Pulp & Paper_ China Paper Utilization At Lows of 57%
Atradius·2024-11-09 14:13
1 November 2024 | 3:20PM BRT 更多一手调研纪要和海外投行报告加V：shuinu9870 2131d4eaf4cb4d50b1d51c8af07b64b4 更多一手调研纪要和海外投行报告加V：shuinu9870 更多一手调研纪要和海外投行报告加V：shuinu9870 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 China paper price weakness continue into October (-RMB 70/200/t) despite seasonally stronger demand, which we think it has been driven by a combination of still oversupplied market (avg. utilization at 57%), negative macro sentiment and disappointing seasonal demand. As a consequence, profitability have further weakened despite lowe ...