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BK1514 人民币升值概念
未开盘 12-15 16:00:00
866.535
+3.291
+0.38%
最高
867.545
最低
847.992
成交量
5,247万
今开
862.912
昨收
863.245
日振幅
2.27%
总市值
0.00
流通市值
0.00
总股本
0.00
成交额
2.39亿
换手率
--
流通股本
0.00
市净率
1.84251
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及/或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度,但不能保证其绝对准确和可靠,且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任(不管是否侵权法下的责任或合约责任又或其它责任)
资讯
新帖
简况
晨鸣纸业(01812)拟33.36亿元出售目标公司全部股权
智通财经 · 12-15 23:02
晨鸣纸业(01812)拟33.36亿元出售目标公司全部股权
白卡纸厂连番提价,行业利润修复进行时
新华财经 · 12-15 20:19
白卡纸厂连番提价,行业利润修复进行时
中国东方航空股份(00670)11月旅客周转量同比上升10.35%
智通财经 · 12-15 19:33
中国东方航空股份(00670)11月旅客周转量同比上升10.35%
吉祥航空:股东东航产投拟减持公司股份不超过约2184万股
每日经济新闻 · 12-15 18:41
吉祥航空:股东东航产投拟减持公司股份不超过约2184万股
中国南方航空股份(01055)11月旅客周转量同比上升10.42%
智通财经 · 12-15 18:09
中国南方航空股份(01055)11月旅客周转量同比上升10.42%
北京首都机场股份续签关联交易协议 三年旅客服务采购上限4000万/年
财中社 · 12-15 17:09
北京首都机场股份续签关联交易协议 三年旅客服务采购上限4000万/年
中国国航(601111.SH)11月旅客周转量同比上升10.1%
智通财经 · 12-15 17:09
中国国航(601111.SH)11月旅客周转量同比上升10.1%
每日卖空追踪 | 玖龙纸业 12月15日卖空量成交21.5万股,卖空比例为3.84%
市场透视 · 12-15 16:30
每日卖空追踪 | 玖龙纸业 12月15日卖空量成交21.5万股,卖空比例为3.84%
【关注】玖龙纸业在北海顺利拿下新一期工业用地
中纸网 · 12-15 14:26
【关注】玖龙纸业在北海顺利拿下新一期工业用地
造纸半月报:12月纸浆报价上调 废纸系龙头发布密集停机计划
中金公司 · 12-15 00:00
造纸半月报:12月纸浆报价上调 废纸系龙头发布密集停机计划
晨鸣纸业将彻底告别融资租赁!
商业保理 · 12-14 16:38
晨鸣纸业将彻底告别融资租赁!
每日卖空追踪 | 中国东方航空股份 12月12日卖空量成交57.2万股,卖空比例为5.01%
市场透视 · 12-12
每日卖空追踪 | 中国东方航空股份 12月12日卖空量成交57.2万股,卖空比例为5.01%
三大航集体走高 中国东航(00670)涨3.09% 机构料Q4行业将继续大幅减亏
金吾财讯 · 12-12
三大航集体走高 中国东航(00670)涨3.09% 机构料Q4行业将继续大幅减亏
中金公司:明年造纸行业价格中枢将温和修复,看好拥有优质林浆资产的企业
中证金牛座 · 12-12
中金公司:明年造纸行业价格中枢将温和修复,看好拥有优质林浆资产的企业
中金2026年造纸行业展望:供给收尾 原料为王
智通财经网 · 12-12
中金2026年造纸行业展望:供给收尾 原料为王
中国国航(601111)披露拟向中航集团等定增募资不超200亿元,12月11日股价下跌1.34%
证券之星 · 12-11
中国国航(601111)披露拟向中航集团等定增募资不超200亿元,12月11日股价下跌1.34%
热点|737生态验证机已完成先进数字通信系统评估试验;达美航空配备Delta Sync Wi-Fi机队规模已突破1000架
环球航空资讯 · 12-11
热点|737生态验证机已完成先进数字通信系统评估试验;达美航空配备Delta Sync Wi-Fi机队规模已突破1000架
纸浆突破底部区间,05合约大涨背后的逻辑
国盛期货 · 12-11
纸浆突破底部区间,05合约大涨背后的逻辑
玖龙纸业(02689):林耀坚退任独立非执行董事
智通财经 · 12-11
玖龙纸业(02689):林耀坚退任独立非执行董事
中国南方航空股份12月11日主力净流出163.8万元 散户资金买入
市场透视 · 12-11
中国南方航空股份12月11日主力净流出163.8万元 散户资金买入
公司概况
公司名称:
BK1514
所属市场:
上市日期:
--
主营业务:
发行价格:
--
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发布公告,于2025年12月15日,湛江晨鸣纸品有限公司、香港晨鸣及买方寿光市晟嘉投资有限公司订立股权及贷款转让协议,据此,本公司与香港晨鸣同意出售,而买方同意收购目标股权及目标贷款,总代价为人民币33.36亿元。于本公告日期,目标公司1由香港晨鸣全资拥有;目标公司2由目标公司1及香港晨鸣分别拥有75%及25%;及目标公司3由目标公司2及香港晨鸣分别拥有75%及25%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1381852.