(以下内容从华福证券《轻工制造行业定期报告:文化纸企发布1月涨价函,汇率波动不改出口成长趋势》研报附件原文摘录)投资要点:【周观点】①文化纸发布涨价函,纸企拟自26年1月1日起对文化纸提价200元/吨,纸价有望回暖,同时人民币升值,对原料端木浆采购利好,持续推荐太阳纸业、关注玖龙纸业。②近期人民币升值对出口链情绪有所扰动,但我们认为,降息背景下外需有望迎修复,具备强阿尔法的公司成长趋势无虞。③...
Source Link(以下内容从华福证券《轻工制造行业定期报告:文化纸企发布1月涨价函,汇率波动不改出口成长趋势》研报附件原文摘录)投资要点:【周观点】①文化纸发布涨价函,纸企拟自26年1月1日起对文化纸提价200元/吨,纸价有望回暖,同时人民币升值,对原料端木浆采购利好,持续推荐太阳纸业、关注玖龙纸业。②近期人民币升值对出口链情绪有所扰动,但我们认为,降息背景下外需有望迎修复,具备强阿尔法的公司成长趋势无虞。③...
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