智通财经APP获悉，中金发布研报称，近期Suzano上调3月阔叶浆报价20美元/吨，估算最新报价约605美元/吨，较去年7月低点涨幅超100美元，海外浆厂目前提价意愿强，主因供给边际收紧。2月提价订单多已落地，3月中旬上海纸浆周谈判或将成为今年价格走势重要分水岭。造纸板块2026年基本面见底基本确立，但上半年行业仍在消化过剩供给过程中，价格可能仍在底部震荡，重点变量在纸浆价格的向上持续性中金主要...
Source Link智通财经APP获悉，中金发布研报称，近期Suzano上调3月阔叶浆报价20美元/吨，估算最新报价约605美元/吨，较去年7月低点涨幅超100美元，海外浆厂目前提价意愿强，主因供给边际收紧。2月提价订单多已落地，3月中旬上海纸浆周谈判或将成为今年价格走势重要分水岭。造纸板块2026年基本面见底基本确立，但上半年行业仍在消化过剩供给过程中，价格可能仍在底部震荡，重点变量在纸浆价格的向上持续性中金主要...
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