格隆汇1月30日丨青山纸业(600103.SH)在投资者互动平台表示，公司目前没有布局机器人相关产业链 等。 ...

Report Industry Investment Ratings - Cotton, Pulp, Sugar, Apple, Timber: ☆☆☆ [1] - 20 - rubber, Natural Rubber, Butadiene Rubber: ★☆☆ [1] Core Views - The overall market of soft commodities shows mixed trends, with different products having their own supply - demand situations and price trends. It is recommended to take a wait - and - see approach for most products [2][3][4][5][6][7] Summary by Product Cotton & Cotton Yarn - Zhengzhou cotton futures dropped significantly today, with short - term trends likely to be volatile. The overall domestic cotton market shows strong supply and demand, but short - term trading may slow down due to the approaching Spring Festival. As of January 22, cumulative processed lint cotton was 719.0 million tons, and cumulative sales were 463.1 million tons. In December, domestic cotton imports increased. Spinning mills still have demand for raw materials, but downstream orders are average. It is recommended to wait and see [2] Sugar - Overnight, US sugar prices fluctuated. Brazil's sugar production is nearing the end, and the market focuses on the next season's production forecast. Rainfall in Brazil's central - southern region is a concern. The sugar - to - ethanol ratio is expected to decline, and Brazil's sugar production in the 26/27 season may decrease. In China, Zhengzhou sugar futures rebounded. Both production and sales progress are slow. It is recommended to wait and see [3] Apple - Apple futures prices fluctuated. Spot prices were stable. The Spring Festival stocking peak has arrived, and the sales pace has accelerated. However, the purchase of farmers' apples is less, and the supply of high - quality apples is limited. As of January 29, the national cold - storage apple inventory was 601.01 million tons, a 9% year - on - year decrease. This week's cold - storage destocking volume was 31.31 million tons, a 45.11% year - on - year decrease. The market trading logic has shifted to demand. It is recommended to wait and see [4] 20 - rubber, Natural Rubber & Synthetic Rubber - Today, the futures prices of natural rubber RU, 20 - rubber NR, and butadiene rubber BR first rose and then fell. Global natural rubber supply is entering the reduction period, and the domestic butadiene rubber plant operating rate has dropped significantly. The upstream butadiene plant operating rate continues to rise. The domestic full - steel tire operating rate decreased slightly, and the semi - steel tire operating rate increased slightly. Shandong tire enterprises' finished product inventory continues to increase. The overall rubber situation shows general demand, reduced supply, a slight decrease in natural rubber inventory, and an increase in synthetic rubber inventory. The cost support is strong, and geopolitical risks are rising. The strategy is to adjust in a volatile manner [5] Pulp - Today, pulp futures dropped significantly. Pulp is restricted by weak downstream demand, and its short - term fundamentals remain weak. As of January 29, 2026, the inventory of China's main pulp ports was 216.9 million tons, a 4.9% month - on - month increase. Downstream paper mills are cautious about high - priced raw material procurement. It is recommended to wait and see and pay attention to the support near the previous low [6] Logs - Log futures prices fluctuated. Spot prices were stable. The external market quotation was lowered, and the domestic spot price remained weak. The short - term arrival volume will decrease. As of January 23, the average daily outbound volume of logs at 13 national ports was 6.18 million cubic meters, a 194.29% year - on - year increase. The national port log inventory was 249 million cubic meters, an 11.7% year - on - year decrease. Low inventory provides some support for prices. It is recommended to wait and see [7]

%% %% research.95579.com 联合研究丨行业深度 [Table_Title] 碳中和系列："十五五"碳达峰决胜期，政策深化 下的投资机遇 %% %% 1 丨证券研究报告丨 报告要点 [Table_Summary] 在"双碳"战略的顶层设计与全国碳市场逐步深化的共同驱动下，中国经济的绿色转型已从理念 倡导进入实质性攻坚阶段。我们认为，这一波澜壮阔的转型进程将系统性地催生多层次、长周 期的产业投资机遇；其核心逻辑并非局限于单一赛道，而是围绕"能源系统重塑、工业绿色溢价、 降碳技术放量与配套服务崛起"四大维度展开的立体化投资图谱。 分析师及联系人 [Table_Author] 张韦华 魏凯 赵超 SFC：BQT627 SFC：BUT964 SFC：BUY139 请阅读最后评级说明和重要声明 2 / 23 %% %% %% %% research.95579.com 2 SAC：S0490517090001 SAC：S0490517110001 SAC：S0490522030001 SFC：BUV415 SFC：BRP550 SFC：BQK473 SFC：BQK468 SFC：BUT911 SAC ...

（文章来源：每日经济新闻） 每经AI快讯，华泰股份(600308)1月30日公告，2025年预计归属于母公司所有者的净利润亏损5000万元 到7000万元，去年同期公司净利润为3616.19万元，同比由盈转亏。报告期内，受行业周期性调整及产 品供需阶段性变化影响，公司部分产品销售价格下降幅度大于成本下降幅度，毛利率有所下降，导致公 司经营业绩出现一定波动。 ...

