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Table Of Contents
Comp sheet .................................................................................... 2  
South China .................................................................................... 4  
Spread of paperboard vs. OCC ....................................................... 5  
Margin squeeze to continue ...............................................................................................  5
Day 1 (Dongguan – Huizhou – Shenzhen) ...................................... 7
Summary of comp any visits ............................................................................................... 7
Day 2 (Foshan – Hong Kong) ........................................................ 12  
Summary of comp any visits ............................................................................................. 12
Nine Dragons Paper ..................................................................... 14
Lee & Man Paper .......................................................................... 18