中金：浆纸系供需格局仍相对宽松箱板瓦楞纸或迎来产能利用率修复

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智通财经APP获悉，中金发布研报称，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。中金主要观点如下：浆纸系供需格局仍相对宽松该行认为，2026年造纸需求整体仍在温和修复，虽然...

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中金：浆纸系供需格局仍相对宽松 箱板瓦楞纸或迎来产能利用率修复

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中金：浆纸系供需格局仍相对宽松箱板瓦楞纸或迎来产能利用率修复