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國聯證券:太陽紙業四季度的盈利能力修復明顯 維持“推薦”
格隆匯 11-20 15:28
格隆匯11月20日丨國聯證券發佈太陽紙業的研報指出,前三季度整體承壓,第三季度經營情況好轉。根據百川盈孚的造紙產品出廠價數據顯示,七月下旬公司旗下的雙膠紙金太陽70g-100g產品的價格從6300元/噸上漲至6700元/噸,十一月初再次上調100元/噸,為6800元/噸,較年初上漲9.5%,現在產品的價格重新回到去年11月的水平。而目前的用漿成本較去年同期明顯下降,因此四季度的盈利能力修復將更加明顯。維持“推薦”評級。
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