信达证券：浆纸同涨下盈利改善可期建议关注太阳纸业(002078.SZ)等

智通财经2025-02-19

智通财经APP获悉，信达证券发布研报称，当前纸浆供应端持续震荡但外盘延续上涨，国外浆厂自1月起连发涨价函，预计3月海外浆厂报价仍将上涨，浆价后续仍存上行空间。在造纸方面，年后纸企联合提价，不同纸品提价落地表现分化。从盈利角度看，浆纸同涨下，浆纸系和废纸系盈利改善可期。基于此，建议关注浆纸一体、盈利改善的太阳纸业(002078.SZ)、仙鹤股份(603733.SH)、玖龙纸业(02689)等;关注...

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信达证券：浆纸同涨下盈利改善可期 建议关注太阳纸业(002078.SZ)等

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信达证券：浆纸同涨下盈利改善可期建议关注太阳纸业(002078.SZ)等