3月以来,广东地区原纸报价全面提涨。两次价格上调,致当地造纸巨头玖龙、理文成了最大受益者,股价飙涨。受广东淘汰200万t·a-1产能的影响,华南包装纸供给短缺,淡季纸价不跌反涨。专家预测,全国超30%的包装纸产能将被淘汰,华中、华南5月纸价将再涨50~100元·t-1。纸价上调100~200元·t-12015年3月以来,广东地区原纸报价全面提涨100~200元·t-1,此轮行情在广东地区已得到很大程 Since March, the quotation of base paper in Guangdong has been fully raised. Twice the price increase, resulting in the local paper giant Nine Dragons, Lee became the biggest beneficiary, the stock soared. Affected by Guangdong’s output of 2 million t · a-1, the supply of packaging paper in southern China was in short supply and the paper price in the off-season did not fall. Experts predict that over 30% of China’s packaging paper production capacity will be eliminated, central and southern China in May paper prices will rise another 50 to 100 yuan · t-1. Paper prices increased 100 ~ 200 yuan · t-1 Since March 2015, the price of paper in Guangdong fully raised 100 ~ 200 yuan · t-1, this round of market in Guangdong has been very large