造纸行业周报:龙头纸企密集提价 行业供需格局平稳

大同证券
Feb 10

龙头密集提价,纸品价格稳中有支撑:本周纸品价格整体平稳,白板纸均价上涨14 元/吨,箱板纸、瓦楞纸、白卡纸价格保持稳定。行业提价动作密集,玖龙八大基地2 月上调牛卡纸、瓦楞纸等价格30-50 元/吨,且计划3 月再涨50 元/吨,白卡纸春节后提价概率较高,叠加中小纸厂停机增多导致供给收缩,为纸价提供支撑。纸浆库存回升价格微降,供需格局平稳:纸浆期货库存升至14.64 万吨(周增4000 吨),期货...

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