美银证券发表报告指,自4月底以来,瓦楞原纸和箱板纸的库存逐步下降。最新抽样显示,瓦楞原纸生产商库存为26.8万吨,箱板纸库存为69.1万吨,较4月中高点的39.3万吨和96万吨明显回落。这一趋势使箱板纸市场重新回到平衡状态,该行预计短期内纸价将继续上涨,主要受大型纸厂协调提价、小型纸厂库存偏低、下游稳健备货,以及废纸成本持续高企所支持。加上下半年需求逐步改善,该行相信纸业利润率有望进一步提升。考虑...
Source Link美银证券发表报告指,自4月底以来,瓦楞原纸和箱板纸的库存逐步下降。最新抽样显示,瓦楞原纸生产商库存为26.8万吨,箱板纸库存为69.1万吨,较4月中高点的39.3万吨和96万吨明显回落。这一趋势使箱板纸市场重新回到平衡状态,该行预计短期内纸价将继续上涨,主要受大型纸厂协调提价、小型纸厂库存偏低、下游稳健备货,以及废纸成本持续高企所支持。加上下半年需求逐步改善,该行相信纸业利润率有望进一步提升。考虑...
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