【“纸茅”大规模停产！相关品种会受到影响吗？】金十期货11月21日讯，11月19日晚，晨鸣纸业发布公告称其多条生产线临时停产，停机浆、纸产能703万吨，占总产能的71.7%，影响月度浆纸产量约58万吨、纸销量约35万吨。1. 据国泰君安期货研究院纸浆期货高级研究员高琳琳表示，考虑到晨鸣纸业是行业龙头企业，且晨鸣纸业此次限产、停产产能较多，双胶纸供应宽松格局将有所缓解。在她看来，晨鸣纸业限产、停产后，预计其他纸企增产铜版纸较多，白卡纸其次，增产双胶纸意愿较弱。2. 大地期货纸浆研究员赵晨雨表示，9月以来，纸浆期货价格保持宽幅震荡。市场存在海外累库、国内“旺季不旺”、纸价偏弱等利空因素，但价格已接近成本线，继续下行空间有限；利多因素包括成本支撑、供应扰动、针叶浆去库等，但不足以扭转供需格局，未来一段时间，在没有新驱动出现的情况下，预计纸浆价格走势以震荡为主。
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