双胶纸期货上市,双铜纸与双胶纸价格相关性是否步入重构期?

新浪财经
Sep 16

卓创资讯文化印刷纸市场分析师孙悦【导语】双铜纸和双胶纸作为应用领域最为广泛的文化印刷用纸种类,下游应用领域存在部分重叠,二者价格走势高度正相关。相较双胶纸而言,双铜纸产能集中度较高,纸厂议价权更强,叠加双胶纸期货上市,新机制下的现货市场存在波动性挑战,预计双铜纸与双胶纸价格相关性将减弱。双铜纸和双胶纸市场价格走势高度正相关从2018-2025年双铜纸和双胶纸市场价格走势的相关性来看,二者多数时间内...

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