高盛:纸浆和造纸_目前中国纸浆造纸信心指数无变化
高盛证券·2024-10-15 08:49
11 October 2024 | 3:10PM BRT As China returns from the long Golden Week holidays, buyers and sellers are slowly resuming market conversations. For now our conversations suggest a continuation of the past month: buyers are buying regular volumes, seasonality is disappointing and paper prices are still under pressure. Recent announced China monetary and fiscal policies have failed to trigger a significant change in sentiment and/or paper demand, but pulp prices are expected to remain flat in October (maybe so ...