纸业涨价潮全面来袭 机构:板块估值修复空间值得期待

腾讯自选股综合
Oct 31, 2025

2025年10月尾声,国内纸业市场再度迎来 “涨价潮”。玖龙、太阳纸业、晨鸣、APP(中国)等头部企业密集发布11月调价通知,涉及牛卡、瓦楞纸、文化纸三大主流纸品,其中文化纸单吨涨幅达200元,包装用纸也同步上调50元/吨,行业挺价信号显著。展望后市,卓创资讯白板纸高级分析师潘静雯表示,四季度正处于传统消费旺季,电商及元旦、春节订单逐步释放,下游陆续补库。整体来看,四季度纸厂促涨心态不减,多数纸厂...

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