造纸行业周报:龙头纸企提价待落地

大同证券
Feb 25

核心观点纸品价格保持平稳,龙头提价节奏延续:本周纸品价格整体平稳,箱板纸、瓦楞纸、白卡纸、白板纸价格均与上周持平。行业提价逻辑持续强化,玖龙等龙头此前已落地2 月调价,3 月提价计划明确,白卡纸春节后提价概率较高,叠加多数纸厂停机检修导致供给收缩,为后续纸价上行奠定基础。纸浆库存回升价格下行,供需格局相对宽松:纸浆期货库存升至15.46 万吨(周增8165 吨),期货收盘价下降84 元/吨至...

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