信达证券：提价、出海齐头并进金属包装龙头盈利改善可期

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智通财经APP获悉，信达证券发布研报称，金属包装行业资本开支周期已步入尾声，24-25年行业扩产明显放缓。结合资本开支&盈利&原材料周期判断，未来行业龙头有望由份额导向转向盈利导向，判断26年基准价格或将实现小幅提升。倘若两片罐基准价提升2分，宝钢包装/奥瑞金/升兴股份将分别增厚利润2.0/3.3/1.3亿元。海外竞争格局更优、定价更高，因此利润水平优于国内，金属包装龙头近年来加速出海征程，未来...

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信达证券：提价、出海齐头并进 金属包装龙头盈利改善可期

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信达证券：提价、出海齐头并进金属包装龙头盈利改善可期