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"晨鸣纸业(01812)拟33.36亿元出售目标公司全部股权","news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1551","01812","BK1514","BK1223"],"gpt_icon":0},{"id":"2591640305","title":"白卡纸厂连番提价,行业利润修复进行时","url":"https://stock-news.laohu8.com/highlight/detail?id=2591640305","media":"新华财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591640305?lang=zh_cn&edition=full","pubTime":"2025-12-15 20:19","pubTimestamp":1765801150,"startTime":"0","endTime":"0","summary":"自8月底以来,白卡纸企业价格持续拉涨,在贸易商陆续跟涨带动下,市场价格逐步上行。由于白卡纸价格整体涨幅大于成本,8月底以来行业盈利呈现改善趋势,依进口木浆为原料进行测算白卡纸仍处于亏损状态,但考虑国产浆替代性问题,规模企业整体处于微利状态。8月底以来白卡纸价格与成本变化相比较,纸价涨势较为明显,毛利率整体呈现回升趋势。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215201949a6a52b00&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215201949a6a52b00&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["01812","BK1514","BK1551","BK1223"],"gpt_icon":0},{"id":"2591643989","title":"中国东方航空股份(00670)11月旅客周转量同比上升10.35%","url":"https://stock-news.laohu8.com/highlight/detail?id=2591643989","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591643989?lang=zh_cn&edition=full","pubTime":"2025-12-15 19:33","pubTimestamp":1765798401,"startTime":"0","endTime":"0","summary":"智通财经APP讯,中国东方航空股份 发布公告,公司2025年11月客运运力投入同比上升6.51%;旅客周转量同比上升10.35%;客座率为87.37%,同比上升3.04个百分点。2025年11月货邮周转量同比上升13.30%。2025年11月,公司引进5架飞机,包括2架A321NEO、2架C919、1架C909,退出2架客机,包括1架A320、1架B737-800。截至2025年11月末,公司合计运营825架飞机。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1381722.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"中国东方航空股份(00670)11月旅客周转量同比上升10.35%","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1561","BK1123","BK1514","00670"],"gpt_icon":0},{"id":"2591648312","title":"吉祥航空:股东东航产投拟减持公司股份不超过约2184万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2591648312","media":"每日经济新闻","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591648312?lang=zh_cn&edition=full","pubTime":"2025-12-15 18:41","pubTimestamp":1765795279,"startTime":"0","endTime":"0","summary":"每经AI快讯,吉祥航空 12月15日晚间发布公告称,截至本公告披露日,东航产投持有吉祥航空股份约2.81亿股,占公司总股本的12.89%。东航产投所持有的吉祥航空全部股份已经解除限售。因自身业务安排及需要,股东东航产投拟在本公告披露日起15个交易日后的3个月内,通过集中竞价交易方式减持公司股份数量合计不超过约2184万股,合计减持不超过公司总股本的1%。截至发稿,吉祥航空市值为299亿元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215184246a44dc3d3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215184246a44dc3d3&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["00670","BK1514","BK1123","BK1561"],"gpt_icon":0},{"id":"2591491617","title":"中国南方航空股份(01055)11月旅客周转量同比上升10.42%","url":"https://stock-news.laohu8.com/highlight/detail?id=2591491617","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591491617?lang=zh_cn&edition=full","pubTime":"2025-12-15 18:09","pubTimestamp":1765793349,"startTime":"0","endTime":"0","summary":"智通财经APP讯,中国南方航空股份 发布公告,2025年11月,本集团客运运力投入同比上升8.68%,其中国内、地区和国际分别同比上升5.55%、9.75%和17.44%;旅客周转量同比上升10.42%,其中国内、地区和国际分别同比上升7.36%、12.38%和18.99%;客座率为86.29%,同比上升1.36个百分点,其中国内、地区和国际分别同比上升1.46、1.85和1.12个百分点。