在供给侧结构性改革和环保趋严的推动下,造纸企业低库存将促纸价上涨,行业中长期的供需格局将持续向好,龙头造纸企业有望率先受益。近期,受中期业绩大增影响,造纸板块一度表现出色。分析人士表示,造纸行业上半年淡季不淡,价格持续上涨,推动行业中报大幅向好,除了行业涨价可能贯穿全年,后续旺季还将带来需求支撑。 Driven by the supply-side structural reforms and toughening of environmental protection, the low stockpile of paper-making enterprises will promote the rise of paper prices and the long-term supply and demand pattern of the industry will continue to be good. The leading paper-making enterprises are expected to take the lead in benefiting from this. Recently, affected by the substantial increase in interim results, the paper sector once performed well. Analysts said the paper industry in the first half of the off-season is not short, the price continued to rise, to promote the industry reported a substantial increase in mid-year report, in addition to industry prices may run through the year, the follow-up peak season will also bring demand support.