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广东甘化、南宁糖业、贵糖股份之所以被列为造纸板块中非主流股,是因为这3家公司是以甘蔗糖业为基点而设立,纸业是其主要业务之一。这3家公司近几年发展迅速,尤其是广西壮族自治区的南糖和贵糖公司,依赖其丰富的甘蔗资源和低成本的甘蔗渣原料,发展纸业有许多优越性,这2家公司业绩较好,其纸业业务的发展是否会转化为核心/主流业务,取决于公司合理的产品组合和纵向发展战略。
The reason why Guangdong Ganhua, Nanning Sugar and your sugar shares are listed as the non-mainstream stocks in the paper-making sector is because these three companies were set up on the basis of sugar cane sugar industry. Paper industry is one of its major businesses. These three companies have been developing rapidly in recent years. In particular, South Sugar and Guigang Company of Guangxi Zhuang Autonomous Region have many advantages in developing paper industry depending on their abundant sugar cane resources and low-cost bagasse raw materials. The performance of these two companies Better, the development of its paper business will be transformed into core / mainstream business, depending on the company’s reasonable product mix and vertical development strategy.