每经AI快讯，有投资者在投资者互动平台提问：贵司湛江基地今年内能复工复产吗？ （记者 王瀚黎） ST晨鸣（000488.SZ）12月1日在投资者互动平台表示，目前湛江基地正在考察备料，计划年底前具备 复产条件，具体复工、复产进度请及时关注公司公告。 ...

研究中心能化团队 2025/12/01 SP主力合约收盘价： 5198.00 | 日期 | 2025/11/28 | 2025/11/27 | 2025/11/26 | 2025/11/25 | 2025/11/24 | | --- | --- | --- | --- | --- | --- | | 主力合约收盘价 | 5198.00 | 5184.00 | 5208.00 | 5212.00 | 5220.00 | | 折美元价 | 639.16 | 639.16 | 642.20 | 641.47 | 641.40 | | 距上一日涨跌 | 0.27006% | -0.46083% | -0.07675% | -0.15326% | -0.15302% | | 山东银星基差 | 212 | 241 | 257 | 253 | 270 | | 江浙沪银星基差 | 187 | 251 | 227 | 238 | 280 | 以13%增值税计算 | 产地 | 品牌 | 价格说明 | 港口美元价格 | 山东地区人民币价格 | 进口利润 | | --- | --- | --- | --- | --- | --- | ...

证券日报网讯11月30日晚间，五洲特纸（605007）发布公告称，截至本公告披露日，公司及控股子公司 对外担保总额为840，225.60万元，占公司最近一期经审计归属于上市公司股东净资产的237.94%，对外 担保余额为474，699.16万元，占公司最近一期经审计归属于上市公司股东净资产的134.43%。截至本公 告披露日，公司无逾期担保。 ...

每经头条（nbdtoutiao）——已有75人遇难，1名死者为消防员，还有10名消防员受伤！记者现场直击香 港大埔火灾：燃烧的宏福苑，五级大火的五个谜团 2025年1至6月份，环球印务的营业收入构成为：造纸及纸制品业占比48.31%，印刷包装供应链业占比 35.9%，移动互联网广告占比15.04%，其他占比0.75%。 （记者 王晓波） 每经AI快讯，环球印务（SZ 002799，收盘价：9.18元）11月28日晚间发布公告称，公司第六届第十六 次董事会会议于2025年11月28日在公司会议室以现场及通讯方式召开。会议审议了《关于召开2025年第 三次临时股东会的议案》等文件。 截至发稿，环球印务市值为29亿元。 ...

晨鸣纸业(01812)发布公告，山东晨鸣纸业集团股份有限公司(以下简称"公司")近日接到第一大股东晨鸣 控股有限公司(以下简称"晨鸣控股")函告，获悉其所持有本公司的4.1亿股A股股份被司法轮候冻结。 ...

研究所 延续下跌，进口成本端仍有支撑 ——国信期货纸浆周报 2025年11月28日 3 后市展望 目 录 CONTENTS 研究所 研究所 第 P 一 a 部 r 分 t1 行情回顾 一、本周行情回顾 研究所 纸浆期货主力合约SP2601延续下跌，跌势略有放缓。 免责声明：本报告以投资者教育为目的，不构成任何投资建议。 数据来源：文华财经 国信期货 4 1 本周行情回顾 2 基本面分析 研究所 第 P 二 a 部 r 分 t2 基本面分析 二、基本面分析：纸浆市场价格 研究所 卓创资讯监测数据显示，截至11月27日，进口针叶浆周均价5464元/吨，周度环比下跌1.85%，由涨转跌；进口阔叶浆周均价4390元/吨，周度环比下跌 0.05%，由涨转跌。 免责声明：本报告以投资者教育为目的，不构成任何投资建议。 数据来源：Choice 卓创资讯 国信期货 6 二、基本面分析：1-10月纸浆累计进口量增加 研究所 据中华人民共和国海关总署数据显示，2025年10月，我国进口纸浆261.8万吨，进口金额为1531.7百万美元，平均单价为585.06美元/吨。1月至10月 累计进口量及金额较去年同期分别增加4.8%、-2 ...

天眼查App显示，近日，佛山卓鑫纸品有限公司成立，注册资本10万人民币，经营范围为一般项目：纸 制品制造；纸制品销售；包装材料及制品销售；广告制作；包装服务；纸和纸板容器制造；办公设备耗 材销售；塑料包装箱及容器制造；互联网销售（除销售需要许可的商品）；国内贸易代理；文具用品零 售；文具用品批发；办公设备销售；销售代理。（除依法须经批准的项目外，凭营业执照依法自主开展 经营活动）。 ...

