太阳纸业新增产能密集投产,有望充分受益浆纸价格回升

国金证券
Aug 07

事件8月多家纸企新发涨价函,有望助力改善行业盈利空间。8月以来,包括玖龙、山鹰、理文等在内的多家纸企相继发布涨价函,涨价幅度多为30元/吨。这已是7月以来包装纸行业的第四轮涨价,行业调价频率明显加快。经营分析海外浆厂减产节奏明确,浆价有望企稳回升。受国内纸浆产能集中投放、进口纸浆库存累计和下游需求偏弱等因素影响,25年以来国内浆价持续走弱。截止2025/8/5,国内阔叶浆/针叶浆25年以来均价较...

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