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银河证券:6月造纸业淡季提价

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2026-07-02 01:12:55
银河证券研报指出,2026年6月造纸行业延续“停机+提价”策略,箱板瓦楞纸淡季逆势上涨。据36氪报道,6月初玖龙纸业十大基地全线提涨50—100元/吨,中旬21家企业跟涨50—200元/吨;6月第二周箱板纸、瓦楞纸吨价环比分别上涨35元和48元,瓦楞原纸较4月低点累计上涨约11%。文化纸与白卡纸方面,晨鸣、太阳、APP等纸厂自6月20日起对铜版纸、双胶纸及白卡纸系列同步上调200元/吨。
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