轻工造纸行业研究 :期待两片罐提价落地,关注纸浆价格回暖进程

国金证券
Dec 21, 2025

(以下内容从国金证券《轻工造纸行业研究 :期待两片罐提价落地,关注纸浆价格回暖进程》研报附件原文摘录)行业观点更新:家居板块:内销方面,地产端景气度仍偏弱,新房及二手房成交继续承压。截止12月19日,30大中城市商品房成交面积当周同比-27.18%,14城二手房成交面积当周同比-21.90%。中央经济工作会议延续“以提振消费扩大内需”为主线,后续将实施提振消费专项行动。发改委提出坚定实施扩大内需...

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