, and 40 enterprises that measure and read cracks within 24 hours have wireless binding production lines. Only Shengtong Co., Ltd. owns the international leading wide width and high-speed commercial rotary printing machine, American Gauss sunday2000/24p. This means that relevant listed companies with high-end product capabilities are expected to obtain a faster growth rate from the high-end trend of the printing industry

second, it is reflected in the special printing industry. For example, in the field of cigarette label printing, according to the statistics of China tobacco, the sales of key cigarette brands last month increased by 31.6% year-on-year, accounting for 66.0% of the cigarette industry. 4. The deviation of the steel bar line at the joint shall not exceed 0.1 times the diameter of the steel bar into 816.76 billion yuan, an increase of 39.6% year-on-year, accounting for 85.2% of the industry revenue, an increase of 12.2 percentage points year-on-year; The sales of category I to III cigarettes increased by 35.2%, 37.2% and 28.9% respectively, significantly higher than the industry growth rate of 4.3%. It shows the strong development trend of medium and high-end products in the current tobacco industry. Therefore, Dongfeng Co., Ltd. and Jinjia Co., Ltd., which have determined the high-end product strategy, will obtain more abundant growth capacity. At the same time, Donggang shares and other related stocks in the field of financial instruments are also facing such development opportunities

market concentration will accelerate

it is worth pointing out that the current high-end trend is expected to continue. On the one hand, it is due to the promotion of industrial policies. For example, in the tobacco industry, the number of national cigarette industry enterprises has decreased rapidly since the large-scale restructuring and integration of the tobacco industry in 2002. The concentration of the top 10 key brands has rapidly increased from only 15.8% in 2000 to 41.8% in 2009; In 2009, the sales of 30 national key cigarette brands accounted for 53.67% of the total cigarette sales in that year. The integration of downstream industries provides a high growth opportunity for the advantageous enterprises in the cigarette label printing industry

on the other hand, it benefits from the economic growth and the improvement of residents' income. In particular, check whether the items are complete according to the packing list. Now, in the fields of medium and high-end color printing, due to the rise of the middle class, a large number of financial magazines, humanities magazines and tourism magazines targeted at the middle class are increasing rapidly, which promotes the rapid increase of the proportion of high-end printing products. Moreover, the competition among engine industries with improved economic growth, such as automobiles, high-end Baijiu and real estate, has also been strengthened, and it is also an inevitable trend to increase advertising investment. Therefore, the superposition of these information means that the high-end trend is clear

because of this, the market concentration of China's printing industry is expected to accelerate in the future. Only those listed companies with strong capital market financing channels and excellent management ability can stand out from the trend of high-end productization and become high-quality growth stocks in the A-share market

among them, the performance and share price performance of Jinjia shares, Donggang shares and other stocks have confirmed this

investors are advised to pay close attention to such individual stocks, among which Shengtong shares, Donggang shares, Jinjia shares and Dongfeng shares can still be tracked. In addition, Shaanxi golden leaf has rich themes and the stock price is relatively suitable for the taste of current hot money, so the stock price trend will be more active and can be actively tracked

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