造纸:文化纸企稳,静待旺季到来。UPM宣布其乌拉圭Fray Bentos纸浆厂(年产130 万吨阔叶浆)开始按计划进行持续两周的全面停产检修。我们认为,当前纸浆供给端延续高频扰动,Q4 浆价仍有望延续小幅上行。造纸方面,近期玖龙PM55 年产30 万吨高档文化纸产线投产,吉林晨鸣30 万吨文化纸产线复产,供给压力增大,预期落地叠加后续新增产能有限,文纸价格本周已逐步企稳(双胶/铜版价格10 月11...
Source Link造纸:文化纸企稳,静待旺季到来。UPM宣布其乌拉圭Fray Bentos纸浆厂(年产130 万吨阔叶浆)开始按计划进行持续两周的全面停产检修。我们认为,当前纸浆供给端延续高频扰动,Q4 浆价仍有望延续小幅上行。造纸方面,近期玖龙PM55 年产30 万吨高档文化纸产线投产,吉林晨鸣30 万吨文化纸产线复产,供给压力增大,预期落地叠加后续新增产能有限,文纸价格本周已逐步企稳(双胶/铜版价格10 月11...
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