提价落地,产销景气。公司 FY2024H2(2024 年1-6 月)实现收入 291.34亿元(同比+13.8%),归母净利润4.58 亿元(同比+146.1%),销量同比+160万吨至960 万吨,剔除汇兑损益后吨净利45 元(环比+10 元/吨)。Q3 终端疲软、需求不振,箱板/瓦楞价格环比分别-1.0%/-1.4%,叠加成本抬升等因素,我们预计吨盈利环比略下滑;Q4 受益于旺季驱动&下游补库...
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