晨鳴紙業(000488.SZ):目前公司擁有約80萬畝林地
格隆匯5月19日丨有投資者在投資者互動平台向晨鳴紙業(000488.SZ)提問,“請問貴公司木片自給率達多少?林場資源多少?林場資源目前利用率怎樣?未來利用率怎樣?有無規劃?紙漿價格不斷下降對公司影響如何?白卡紙價格不斷下降公司怎麼應對?”
晨鳴紙業回覆稱,公司木片主要來自外部採購;目前公司擁有約80萬畝林地,進入輪伐期的林地,公司會根據木片市場價格情況合理安排自有木片的使用,當前除了靠近生產基地的少部分用於生產外,其餘考慮成本等因素大部分在當地銷售;紙漿價格尤其是針葉木漿價格下降直接導致公司生產成本降低,同時會引起木片價格波動,進而間接影響公司生產成本的下降;受供需關係影響,白卡紙價格下跌,公司積極調整白卡紙細分種類,增加煙卡、撲克卡等高附加值產品的開發與生產,提質增效。
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