城口人快囤起来！卫生纸宣布将涨价，日期已定！
<p style="display:none;" data-tools="西瓜插件，运行于电脑浏览器上的插件，可在公众号后台找优质文章素材，一键美化排版，检测文章违规，查看任意公众号粉丝阅读数" data-label="Power by：chajian.xiguaji.com"><br></p><p style="display:none;" data-tools="西瓜插件，运行于电脑浏览器上的插件，可在公众号后台找优质文章素材，一键美化排版，检测文章违规，查看任意公众号粉丝阅读数" data-label="Power by：chajian.xiguaji.com"><br></p><p style="display:none;" data-tools="西瓜插件，运行于电脑浏览器上的插件，可在公众号后台找优质文章素材，一键美化排版，检测文章违规，查看任意公众号粉丝阅读数" data-label="Power by：chajian.xiguaji.com"><br></p><p style="display:none;" data-tools="西瓜插件，运行于电脑浏览器上的插件，可在公众号后台找优质文章素材，一键美化排版，检测文章违规，查看任意公众号粉丝阅读数" data-label="Power by：chajian.xiguaji.com"><br></p><section data-role="outer" label="Powered by 135editor.com"><section data-tools="135编辑器" data-id="86111" data-darkmode-bgcolor="rgb(36, 36, 36)" data-style="white-space: normal; max-width: 100%; font-family: -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; background-color: rgb(255, 255, 255); visibility: visible; box-sizing: border-box !important; overflow-wrap: break-word !important;" class="js_darkmode__1" data-darkmode-bgcolor-15914352857721="rgb(36, 36, 36)" data-darkmode-original-bgcolor-15914352857721="rgb(255, 255, 255)" style="white-space: normal;max-width: 100%;letter-spacing: 0.544px;font-size: 16px;background-color: rgb(255, 255, 255);font-family: -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;visibility: visible;box-sizing: border-box !important;overflow-wrap: break-word !important;color: rgba(230, 230, 230, 0.9) !important;"><section data-darkmode-bgcolor="rgb(36, 36, 36)" data-darkmode-bgcolor-15914352857721="rgb(36, 36, 36)" data-darkmode-original-bgcolor-15914352857721="rgb(255, 255, 255)" style="margin: 10px auto;max-width: 100%;box-sizing: border-box;visibility: visible;overflow-wrap: break-word !important;"><section data-darkmode-bgcolor="rgb(36, 36, 36)" data-darkmode-bgcolor-15914352857721="rgb(36, 36, 36)" data-darkmode-original-bgcolor-15914352857721="rgb(255, 255, 255)" style="max-width: 100%;text-align: center;visibility: visible;box-sizing: border-box !important;overflow-wrap: break-word !important;"><p style="max-width: 100%;min-height: 1em;letter-spacing: 0.544px;box-sizing: border-box !important;overflow-wrap: break-word !important;"><span style="font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; text-align: left; max-width: 100%; font-size: 15px; letter-spacing: 1px; color: rgb(136, 136, 136); box-sizing: border-box !important;">本周以来，生活用纸行业巨头企业维达纸业、中顺洁柔发布了4月1日起涨价通知，加上3月初金红叶纸业发布的涨价函，</span><span style="font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; text-align: left; max-width: 100%; font-size: 15px; letter-spacing: 1px; color: rgb(0, 0, 0); box-sizing: border-box !important;"><strong style="max-width: 100%; box-sizing: border-box !important;">生活用纸“TOP4”中已经有3家明确了近期涨价的意向。</strong></span></p></section></section></section><section data-role="outer" label="Powered by 135editor.com" style="max-width: 100%;font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;letter-spacing: 0.544px;text-align: left;white-space: normal;background-color: rgb(255, 255, 255);box-sizing: border-box !important;word-wrap: break-word !important;"><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><br style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;"></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 15px;letter-spacing: 1px;color: rgb(136, 136, 136);box-sizing: border-box !important;word-wrap: break-word !important;">如果这几家龙头企业能够落实涨价的话，那么价格将很快通过商超、电商等渠道传递到终端消费者。</span></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><br style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;"></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 15px;letter-spacing: 1px;color: rgb(136, 136, 136);box-sizing: border-box !important;word-wrap: break-word !important;">3月26日截至午间收盘，生活用纸龙头上市公司普涨，<strong style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;">中顺洁柔（002511.SZ）涨3.25%，维达国际(03331.HK）涨3.61%，恒安国际（01044.HK）涨0.39%。