【正文】 ...........48一、我國(guó)廢紙?jiān)偕a(chǎn)業(yè)發(fā)展前景良好 ................................................................48 ...........................................................................................485 / 75 ...............................................................................49 ...............................................................................49 ...................................................................................49二、2022 年度紙張市場(chǎng)發(fā)展新趨勢(shì)預(yù)測(cè) ...........................................................50 ...........................................................................................................51 亮度更高 ...........................................................................................................51 更大的克重 .......................................................................................................51 特種紙張 ...........................................................................................................52 質(zhì)地粗糙 ...........................................................................................................52 天然金屬 ...........................................................................................................52 紙張變得更加環(huán)保 ...........................................................................................52三、高強(qiáng)度瓦楞紙：市場(chǎng)供需缺口巨大 ..............................................................53 .......................................................................................................53 .......................................................................................................53 .......................................................................................................53四、主要產(chǎn)品價(jià)格走勢(shì)預(yù)測(cè) ................................................................................54：下半年下跌空間有限 .....................................................................................54：成本上升，價(jià)格趨于 穩(wěn)定 ..............................................................................54：價(jià)格繼續(xù)下跌 .................................................................................................55：價(jià)格出現(xiàn)小幅回升 .........................................................................................56五、造紙行業(yè)將維持高增長(zhǎng) ................................................................................56六、天然活性劑是表面活性劑的發(fā)展趨勢(shì) ........................................................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(jià)值 ....................................................60 ...................................................................................60 ...............................................................................................616 / 75第七部分 結(jié)論與建議 ..........................................................................62一、四季度部分造紙企業(yè)的投資策略 ................................................................62 ...............................................................63 .......................................................................................................63 晨鳴紙業(yè)：成為最后贏家的可能性最大 .........................................................63 華泰股份：后續(xù)增長(zhǎng)寄望 .................................................................................64 博匯紙業(yè)：白紙板競(jìng)爭(zhēng)加劇 .............................................................................64 岳陽(yáng)紙業(yè)公司：產(chǎn)能擴(kuò)張 成長(zhǎng)性佳 ...............................................................64二、解讀“林漿紙一體化” ....................................................................................65 ...................................................................................................652.“林漿紙一體化” 分析 ...................................................................................................673.“林漿紙一體化” 造紙全過(guò)程 .......................................................................................67 木材造紙的過(guò)程—— 造林 ...............................................................................67 木材造紙的過(guò)程—— 制漿 ...............................................................................68 木材造紙的過(guò)程—— 抄紙 ...............................................................................68 木材造紙的過(guò)程—— 回收 ...............................................................................687 / 75表 格 目 錄 表格 1 2022 年第三季度造紙業(yè)整體效益 .........................................................................16表格 2 2022 年第三季度造紙業(yè)中的企業(yè)情況分析 .........................................................17表格 3 2022 年第三季度造紙業(yè)盈利能力數(shù)據(jù)統(tǒng)計(jì)表格 .................................................19表格 4 2022 年第三季度廣東省造紙業(yè)盈利能力數(shù)據(jù)統(tǒng)計(jì)表格 .....................................20表格 5 2022 年第三季度造紙業(yè)營(yíng)運(yùn)能力數(shù)據(jù)統(tǒng)計(jì)表格 .................................................21表格 6 2022 年第三季度廣東省造紙業(yè)營(yíng)運(yùn)能力數(shù)據(jù)統(tǒng)計(jì)表格 .....................................22表格 7 2022 年第三季度造紙業(yè)償債能力數(shù)據(jù)統(tǒng)計(jì)表格 .................................................23表格 8 2022 年第三季度廣東省造紙業(yè)償債能力數(shù)據(jù)統(tǒng)計(jì)表格 .....................................24表格 9 2022 年第三季度廣東省造紙業(yè)規(guī)模與全行業(yè)、先進(jìn)地區(qū)平均水平對(duì)比表 ......24表格 10 2022 年第三季度廣東省造紙業(yè)人均創(chuàng)利指標(biāo)與全行業(yè)、先進(jìn)地區(qū)平均水平對(duì)比表 ..................................................................................................................................26表格 11 2022 年第三季度廣東省造紙業(yè)經(jīng)營(yíng)規(guī)模與上年同期增長(zhǎng)對(duì)比表 ......................26表格 12 2022 年第三季度廣東省造紙業(yè)經(jīng)營(yíng)規(guī)模不同報(bào)告期對(duì)比表 ..............................27表格 13 2022 年第三季度廣東省造紙業(yè)盈利指標(biāo)與全行業(yè)、先進(jìn)地區(qū)平均水平對(duì)比表..........................................................................................................................................28表格 14 2022 年第三季度廣東省造紙業(yè)運(yùn)營(yíng)指標(biāo)與全行業(yè)、先進(jìn)地區(qū)平均水平對(duì)比表..........................................................................................................................................29表格 15 2022 年第三季度廣東省造紙業(yè)償債指標(biāo)與全行業(yè)、先進(jìn)地區(qū)平均水平對(duì)比表..........................................................................................................................................30表格 16 2022 年第三季度廣東省造紙業(yè)不同規(guī)模企業(yè)人均指標(biāo)對(duì)比表 ..........................31表格 17 2