推薦產(chǎn)品
3-(4-chlorophenyl)-4-phenyl-4,5-dihydro-1H-pyrazole 2-(chloromethyl)-3-methylpyridinehydrochloride 1-(2-bromo-4-methylphenyl)ethanone 3-chloroisoquinoline-4-carbonitrile 5,8-dichloropyrido[3,2-d]pyridazine 2-bromomalononitrile 2-(4-(bromomethyl)phenyl)benzo[d]thiazole 1-(bromomethyl)-3-methoxy-2-nitrobenzene 6-bromo-1H-[1,2,3]triazolo[4,5-b]pyridine 4-iodo-2-((trimethylsilyloxy)methyl)thiazole 6-iodoimidazo[1,2-a]pyridine-3-carbonitrile 2-(4-chlorophenyl)-2-morpholinoacetonitrile 4-chloro-7H-pyrrolo[2,3-d]pyrimidine 4-chloroisothiazole 5-bromo-6-chloro-1H-indole 7-chloro-3H-imidazo[4,5-b]pyridine ethyl3-(4-formylphenyl)propanoate 2,3-dibromobenzaldehyde 1-(5H-chromeno[2,3-b]pyridin-7-yl)ethanone 5H-chromeno[2,3-b]pyridin-5-one 3-chloroisoquinoline-4-carbaldehyde (E)-2-(3-oxoprop-1-enyl)benzaldehyde methyl4-formyl-3-nitrobenzoate 5,6-dimethoxy-2,2-dimethyl-2,3-dihydro-1H-inden-1-one 1-methylbicyclo[4.1.0]heptan-3-one 3-nitro-4-(trifluoromethoxy)benzaldehyde 2-hydroxyquinoline-6-carbaldehyde 2-nitro-3-(trifluoromethyl)benzaldehyde 1-(2-fluoro-4-methoxyphenyl)propan-2-one tert-butyl3-fluoro-4-oxopiperidine-1-carboxylate tert-butyl3-oxopropylcarbamate 2,2-dimethylcyclohexanone 9H-carbazole-3-carbaldehyde N,N-dimethyl-2-oxoacetamide 2-methylpent-4-yn-2-ol 3-tert-butyl-4-hydroxybenzonitrile 4-bromo-2-tert-butylphenol 1,3-dibutoxypropan-2-ol methyl4-hydroxyquinoline-6-carboxylate methyl3-cyano-4-hydroxybenzoate 4-chloro-6-methoxyquinolin-7-ol 3,4-dihydro-2H-benzo[b][1,4]oxazin-7-ol 2-(2-aminothiazol-5-yl)ethanolhydrochloride (R)-ethyl2-chloropropanoate (S)-4-amino-5-(4,4-dimethylcyclohexylamino)-5-oxopentanoicacid (1s,4s)-4-hydroxycyclohexanecarboxylicacid (S)-2-(tetrahydrofuran-3-yloxy)aceticacid (1S,4R)-1-methyl-4-(prop-1-en-2-yl)cyclohex-2-enol (R)-4-(hydroxymethyl)oxazolidin-2-one (S)-4-(hydroxymethyl)oxazolidin-2-one 化工資訊 全面分析國(guó)內(nèi)四大生活用紙企業(yè)，認(rèn)為目前行業(yè)雖仍供應(yīng)過(guò)剩,但整體正朝著供需均衡修復(fù)，且隨著消費(fèi)升級(jí)推進(jìn),企業(yè)采用“提質(zhì)提價(jià)”對(duì)沖“降價(jià)促銷”，取得了較好的效果。
2016-2017年全球新增紙漿供應(yīng)增速5%-8%，而需求增速預(yù)計(jì)僅3%左右，紙漿價(jià)格承壓下降,而生活用紙是單噸耗漿量最大的紙品，且其終端價(jià)格存在剛性，是受益于原材料價(jià)格下行最為明顯的細(xì)分品類。
行業(yè)供需持續(xù)修復(fù)，漿價(jià)下行利好成品紙龍頭
(1)新增產(chǎn)能規(guī)模趨降,供需格局趨均衡。自2012年以來(lái)，我國(guó)實(shí)際生活用紙產(chǎn)能投放速度屢低于計(jì)劃，多項(xiàng)產(chǎn)能延遲投放，供需缺口縮窄:。
(2)全球紙漿產(chǎn)能過(guò)剩帶來(lái)原材料成本節(jié)約。
(3)龍頭企業(yè)強(qiáng)者恒強(qiáng)。一方面，2013年以來(lái)，四大龍頭銷售占比近年都不斷增大，行業(yè)集中度趨升，另一方面，通過(guò)強(qiáng)化電商渠道，以及采取差異化、產(chǎn)品結(jié)構(gòu)升級(jí)等競(jìng)爭(zhēng)戰(zhàn)略，龍頭可對(duì)沖了“價(jià)格戰(zhàn)”帶來(lái)的不利影響，產(chǎn)品價(jià)格不降反升。
