【正文】 紙原料成為我國第三大進口商品 ...............................................................11 本季度紙漿市場價格進一步下降 ...................................................................12 造紙化學品研發(fā)情況 .......................................................................................12第二部分 廣東省造紙業(yè)運營狀況分析 ..............................................15一、造紙行業(yè)整體情況分析 ................................................................................15二、廣東省造紙行業(yè)盈利能力分析 ....................................................................18三、廣東省造紙行業(yè)營運能力分析 ....................................................................20四、廣東省造紙行業(yè)償債能力分析 ....................................................................224 / 75五、廣東省造紙業(yè)運營能力與先進地區(qū)對比分析 ............................................23六、廣東省造紙業(yè)不同規(guī)模企業(yè)分析 ................................................................30第三部分 重點企業(yè)營運分析 ..............................................................34一、上半年造紙類上市公司呈現(xiàn)兩大特點 ........................................................34 ...................................................................................................................34 ...........................................................................................................34二、晨鳴紙業(yè)：上半年經(jīng)營情況較好 ..................................................................35 ...................................................................................35 .......................................................................36 .......................................................................................................36三、華泰股份：主營業(yè)務收入同比增長 % ................................................37四、岳陽紙業(yè)：變壓力為動力 ..............................................................................38 ...................................................................................38 ...................................................................................................40 .......................................................................................................40 募集資金使用情況 ...........................................................................................40 非募集資金項目 ...............................................................................................41第四部分 本季度行業(yè)競爭分析 ..........................................................42一、新聞紙企業(yè)兩極分化嚴重 ............................................................................42第五部分 本季度行業(yè)風險分析 ..........................................................45一、干法紙進軍食品包裝市場 ............................................................................45—— 原料短缺 ...............................................46 .......................................................................46 .......................................................................................................47第六部分 行業(yè)發(fā)展趨勢 ......................................................................48一、我國廢紙再生產(chǎn)業(yè)發(fā)展前景良好 ................................................................48 ...........................................................................................485 / 75 ...............................................................................49 ...............................................................................49 ...................................................................................49二、2022 年度紙張市場發(fā)展新趨勢預測 ...........................................................50 ...........................................................................................................51 亮度更高 ...........................................................................................................51 更大的克重 .......................................................................................................51 特種紙張 ...........................................................................................................52 質地粗糙 ...........................................................................................................52 天然金屬 ...........................................................................................................52 紙張變得更加環(huán)保 ...........................................................................................52三、高強度瓦楞紙：市場供需缺口巨大 ..............................................................53 .......................................................................................................53 .......................................................................................................53 .......................................................................................................53四、主要產(chǎn)品價格走勢預測 ................................................................................54：下半年下跌空間有限 .....................................................................................54：成本上升，價格趨于 穩(wěn)定 ..............................................................................54：價格繼續(xù)下跌 .................................................................................................55：價格出現(xiàn)小幅回升 .........................................................................................56五、造紙行業(yè)將維持高增長 ................................................................................56六、天然活性劑是表面活性劑的發(fā)展趨勢 ........................................................57七、中型施膠將成為造紙施膠的主流 ................................................................58八、紙漿模塑制品行業(yè)具有較好的投資價值 ....................................................60 ...................................................................................60 ...............................................................................................616 / 75第七部分 結論與建議 ..........................................................................62一、四季度部分造紙企業(yè)的投資策略 ................................................................62 ...............................................................63 ......