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內地多家紙企發漲價函 產能增速不及需求
金光紙業、晨鳴集團(01812.HK)(000488.SZ)、太陽紙業(002078.SZ)和銀河紙業日前相繼發布漲價通知,是距離上次頭部紙企發布漲價函通知間隔不到兩個月。 據《澎湃新聞》引述軟商品期貨研究員湯冰華表示,紙漿價格從2021年11月開始觸底反彈,目前處於歷史中值偏高位置,紙企利潤遭受擠壓,倒逼其提價避險。湯冰華表示,目前紙企每噸提價100元人民幣(下同)至200元的幅度尚在合理區間內。 結合基本面來看,成品紙產能增速不及需求,2022年首季紙企提價落地可能性較強。文化紙從2021年下半年開始受到「雙減」政策影響,未來價格或隨需求承壓。(ta/w) ~
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