证券时报网讯,国海证券研报指出,1)看好造纸行业细分龙头及分红预期稳定标的。进口木浆现货市场价格偏弱下行,国内外阔叶浆新产能投产消息相继释放,预计三季度成本端有望形成改善,成本优势明显。多家龙头纸企发布文化纸涨价函,文化纸价格有望随着旺季到来涨价函逐步落地进而企稳反弹,需求端整体相对平稳的龙头企业竞争优势凸显。2)包装方面,建议关注下游需求边际改善的纸包装龙头、行业竞争格局集中的金属包装龙头。个股关注:太阳纸业、裕同科技、华旺科技等。
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国海证券:预计造纸行业三季度成本端有望改善
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