Report Summary 1. Report Industry Investment Rating No investment rating information is provided in the report. 2. Core View - The pulp market is expected to fluctuate. Recent pulp warehouse receipts have seen cancellations and new registrations [6]. - On the supply side, Chile's Arauco Company's October offer for coniferous pulp Silver Star decreased by $20/ton to $680/ton, while the offer for hardwood pulp Star remained flat at $540/ton, and the offer for natural pulp Venus remained unchanged at $590/ton [6]. - On the demand side, recent pulp - using paper products have issued price - increase letters. Only the price increase of white cardboard has been well - implemented, and double - offset paper has issued new price - increase letters, with the implementation to be monitored [6]. - On the inventory side, as of November 27, 2025, the inventory of mainstream pulp ports in China was 217.2 tons, a decrease of 0.1 tons from the previous period, a 0.05% month - on - month decrease, showing a slight de - stocking trend [6]. 3. Summary by Relevant Catalogs Pulp Price Data - **Futures Prices**: On November 27, 2025, SP2601 was 5184 yuan/ton, down 0.46% day - on - day and 2.15% week - on - week; SP2512 was 4670 yuan/ton, down 0.98% day - on - day and 3.87% week - on - week; SP2605 was 5234 yuan/ton, down 0.49% day - on - day and 1.99% week - on - week [6]. - **Spot Prices**: Coniferous pulp Silver Star was 5400 yuan/ton, unchanged day - on - day and down 1.82% week - on - week; coniferous pulp Russian Needle was 5170 yuan/ton, unchanged day - on - day and down 3.36% week - on - week; hardwood pulp Goldfish was 4400 yuan/ton, unchanged both day - on - day and week - on - week [6]. - **Outer - Market Quotes**: Chilean Silver Star was $680/ton, down 2.86% month - on - month; Brazilian Goldfish was $530/ton, up 3.92% month - on - month; Chilean Venus was $590/ton, unchanged month - on - month [6]. - **Import Costs**: Chilean Silver Star was 5721 yuan/ton, down 2.83% month - on - month; Brazilian Goldfish was 4344 yuan/ton, up 3.87% month - on - month; Chilean Venus was 4830 yuan/ton, unchanged month - on - month [6]. Pulp Fundamental Data - **Supply**: In October 2025, the import volume of coniferous pulp was 69.1 tons, unchanged from September; the import volume of hardwood pulp was 131.8 tons, down from 135.6 tons in September. The domestic production of hardwood pulp and chemimechanical pulp fluctuated slightly in different periods. The pulp port inventory on November 27, 2025, was 217.2 tons, down 0.1 tons from the previous period [6]. - **Demand**: The production of double - offset paper, coated paper, tissue paper, and white cardboard also fluctuated in different periods. For example, the production of double - offset paper on November 27, 2025, was 20.80 tons [6]. - **Inventory**: As of November 27, 2025, the pulp port inventory was 217.2 tons, down 0.1 tons from the previous period, a 0.05% decrease. The futures delivery warehouse inventory was 21.1 tons [6]. Pulp Valuation Data - **Basis**: On November 27, 2025, the Russian Needle basis was 500, with a quantile level of 0.952; the Silver Star basis was 730, with a quantile level of 0.926 [6]. - **Import Profit**: On November 27, 2025, the import profit of coniferous pulp Silver Star was - 159, with a quantile level of 0.378; the import profit of hardwood pulp Goldfish was 56, with a quantile level of 0.705 [6].

（文章来源：证券日报） 证券日报网讯仙鹤股份11月27日在互动平台回答投资者提问时表示，公司产品价格会结合市场供需、成 本变化等因素动态调整，部分产品已根据实际情况适时提价。未来公司将持续关注市场供需变化及原材 料价格走势，通过优化产品结构、提升自制浆产能等方式灵活应对，保持市场竞争力。投资者可通过公 司定期报告了解相关经营情况。管理层始终专注主业，致力于以技术创新和精细化管理提升公司价值， 争取为投资者带来长期稳定回报。 ...

Core Points - The company will hold an investor briefing on December 4, 2025, from 11:00 to 12:00 to discuss its Q3 2025 performance and financial status [2][3][4] - The briefing will be conducted in an interactive online format, allowing investors to ask questions [3][4] - Investors can submit questions from November 27, 2025, to December 3, 2025, before the briefing [2][5] Meeting Details - The meeting will take place at the Shanghai Stock Exchange Roadshow Center [2][4] - Key participants include the Chairman, Secretary of the Board, Chief Financial Officer, and an Independent Director [4] - Investors can access the meeting through the Shanghai Stock Exchange Roadshow Center website [4][5] Contact Information - Investors can contact the company via the Board Secretary's office for inquiries [5] - The contact email for question submissions is qszy600103@163.com [5]