The market concentration of China's printing indus

In the future, the market concentration of China's printing industry is expected to accelerate

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 were listed and traded yesterday, also opened higher and went higher, with full strength. 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 the challenges of many factors, such as the improvement of the penetration rate of the Internet, the trend of paperless is becoming more and more obvious, and the industries such as magazines and newspapers are facing greater pressure. Another example is the restriction on the tobacco industry, which also makes the segmented industries of special printing such as cigarette labels 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 black-and-white printing output of books, newspapers and other publications decreased by 6.90% over the previous year, and the color printing output increased by 38.91% over the previous year. The color printing output showed a significant 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, the high-end processing capacity and international advanced printing technology are lacking, and the export supporting capacity is poor. Taking Beijing as an example, among the publication printing enterprises, there are 294 color printing enterprises, only 16 enterprises have eight color commercial rotary machines, 25 enterprises have hardcover production lines, and 40 enterprises have wireless binding production lines. Shengtong Co., Ltd. is the only enterprise that owns the international leading wide width high-speed commercial rotary printing machine, American Gauss Sunday 2000/24p. 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 increased by 31.6% year-on-year last month, accounting for 66.0% of the cigarette industry, and the revenue was 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 volume of the first to third categories of cigarettes increased by 35.2% and 37.3% respectively E-mail：amyxiang@ jenniferfang@2 %, 28.9%, both 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 shares and Jinjia shares, which determine the strategy of high-end products, 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 noting that the current trend of high-end is expected to continue. On the one hand, it is driven by industrial policies. For example, in the tobacco industry, since the tobacco industry promoted the restructuring and integration on a large scale in 2002, the number of national cigarette industry enterprises has decreased rapidly, and 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 that year. The integration of downstream industries provides high growth opportunities for advantageous enterprises in the cigarette label printing industry

on the other hand, it benefits from the increase of economic growth and residents' income. Especially 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 have increased rapidly, thus promoting the rapid increase in the proportion of high-end printing products. Moreover, the competition in engine industries with increased economic growth, such as automobiles, high-end Baijiu, real estate, etc., has also strengthened, and it is also an inevitable trend to increase advertising investment. Therefore, the superposition of these information means that the trend of high-end is relatively 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, this has been confirmed by the performance and stock price performance of individual stocks such as Jinjia stock connect, which controls thermal stress, and Donggang shares

investors are advised to pay close attention to such 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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