包装纸业“变局时刻”：涨价潮背后的行业大洗牌与龙头崛起

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近日，包装纸行业头部企业玖龙纸业、山鹰国际等接连发出调价函，对瓦楞纸、箱板纸等主要产品提价50元/吨至80元/吨不等，今年第三季度开启的包装纸原纸涨价潮持续蔓延。多位业内资深人士指出，本轮涨价是多重因素共同作用的结果。原材料供应偏紧推高成本是重要因素之一。以废黄板纸、纸浆为核心，2025年1月至10月，废黄板纸均价1516元/吨，较2024年同期上涨43元/吨，涨幅 2.92%。受下游成品纸库存...

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