编者按： 这里是民生调查局，见人所未见，调查民生之变。关注你想关注的、你没关注的，调查你想 看的、未看到的。 中新网北京8月17日电(记者 谢艺观)造纸行业再掀波澜。近段时间，各大纸企涨价函如雪花般涌来，有 企业甚至多次调价。为何纸企会接二连三宣布涨价？难道"洛阳纸贵"又要上演？ 涨价！涨价！涨价！ 7月以来，玖龙纸业、理文造纸、湖北荣成纸业、山鹰国际等业内知名纸企纷纷发布涨价函，涉及瓦楞 纸、再生牛卡纸、T纸、箱板纸、纱管纸等多类纸品。其中，玖龙纸业多个基地更是轮番调价，涨势强 劲。 中新网记者同时询问了电商平台上的快递盒、纸袋销售商家，多位客服表示，"价格暂时没调整，之后 是否上调具体要等通知。" 纸企为何纷纷调价？ 纸企巨头上调纸价后，其他纸企亦陆续跟涨，这波纸企涨价愈演愈烈。综合各公司调价信息，涨价范围 多是在每吨30元至50元之间。 上游原纸涨势不止，也波及到下游包装行业。近日，多个包装企业发布通知，上调纸板价格。 卓创资讯监测数据显示，截至8月7日，中国AA级瓦楞纸120g市场均价2573元/吨，较上月底上调 1.90%；中国箱板纸市场均价3461元/吨，较上月底上调0.32%。 资料图。 谢艺观 ...

日前，广东省造纸行业协会发布《关于推动广东省造纸行业"反内卷"促进行业高质量发展的倡议书》。 浙商证券认为，造纸行业作为产能供需失衡、盈利底部区间的周期行业，有望受益于"反内卷"。(格隆 汇) | 代码 | 名称 | 最新价 涨跌幅 v | | --- | --- | --- | | 02689 | 玖龙纸业 | 4.990 7.31% | | 01812 | 眉鸣纸业 | 1.000 7.53% | | 02314 | 理文造纸 | 2.850 3.26% | | 02002 | 阳米纸业 | 1.990 0.51% | 港股纸业股继续强势上涨行情，其中，玖龙纸业、晨鸣纸业均涨超7%，均刷新阶段新高，理文造纸涨 超3%，阳光纸业跟涨。 消息上，据悉，进入8月，造纸行业便迎来一轮涨价潮。玖龙纸业、理文造纸、山鹰国际等龙头企业近 日相继发布涨价函，宣布自8月1日起上调多款产品价格。这已是7月以来包装纸行业发起的第四轮涨 价，显示出行业调价频率明显加快。 ...

纸业股早盘走高，截至发稿，理文造纸(02314)涨5.06%，报2.7港元；玖龙纸业(02689)涨4.06%，报4.61 港元。 此前，广东省造纸行业协会发布《关于推动广东省造纸行业"反内卷"促进行业高质量发展的倡议书》。 浙商证券（601878）认为，造纸行业作为产能供需失衡、盈利底部区间的周期行业，有望受益于"反内 卷"。从行业当前经营状态看，造纸行业底部较为夯实，一方面经历多年扩产后，行业25-26年新增产能 较为有限，另一方面当前各细分纸种纸价、开工率多处于周期底部区间、库存合理，本轮"反内卷"若能 拉动纸价回归合理水平，龙头企业盈利估值弹性较大。 消息面上，据证券时报，进入8月，造纸行业便迎来一轮涨价潮。玖龙纸业、理文造纸、山鹰国际 （600567）等龙头企业近日相继发布涨价函，宣布自8月1日起上调多款产品价格。这已是7月以来包装 纸行业发起的第四轮涨价，显示出行业调价频率明显加快。今年以来，造纸企业已在1月—3月和5月进 行过两轮提价，而本轮主要是包装纸价格上涨。原材料、能源及物流等成本上升成为此轮涨价的主要推 动因素。 ...

Price Trends - The price of waste paper has increased from 0.3 yuan per jin to 0.4-0.5 yuan per jin, leading to a rise in the prices of corrugated paper and boxboard paper by 30-50 yuan per ton due to increased costs [1][3] - Despite the price increases in packaging paper, prices for paper types made from pulp, such as white card paper and cultural paper, have been declining due to excess capacity and insufficient demand [1][7] Industry Dynamics - The paper industry is experiencing a negative cycle where expanding production does not lead to profitability, as companies feel pressured to expand to maintain market share [2] - The domestic paper industry is projected to add over 10 million tons of new capacity from 2023 to 2024, while demand growth is expected to be only 1.5% in 2024, leading to significant supply-demand imbalances [8] Cost Pressures - Rising operational costs have prompted multiple price increase notices from companies like Nine Dragons Paper, with the latest being the sixth notice in July alone [3][4] - The increase in waste paper prices due to heavy rainfall has contributed to the cost pressures faced by paper manufacturers [3][4] Market Sentiment - Despite the price increases, the transmission of these costs to the packaging sector remains uncertain due to weak terminal demand, leading to competitive pricing among packaging companies [5][6] - The overall profitability of the industry is under pressure, with some companies reporting losses while others are barely breaking even [12] Future Outlook - The paper prices are expected to remain weak in the second half of the year, with companies focusing on cost management to maintain profit margins [14] - The industry is likely to see further consolidation as smaller companies may struggle to survive in the current environment, leading to a potential increase in market share for larger firms [12][13]