截至2025年11月底,本集团合计运营966架运输飞机。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1381622.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"中国南方航空股份(01055)11月旅客周转量同比上升10.42%","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01055","BK1561","BK1514","BK1123"],"gpt_icon":0},{"id":"2591561436","title":"北京首都机场股份续签关联交易协议 三年旅客服务采购上限4000万/年","url":"https://stock-news.laohu8.com/highlight/detail?id=2591561436","media":"财中社","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591561436?lang=zh_cn&edition=full","pubTime":"2025-12-15 17:09","pubTimestamp":1765789767,"startTime":"0","endTime":"0","summary":"12月15日,北京首都机场股份(00694)发布公告,宣布与贵宾公司签订旅客服务采购框架协议。该协议将于2026年1月1日起生效,持续至2028年12月31日,为期三年。此次协议是基于前一份协议即将到期后,为了继续进行性质相近的交易而签订的。根据公告,贵宾公司同意在北京首都机场向公司提供一系列旅客服务,包括为旅客提供流程指引、问询服务及应急服务等。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202512153591772496.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1196","BK1561","00694","BK1514"],"gpt_icon":0},{"id":"2591148276","title":"中国国航(601111.SH)11月旅客周转量同比上升10.1%","url":"https://stock-news.laohu8.com/highlight/detail?id=2591148276","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591148276?lang=zh_cn&edition=full","pubTime":"2025-12-15 17:09","pubTimestamp":1765789742,"startTime":"0","endTime":"0","summary":"智通财经APP讯,中国国航 发布公告,2025年11月,集团合并旅客周转量同比上升。客运运力投入同比上升4.9%,旅客周转量同比上升10.1%。其中,国内客运运力投入同比上升3.9%,旅客周转量同比上升7.5%;国际客运运力投入同比上升8.1%,旅客周转量同比上升17.4%;地区客运运力投入同比下降3.5%,旅客周转量同比上升3.0%。平均客座率83.3%,同比上升4.0个百分点。货运载运率为39.5%,同比上升1.1个百分点。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1381567.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1505","BK1561","BK0006","BK0010","BK0183","BK0188","BK1123","BK0196","BK0280","BK0164","BK0012","601111","BK1514","00753","BK0028"],"gpt_icon":0},{"id":"2591259826","title":"每日卖空追踪 | 玖龙纸业 12月15日卖空量成交21.5万股,卖空比例为3.84%","url":"https://stock-news.laohu8.com/highlight/detail?id=2591259826","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591259826?lang=zh_cn&edition=full","pubTime":"2025-12-15 16:30","pubTimestamp":1765787432,"startTime":"0","endTime":"0","summary":"玖龙纸业北京时间12月15日,跌0.81%,卖空量成交21.5万股,较上一交易日减少80.44%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215163509a44d41d2&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:26","pubTimestamp":1765779993,"startTime":"0","endTime":"0","summary":"近日,北海市2025年第二十期国有建设用地使用权挂牌出让成交公示,玖龙纸业顺利拿下约190.9亩工业用地。改扩建后,新增本色化学浆将替代部分现有工程造纸线的废纸原料,生产更高品质、更符合市场需求的造纸产品,实现全厂浆纸平衡,更为拓展高端纸种奠定基础。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215143247a44cca56&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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日,废黄板纸价格为1,915 元/吨,周环比+9 元/吨;箱板纸、瓦楞纸价为3,928、3,236 元/吨,周环比+12、+5 元/吨。