格隆汇1月30日｜华泰股份公告，预计2025年年度净利润亏损5000万元到7000万元。2025年，受行业周 期性调整及产品供需阶段性变化影响，公司部分产品销售价格下降幅度大于成本下降幅度，毛利率有所 下降，导致公司经营业绩出现一定波动。 ...

| 序号 | 板块 | 涨跌幅(%)▼ | 总成交量 (万手) ▼ | 总成交额(亿元) ▼ | 净流入 (亿元) ▼ | 上涨家数 | 下跌家数 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 种植业与林业 | 3.81 | 2725.72 | 254.49 | 2.80 | ટર | 5 | | 2 | 造纸 | 2.65 | 815.26 | 53.97 | 2.87 | 18 | র্ব | | 3 | 影视院线 | 1.84 | 1471.20 | 164.68 | 7.36 | 12 | 6 | | র্ব | 通信设备 | 1.72 | 2607.68 | 1523.66 | 150.55 | 51 | 37 | | 5 | 环保设备 | 1.53 | 279.14 | 37.87 | 1.32 | 22 | 7 | | 6 | 橡胶制品 | 1.50 | 292.00 | 52.06 | 2.81 | 14 | 7 | | 7 | 自动化设备 | 1.35 | 865.25 | 387.35 | 11.47 | 62 | 27 ...

消息面 供应压力减轻但国内成品纸进入淡季，纸厂补库动力不强，拖累纸浆盘面，短期可能受商品市场整体情绪带动，区间波动为主。2605合约上方压 力5450-5500元，支撑5200-5300元。操作上，靠近5200附近可再次尝试多配。 信达期货： 纸浆在经过连续横盘后，向下考验支撑位置，底部价位多头积极接货，大幅加仓多单，中长期不改低多趋势。但是另一方面，纸浆较为弱势的基 本面，本周一旦出现宏观商品回调，或将考验5300的支撑。 1月29日，纸浆前20名期货公司(全月份合约加总)多单持仓20.38万手，空单持仓22.45万手，多空比0.91。净持仓为-2.07万手，相较上日增加560 手。 机构观点 方正中期期货： 截至2026年1月29日，中国纸浆主流港口样本库存量：216.9万吨，较上期累库10.1万吨，环比上涨4.9%，库存量在本周期继续呈累库的走势，港 口样本库存连续四周呈现累库的走势。(保定库因内部原因暂时无法公布数据，本周纸浆库存样本剔除保定库。) 据统计，2025年中国累计进口纸浆2,793.64万吨，同比增长7.02%。其中，漂针浆全年累计进口862.50万吨，同比增长3.55%；漂阔浆全年累计进 ...

每经AI快讯，1月30日，安徽循环造纸领域领先企业——林平发展（603284）启动申购。本次公开发行 数量1,885.37万股，发行后总股本为7,541.48万股。公司本次发行价格为37.88元/股，发行市盈率为18.69 倍。网上申购代码为732284，网上发行量为754.1000万股。本次公开发行的募集资金拟主要用于"年产 90万吨绿色环保智能制造新材料项目(二期)"及"年产60万吨生物基纤维绿色智能制造新材料项目"建设。 项目建成后，公司将新增一条60万吨箱板纸生产线、一条30万吨箱板纸产线及一条30万吨瓦楞纸产线。 ...

数据显示，中邮基金旗下1只基金重仓博汇纸业。中邮中小盘灵活配置混合A（590006）四季度持有股 数88万股，占基金净值比例为2.99%，位居第三大重仓股。根据测算，今日浮盈赚取约31.68万元。 截至发稿，曹思累计任职时间11年252天，现任基金资产总规模3.24亿元，任职期间最佳基金回报 107.3%， 任职期间最差基金回报10.94%。 资料显示，山东博汇纸业股份有限公司位于山东省淄博市桓台县马桥镇工业路北首，成立日期1994年4 月29日，上市日期2004年6月8日，公司主营业务涉及机制纸的生产和销售。主营业务收入构成为：白纸 板62.22%，文化纸25.10%，箱板纸6.89%，石膏护面纸3.04%，其他(补充)2.75%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 从基金十大重仓股角度 中邮中小盘灵活配置混合A（590006）成立日期2011年5月10日，最新规模1.98亿。今年以来收益 4.37%，同类排名543 ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 603863 | 松炀资源 | 兼 | 10.00 | 44.12亿 | 8.07 | | 600963 | 岳阳林纸 | | 9.28 | 101亿 | 23.55 | | 920394 | 民达 | 事 | 6.82 | 86.83 Z | 45.09 | | 600356 | 恒丰纸业 | 1 | 4.73 | 28.47 亿 | 8.54 | | 301469 | 恒达新材 | | 4.65 | 29.58亿 | 8.86 | | 600966 | 博汇纸业 | | 4.21 | 99.19亿 | 8.64 | | 605007 | 五洲特纸 | | 2.68 | 67.55亿 | 5.11 | | 600103 | 青山紙业 | | 2.40 | 86.05亿 | -8.35 | | 002012 | 凯恩股份 | | 2.23 | 29.97亿 | -0.62 | | 600793 | 宜宾纸业 | 1 | 1.84 | 37.22 乙 | - ...