鲁网1月23日讯近期,多家机构发布研报,表达了对造纸业2025上半年的良好预期。中金公司指出,造纸需求有望在政策对消费的大力提振下恢复温和增长。国金证券认为,在需求环比改善预期下,整体预计25年造纸板块盈利稳健修复。国信证券也指出,随着国内政策刺激效果的显现和海外进入降息周期,浆纸需求有望随着消费复苏而回暖。中泰证券研报称,目前造纸行业底部拐点初现,考虑到全球持续增长,上游木片和纸浆资源或均趋于...
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