業界冀內地「618」電商節帶動包裝紙需求復甦 惟市場供需矛盾仍存
5月為內地造紙行業傳統淡季,玖龍紙業(02689.HK)旗下天津、瀋陽兩基地近日再次宣布下調牛卡紙及瓦楞紙價格,據《證券日報》引述分析指,近期市場跌勢雖有所放緩,但市場供需矛盾仍存,仍有下行風險。
報道指,雖然相比去年同期來看,造紙行業上游的木漿價格進入下行通道,且降幅持續加大,但出於紙漿聯動性方面的預期判斷,上下游的僵持博弈狀態進一步強化。對於5月初部分龍頭紙企聯手提價的行為,報道引述業內人士分析指,雖然挺價意味明顯,但基本難以落地。
不過,業內人士對於後市展望,表示在上下游僵持博弈之中,隨著木漿價格下行,在一定程度上緩解去年以來造紙行業的業績壓力,行業毛利率得到一定修復。除成本下降更要看需求端恢復,認為隨著「618」電商節臨近,下游備貨積極下,冀可帶動包裝紙需求復甦。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.