金吾财讯 | 纸业股走高，玖龙纸业（02689）涨4.78%，理文造纸（02314）涨2.99%，晨鸣纸业（01812）涨2.42%。中信建投近日研报提到，展望未来，1）短期看，旺季将至、各纸厂密集发布提价计划及停机计划，涨价具体落地情况仍需密切关注今年旺季实际需求、文化纸小厂转产以及厄尔尼诺下的天气异常影响；2）长期看，箱板瓦楞纸需求端稳健增长、而供给端新产能有限，年度产能利用率自2023年触底后持续改善，预计供需平衡情况将继续优化、带动造纸吨盈利中枢向上修复。
金吾财讯 | 纸业股走高，玖龙纸业（02689）涨4.78%，理文造纸（02314）涨2.99%，晨鸣纸业（01812）涨2.42%。中信建投近日研报提到，展望未来，1）短期看，旺季将至、各纸厂密集发布提价计划及停机计划，涨价具体落地情况仍需密切关注今年旺季实际需求、文化纸小厂转产以及厄尔尼诺下的天气异常影响；2）长期看，箱板瓦楞纸需求端稳健增长、而供给端新产能有限，年度产能利用率自2023年触底后持续改善，预计供需平衡情况将继续优化、带动造纸吨盈利中枢向上修复。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.