近期国内外浆厂集中上调12月纸浆报盘价,如Arauco上调针、阔叶浆20 美元至700、570美元/吨。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215161129a6a43ca1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:38","pubTimestamp":1765701497,"startTime":"0","endTime":"0","summary":"12月11日,济南高新区财政金融部发布公告“关于拟将山东晨鸣融资租赁有限公司移出监管名单的公示”,近日,山东晨鸣融资租赁有限公司申请退出融资租赁行业,拟向济南市地方金融管理局申请将山东晨鸣融资租赁有限公司移出监管名单,公示期截至2025年12月20日。此外,12月12日,山东晨鸣纸业集团股份有限公司发布关于剥离融资租赁业务相关资产的公告。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251214164848a4499d50&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251214164848a4499d50&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1551","BK1514","01812","BK1223"],"gpt_icon":0},{"id":"2591638371","title":"每日卖空追踪 | 中国东方航空股份 12月12日卖空量成交57.2万股,卖空比例为5.01%","url":"https://stock-news.laohu8.com/highlight/detail?id=2591638371","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591638371?lang=zh_cn&edition=full","pubTime":"2025-12-12 16:30","pubTimestamp":1765528213,"startTime":"0","endTime":"0","summary":"中国东方航空股份北京时间12月12日,涨1.55%,卖空量成交57.2万股,较上一交易日减少70.39%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251212164724979e957f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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涨3.09%,中国南航涨2.54%,中国国航涨2.25%.国泰海通证券表示,11月换季影响弱于往年,估算11月客运量同比增长6%;客座率同比提升3-4pct,再创历史同期新高,并全球居前;国内含油票价同比上升1-2%,国际票价同比上升明显;预计11月大幅减亏。该机构预计2025Q4行业将继续大幅减亏,2025年将实现全年扭亏。中国航空将开启“超级周期”,考虑票价市场化,需求稳健增长与客源结构优化将驱动航司盈利中枢上升且可持续。","market":"sg","thumbnail":"https://static.szfiu.com/news/20241108/NmNiNTg2NTUyNjE5NjAwNw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/NmNiNTg2NTUyNjE5NjAwNw==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1971470","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00670","600115","00753","BK0006","BK0188","BK1505","BK1561","BK0183","BK0164","BK0280","BK1514","BK0028","BK1123","BK0012","BK0010","BK0020","BK0053","BK0196"],"gpt_icon":0},{"id":"2590236635","title":"中金公司:明年造纸行业价格中枢将温和修复,看好拥有优质林浆资产的企业","url":"https://stock-news.laohu8.com/highlight/detail?id=2590236635","media":"中证金牛座","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590236635?lang=zh_cn&edition=full","pubTime":"2025-12-12 08:35","pubTimestamp":1765499700,"startTime":"0","endTime":"0","summary":"中金公司研报称,展望2026年,消费需求仍在温和修复阶段,各类纸种供给变化各异:浆纸系纸种供需仍然宽松,浆价成为行业补库及去库关键推动力,浆纸一体化龙头有望继续获得超额利润;箱板瓦楞纸产能已基本收尾,有望率先走出本轮供需失衡周期,迎来产能利用率修复,吨纸价格中枢同比抬升的业绩修复行情。整体而言,2026年是行业消化过去几年新增供给、需求继续修复、产能利用率抬升的一年,看好价格中枢温和修复。此外,建议重点关注成本端原料的政策变化。考虑到全球经济增长、优质林地资源有限,上游林、浆资源趋紧,看好拥有优质林浆资产的企业。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251212084730a443759c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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