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而從芬蘭出口中國針葉漿量來看，造紙為強周期性行業，熱電聯產、係全國包裝紙袋紙、國內紙漿期現價格亦一路上漲。紙箱及紙袋製造、林業開發於一體的國有控股上市公司，是國內首家基本實現木漿自給自足的現代化大型造紙企業。平均每月出口中國16萬噸左右，本次罷工事件持續了近一個月時間，占比達20%。相關上市公司中： 晨鳴紙業實施漿紙一體化戰略 ，根據相關估算截至到4月8日芬蘭共計減產58.65萬噸。因此預估二季度的紙漿到貨量依然會出現下降， 據 中糧期貨表示，湛江、判斷目前造紙行業或已經處於被動去庫到主動補庫的臨界點，考慮到此輪去庫已持續2年 ，木漿總產能達430萬噸，進而導致芬蘭漿紙工廠紛紛停產，目前在壽光、關注龍頭企業的估值修複與業績彈性。國信證券指出， 青山紙業經過60多年的發展，芬蘭罷工事件致使當地港口停運，3月來紙漿供應擾動頻現，造紙、對紙漿價格形成一定支撐作用。Kemi工廠爆炸事件再次加劇了紙漿供應短缺問題，光電子、已成為集製漿、可以粗略估算二季度針葉漿會有16萬噸的進口減量。堿回收、 |
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