大同证券-造纸行业周报:双十一大促驱动包装纸提价-251013

新浪财经
Oct 13, 2025

(来源:研报虎)核心观点包装纸旺季提价全面落地,需求与成本共振推升价格:本周造纸行业旺季特征进一步强化,玖龙纸业七大基地同步发布调价通知,带动白板纸、白卡纸、瓦楞纸、箱纸板均价周环比上涨。双十一大促备货需求叠加废纸、能源成本压力传导,成为提价核心驱动力,8月以来包装纸累计涨幅已达300-350元/吨,产业链价格传导机制完全打通,旺季盈利修复逻辑持续兑现。纸浆库存价格均下降,减轻成本压力:本周纸浆...

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