(以下内容从信达证券《潮玩、精品金饰、新型烟草产业趋势不变,出口链订单改善趋于明确》研报附件原文摘录)本期内容提要:造纸:晨鸣复产,纸浆供应扰动延续。芬林芬宝宣布?nekoski生物制品厂将于第37-39周进行年度停机检修(年产80万吨针叶浆、50万吨阔叶浆),供给端持续扰动为浆价带来支撑,我们预计Q4浆价延续平稳上行。造纸方面,近日晨鸣寿光基地加速复产,9月10日前各浆纸产线顺利开机(寿光基地浆...
Source Link(以下内容从信达证券《潮玩、精品金饰、新型烟草产业趋势不变,出口链订单改善趋于明确》研报附件原文摘录)本期内容提要:造纸:晨鸣复产,纸浆供应扰动延续。芬林芬宝宣布?nekoski生物制品厂将于第37-39周进行年度停机检修(年产80万吨针叶浆、50万吨阔叶浆),供给端持续扰动为浆价带来支撑,我们预计Q4浆价延续平稳上行。造纸方面,近日晨鸣寿光基地加速复产,9月10日前各浆纸产线顺利开机(寿光基地浆...
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