投资要点：【周观点】①木片供应紧张推升浆价上涨，金鹰集团宣布12 月亚洲地区阔叶浆上调20 美元/吨。加拿大个别针叶浆线预期停机，针叶浆价格止跌。浆价上涨对木浆系形成成本支撑，前期提价有望落地，持续推荐太阳纸业。②据Counterpoint Research，苹果10 月的智能手机实际出货量同比增长12%，市场份额24.2%、创单月全球市场份额最高纪录，推荐裕同科技。1）出口链：①据新浪财经、36...
Source Link投资要点：【周观点】①木片供应紧张推升浆价上涨，金鹰集团宣布12 月亚洲地区阔叶浆上调20 美元/吨。加拿大个别针叶浆线预期停机，针叶浆价格止跌。浆价上涨对木浆系形成成本支撑，前期提价有望落地，持续推荐太阳纸业。②据Counterpoint Research，苹果10 月的智能手机实际出货量同比增长12%，市场份额24.2%、创单月全球市场份额最高纪录，推荐裕同科技。1）出口链：①据新浪财经、36...
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