【关注】造纸业七月涨价函背后：试探性自救与需求端的无声对峙

中纸网2025-07-07

7月4日起，玖龙、山鹰、金田等多家纸企涨价函密集落地，瓦楞纸价格普遍上调30-50元/吨。山鹰纸业证券部回应称“调价幅度正常”、“行业整体运行平稳”。然而，这一轮整齐划一的价格调升，在行业波动曲线中显得意味深长。细观近三个月轨迹，市场如同经历一场情绪过山车。5月，中美会谈联合声明短暂提振市场信心，下游包装厂积极囤货，纸价大面积上涨。然而进入6月，市场迅速降温，供需矛盾再次浮出水面，纸价无奈回落。...

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