</strong></span></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><br style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;"></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><div style="text-align:center"></div></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><br style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;"></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;text-align: center;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;letter-spacing: 1px;color: rgb(171, 25, 66);box-sizing: border-box !important;word-wrap: break-word !important;"><strong style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 15px;box-sizing: border-box !important;word-wrap: break-word !important;">生活用纸龙头纷纷调价</span></strong></span></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><br style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;"></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 15px;letter-spacing: 1px;color: rgb(136, 136, 136);box-sizing: border-box !important;word-wrap: break-word !important;">多家纸企日前宣布，受原材料价格上涨影响，将对产品进行价格调整。据经济参考报，国内生活用纸巨头中顺洁柔此前称，因原材料价格持续上涨，公司生产成本和运营成本不断增加，计划于4月1日开始对旗下生活用纸产品的价格进行大幅调整。维达纸业（北京）也表示，由于原材料价格的不断上涨，导致生产成本急剧增加，计划于4月1日起针对维达品牌部分产品进行第一轮价格调整。</span></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><br style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;"></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;text-align: center;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><div style="text-align:center"></div></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;text-align: center;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 14px;letter-spacing: 1px;color: rgb(178, 178, 178);box-sizing: border-box !important;word-wrap: break-word !important;">图片来源：摄图网</span></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><br style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;"></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 15px;letter-spacing: 1px;color: rgb(136, 136, 136);box-sizing: border-box !important;word-wrap: break-word !important;">生活用纸另一头部企业金红叶纸业也早早发布了提价计划。3月初，金红叶纸业广州分公司宣布，自3月1日起对清风销售的单品各SKU逐步进行价格调整，3月部分SKU会上调5%左右，4月份部分SKU会再上调3%-5%左右。</span></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><br style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;"></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 15px;letter-spacing: 1px;color: rgb(136, 136, 136);box-sizing: border-box !important;word-wrap: break-word !important;">自去年四季度开始大幅上涨的原材料纸浆，近日价格呈现窄幅震荡。生意社数据显示，截至3月24日，阔叶木浆、针叶木浆、瓦楞原纸和废纸报价分别为5812.5元/吨、7225元/吨、3625元/吨和2390.71元/吨，近7日涨幅分别为-3.53%、-0.34%、-1.36%和0.78%。库存方面，据隆众数据统计，3月中旬，国内纸浆主流港口库存量在190万吨上下，环比上涨2.2%，且2月中旬后纸浆港口库存累库现象明显，浆市供应面再现压力。</span></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><br style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;"></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 15px;letter-spacing: 1px;color: rgb(136, 136, 136);box-sizing: border-box !important;word-wrap: break-word !important;">据期货日报报道，招金期货分析师高宁表示，此前生活用纸涨价力度明显不如白卡纸和文化纸，粗略计算生活用纸的毛利润率在-10%以上，而白卡纸的粗算毛利润率30%以上，文化纸的双胶和铜版纸也分别有8%和14%的毛利润率。因此，生活纸的涨价更多的原因是阔叶浆和针叶浆的成本提升，导致利润率为负，进而需要提价来缓解负利润的矛盾。</span></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><br style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;"></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 15px;letter-spacing: 1px;color: rgb(136, 136, 136);box-sizing: border-box !important;word-wrap: break-word !important;">高宁认为，当前近端的针叶浆价格很难下跌，纸浆期货近月2105合约在7000元/吨的支撑非常强。但远期来看，针叶浆的多空分歧较大，上涨幅度需要谨慎对待。</span></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><br style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;"></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><div style="text-align:center"></div></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><br style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;"></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 15px;letter-spacing: 1px;color: rgb(136, 136, 136);box-sizing: border-box !important;word-wrap: break-word !important;">纸浆价格接下来或再上涨。浙商证券分析，一方面，本轮纸浆价格上涨较快，而小厂库存普遍处在较低水平；另一方面，海外供应商改变出售策略，在中国保税库建立一定库存。同时考虑到全球主要浆厂抱团提价，且供需处于紧平衡的状态，预期4月纸浆提价落地的概率依然较大。