金吾财讯 | 纸业股走强，晨鸣纸业(01812)涨6.17%，理文造纸(02314)涨3.43%，玖龙纸业(02689)涨2.73%。消息面上，国泰海通证券表示，2024 年中国出口全球的纸浆模塑产品中，美国以41.3%的金额占比稳居第一，远超澳大利亚（7.0%）、越南（5.4%）等其他市场，成为中国该品类产品最主要的海外消化地，表明美国本土对纸浆模塑的旺盛需求。需求端，政策、偏好与产品优势三重驱动美国纸浆模塑需求端爆发；供给端，中国是纸浆模塑产能主要供给国，与美国产能衰微形成反差。未来，渗透率提升与供需格局优化打开纸浆模塑行业增长空间，星巴克、麦当劳等头部企业的可持续包装采购计划将持续释放需求。
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