智通财经APP获悉,中金发布研报称,展望2026年,消费需求仍在温和修复阶段,各类纸种供给变化各异:浆纸系纸种供需仍然宽松,浆价成为行业补库、及去库关键推动力,浆纸一体化龙头有望继续获得超额利润;箱板瓦楞纸产能已基本收尾,有望率先走出本轮供需失衡周期,迎来产能利用率修复,吨纸价格中枢同比抬升的业绩修复行情。中金主要观点如下:浆纸系供需格局仍相对宽松该行认为,2026年造纸需求整体仍在温和修复,虽然...
Source Link智通财经APP获悉,中金发布研报称,展望2026年,消费需求仍在温和修复阶段,各类纸种供给变化各异:浆纸系纸种供需仍然宽松,浆价成为行业补库、及去库关键推动力,浆纸一体化龙头有望继续获得超额利润;箱板瓦楞纸产能已基本收尾,有望率先走出本轮供需失衡周期,迎来产能利用率修复,吨纸价格中枢同比抬升的业绩修复行情。中金主要观点如下:浆纸系供需格局仍相对宽松该行认为,2026年造纸需求整体仍在温和修复,虽然...
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