造紙板塊走高 紙漿期貨主力合約漲停
格隆匯8月31日丨造紙板塊午後走高,晨鳴紙業、恆豐紙業雙雙拉昇漲停,岳陽林紙大漲超7%,冠豪高新、博彙紙業等跟漲。紙漿期貨主力合約漲停,漲幅達5%,創2019年5月以來新高。因進口紙漿價格提價,國內旺季需求預期及海外需求恢復,市場行情偏暖。本月國內進口紙漿現貨市場呈上揚趨勢,月內針葉漿主流品牌上漲50-100元/噸。隨着9月開學季及傳統節日的到來,月末闊葉漿報價也出現窄幅上調趨勢,明星月末報價3650元/噸,較月初上漲100元/噸。同時,國內木漿系下游產品環比持續修復,成品庫存逐漸下降,年內需求旺季即將到來,市場交易情緒逐漸好轉,短期港口持續去庫。


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