旺季來臨 文化紙企業集體漲價 龍頭公司望受益
據證券時報,文化紙旺季來臨,紙廠發佈9月漲價函,木漿價格平穩。漲價範圍由雙膠紙、複印紙,到白卡紙、銅版卡、銅版紙等多種文化用紙種,漲價幅度在100-200元/噸左右。德邦證券指出,總體判斷,紙張行情將進入偏暖的階段,且文化紙強於包裝用紙。春節過後的第一輪漲價期,紙廠協同漲價,淡季時期價格平穩。預計伴隨漿價回落帶來紙廠成本下降的反應比較滯後,龍頭公司的盈利和估值都將迎來一輪修復,建議關注文化紙行業龍頭太陽紙業。
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