价格跟踪方面,原材料周均价保持稳定,针叶浆/阔叶浆外盘价分别为710(+0.0%)/620(+3.3%)美元/吨,废旧黄板纸玖龙价格为1530(+0.0%)元/吨。成品纸周均价维持不变,双胶纸/铜版纸/白卡纸价格分别为4750(+0.0%)/4700(+0.0%)/4260(+0.0%)元/吨;箱板纸/瓦楞纸价格分别上涨至3420(+2.6%)/3230(+1.6%)元/吨。
毛利跟踪显示,双胶纸/铜版纸/白卡纸/箱板纸/瓦楞纸毛利率分别为-10.72%/-1.13%/7.28%/20.02%/16.09%,环比上周变化-0.17/-0.16/-0.12/-0.17/+0.52pct,其中瓦楞纸毛利率有所提升。
生产跟踪方面,双胶纸/铜版纸/白卡纸/箱板纸/瓦楞纸开工率分别为50.61%/61.42%/76.81%/46.25%/60.37%,环比上周变化+5.85/+7.16/+0.00/+30.46/+33.99pct,开工率普遍上升,尤其是箱板纸和瓦楞纸开工率显著提高。