欢迎后台留言或联系国泰海通轻工团队交流完整内容刘佳昆 liujiakun@gtht.com王文杰 wangwenjie4@gtht.com报告摘要短期来看海外进口木片供给尚有保障,长期来看制浆用木材供给增量有限,林地资源具备稀缺性,具备上游林地资源及绿色能源的头部浆纸一体化纸厂有望受益。投资建议。短期来看海外进口木片供给尚有保障,长期来看制浆用木材供给增量有限,林地资源具备稀缺性,具备上游林地资源...
Source Link欢迎后台留言或联系国泰海通轻工团队交流完整内容刘佳昆 liujiakun@gtht.com王文杰 wangwenjie4@gtht.com报告摘要短期来看海外进口木片供给尚有保障,长期来看制浆用木材供给增量有限,林地资源具备稀缺性,具备上游林地资源及绿色能源的头部浆纸一体化纸厂有望受益。投资建议。短期来看海外进口木片供给尚有保障,长期来看制浆用木材供给增量有限,林地资源具备稀缺性,具备上游林地资源...
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