share_log

国海证券:预计造纸行业三季度成本端有望改善

Securities Times ·  Oct 16, 2024 01:24

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。

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
Comment Comment · Views 374

Recommended

Write a comment

Statement

This page is machine-translated. Moomoo tries to improve but does not guarantee the accuracy and reliability of the translation, and will not be liable for any loss or damage caused by any inaccuracy or omission of the translation.