<br style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;"></span></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><br style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;"></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;text-align: center;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;letter-spacing: 1px;color: rgb(171, 25, 66);box-sizing: border-box !important;word-wrap: break-word !important;"><strong style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 15px;box-sizing: border-box !important;word-wrap: break-word !important;">涨价另一原因：集装箱危机</span></strong></span></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><br style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;"></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 15px;letter-spacing: 1px;color: rgb(136, 136, 136);box-sizing: border-box !important;word-wrap: break-word !important;">除了原材料价格持续上涨为企业带来较大生产压力，疫情影响下，也导致全球集装箱短缺波及造纸行业上下游供应链。同时，由于疫情的影响，住宅卫生纸需求量大增，消费者纷纷囤积购买大量生活用纸。</span></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><br style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;"></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 15px;letter-spacing: 1px;color: rgb(136, 136, 136);box-sizing: border-box !important;word-wrap: break-word !important;">巴西是世界上最大的纸浆供应国，而世界最大的卫生纸木浆生产商Suzano SA就占据了全球三分之一的硬木纸浆(用于生产厕纸的纸浆)供应。</span></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><br style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;"></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 15px;letter-spacing: 1px;color: rgb(136, 136, 136);box-sizing: border-box !important;word-wrap: break-word !important;">据环球时报援引美国彭博社3月25日报道称，Suzano公司首席执行官瓦尔特·舒尔卡(Walter Schalka)表示，近期货柜船需求激增，甚至连散装船都受到了影响，可能导致Suzano出货延后。他担心，公司3月的出口可能低于原先预期，而且已被迫把一些出货期延后至4月。</span></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><br style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;"></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 15px;letter-spacing: 1px;color: rgb(136, 136, 136);box-sizing: border-box !important;word-wrap: break-word !important;">舒尔卡指出，船运问题可能会越来越严重，如果木浆贸易中断，而卫生纸制造商没有足够的木浆库存，最终可能会影响卫生纸供应。</span></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><br style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;"></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 15px;letter-spacing: 1px;color: rgb(136, 136, 136);box-sizing: border-box !important;word-wrap: break-word !important;">集装箱运力不足问题在近期的巴西尤为严重，该国大量的白糖，大豆和咖啡都在等待出口，导致了运价的持续上涨。<strong style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;">分析人士指出，如果集装箱危机继续增加货运成本，料将进一步引发通胀加速的担忧。</strong></span></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><br style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;"></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 15px;letter-spacing: 1px;color: rgb(136, 136, 136);box-sizing: border-box !important;word-wrap: break-word !important;">《世界日报》同日也指出，在货柜船贸易已经“运行不畅”的情况下，苏伊士运河“堵船”恐令全球航运大乱，加剧新一轮风险，可能导致木浆供应中断，影响卫生纸企业的生产。</span></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><br style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;"></section><section style="margin-right: 16px;margin-bottom: 5px;margin-left: 16px;max-width: 100%;line-height: 1.75em;box-sizing: border-box !important;word-wrap: break-word !important;"><strong style="max-width: 100%;box-sizing: border-box !important;word-wrap: break-word !important;"><span style="max-width: 100%;font-size: 15px;letter-spacing: 1px;color: rgb(136, 136, 136);box-sizing: border-box !important;word-wrap: break-word !important;">对国内造纸企业而言，该消息可谓“雪上加霜”。据了解，我国木浆消费依赖进口，中国造纸协会发布的《中国造纸工业2019年年度报告》显示，2019年国内进口木浆消费量2317万吨，占进口纸浆消费量的96.18%。</span></strong></section></section><p style="text-align:center;max-width: 100%;min-height: 1em;line-height: 1.75em;letter-spacing: 1.5px;font-family: -apple-system, BlinkMacSystemFont, Arial, sans-serif;box-sizing: border-box !important;overflow-wrap: break-word !important;"><strong><span style="font-size: 15px;"></span></strong></p><p><span style="color: rgb(178, 178, 178); font-size: 14px; text-align: right; caret-color: red;">来源：铜梁信息网</span></p></section>
随便涨吧，只要工资没有涨我就放心了。
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