厦门，是改革之窗，亦是开放之门。因开放而兴的城市，成为连接海内外市场的重要窗口，营商环境优 越，培养了发达的经营主体。 30多年前，改革开放浪潮初起，从做贸易起家，一批供应链企业在搏击市场浪潮中逐步成长壮大。根植 于厦门的建发股份、厦门国贸、厦门象屿三家世界500强企业占据国内四大供应链企业核心集团的三 席，在钢铁、煤炭、纺织品、橡胶、粮食等大宗商品供应链领域，成为全国"领头雁"。 如今，全面深化改革大潮澎湃，改革和开放的精神气质早已融入这座城市的血脉。上证报记者走进上市 公司厦门国贸集团股份有限公司（简称"厦门国贸"），实探这家携带着"出海"基因的企业向世界开放、 融入世界的故事。 "看得见"的供应链 供应链企业一端连着产业，一端连着市场。 一团巴掌大的废纸，如果直接丢弃，在自然环境中约需要1至4个月才能降解，但经过再生纸供应链的再 加工，可变废为宝，成为环保又实用的包装材料。这段从废纸到包装材料的"资源再生"通路，让供应 链"看得见"。而这得益于厦门国贸深耕浆纸产业链二十多年，实现浆纸产业链全环节品类经营的全覆 盖。 供应链变"共赢链" 1980年，厦门经济特区在湖里2.5平方公里的土地上破土而出，成为中 ...

Core Viewpoint - The article emphasizes the importance of continuous change and resilience in business, illustrated through the journey of Zhang Yin, the founder of Nine Dragons Paper Holdings, who transformed challenges into opportunities in the recycling and paper industry [2][30]. Group 1: Zhang Yin's Early Challenges - At the age of 27, Zhang Yin left a stable job to enter the waste paper recycling industry in Hong Kong, which was dominated by gangsters [6]. - She faced significant challenges, including industry fraud where waste paper was often diluted with water, leading to high costs for downstream paper mills [6][7]. - Zhang's commitment to integrity and quality, refusing to accept waste paper with more than 15% water content, set her apart in a corrupt environment [7][8]. Group 2: Expansion into the U.S. Market - In 1990, Zhang Yin and her husband moved to the U.S. to tap into a larger market for recycled paper, despite language barriers and lack of connections [10]. - They identified an opportunity to utilize empty shipping containers returning to Asia, creating a cost-effective supply chain for waste paper [10][12]. - By 2001, their company was exporting over 5 million tons of waste paper annually from the U.S. to Asia, establishing a significant presence in the market [12][13]. Group 3: Growth and Challenges of Nine Dragons Paper - In 1996, Zhang returned to China to establish Nine Dragons Paper, investing $110 million in a production line with a capacity of 200,000 tons, significantly larger than competitors [15]. - By 2006, Nine Dragons became the largest paper manufacturer in China and the second largest in Asia, with major clients including Coca-Cola and Nike [15][16]. - However, the 2008 financial crisis severely impacted the company, leading to a drastic drop in orders and a 97% decline in stock price [19][20]. Group 4: Crisis Management and Recovery - In response to the crisis, Zhang implemented a strict self-rescue plan, halting all expansion projects and focusing on domestic markets [21][22]. - This strategy led to a remarkable turnaround, with Nine Dragons achieving a profit increase of 1.3 billion RMB in the 2009 fiscal year [21][22]. Group 5: Environmental Commitment and Future Strategies - Zhang recognized the critical importance of environmental sustainability in the paper industry, investing 22 billion RMB in eco-friendly technologies [24]. - Following China's "waste ban" in 2017, Nine Dragons adapted by acquiring advanced pulp mills and establishing a closed-loop supply chain [26][27]. - The company aims for self-sufficiency in raw materials and a total production capacity of 25.37 million tons, positioning itself for future growth [27][28].

"7月异常降雨严重阻碍废纸回收，"广东造纸行业协会常务副会长陈竹在接受21世纪经济报道记者采访 时指出："近期纸价上行主要受成本端驱动，废纸原料占生产成本70%~80%。广东地区因持续降雨的异 常气候导致废纸回收与物流受阻，进一步加剧供应紧张，对成本构成显著压力。" 卓创数据显示，7月下旬废黄板纸均价达1482元/吨，同比上涨2.75%。然而，若将视野放得更远些，此 番涨价的背后是造纸行业困于"低价内卷"。"在行业出现亏损或微利、已无进一步降价空间的背景下， 纸价反弹成为供需触底后的市场自发现象。"在卓创资讯（301299）瓦楞纸分析师李莉看来，此轮涨价 承载双重目的：其一为修复纸厂自身利润水平；其二则为利用价格信号刺激下游在关键节点补库，从而 有效缓解纸厂高企的库存压力。 除了集体提价外，纸企行业也正发出"反内卷"的呼声。近日，广东省造纸行业协会发布了国内造纸行业 的第一封"反内卷"倡议书，旗帜鲜明地呼吁"坚决抵制低价无序竞争，维护市场公平秩序。"这能否成为 破解行业困境的契机？纸业的"反内卷"自救又将如何开展？ 涨价有用吗？ 原料价格波动被认为是纸业此轮提价的直接推手。 "成本问题既是诱因也是主要因素，成 ...

山鹰国际回复：您好，公司正与同行及协会沟通反内卷措施，相信国家能够通过全面系统性政策的出 台，推动行业供需优化，产品价格回到合理水平。此外，公司与行业协会一同践行行业自律，探索工业 具身智能新质生产力在产业中的赋能运用，配合相关部门制定再生纸原料国家标准，解决高端原料短缺 的问题。公司致力于做好自己的事，乘东风而起，接住大环境逐渐利好带来的价值提升机会。感谢您的 关注。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 证券之星消息，山鹰国际(600567)08月04日在投资者关系平台上答复投资者关心的问题。 投资者提问：广东造纸行业开始发文反内卷，公司有与同行沟通反内卷吗？ ...