【信达消费】近期问绒毛浆的比较多，简单更新一下～

{"data":{"article_id": "","user_id": "","source_id": "","title":"【信达消费】近期问绒毛浆的比较多，简单更新一下～","subtitle": "","image": "","cover": "","content":"\u003Cp\u003E\u003Cspan class=\"emoji_span\"\u003E\u003C\u002Fspan\u003E\u003Cbr\u003E\u003C\u002Fp\u003E\u003Cp\u003E全球绒毛浆产能近800万吨，其中我国产量为20万吨左右，进口量约100万吨（约90%从美国进口）。美国大幅加征关税后，针叶木片和针叶浆、绒毛浆、牛卡都会有一些影响，其中绒毛浆影响最大。 \u003Cspan class=\"emoji_span\"\u003E\u003C\u002Fspan\u003E\u003Cbr\u003E\u003C\u002Fp\u003E\u003Cp\u003E绒毛浆核心是在原料，尤其是针叶木片原料，好的绒毛浆多采用高纬度、长纤维软木（南方松、云杉等），比其他地区的木片更易形成蓬松、吸附能力，此外在美国产能在工艺上也有一定优势，通过精确控制蒸煮温度、化学品浓度等，纤维分丝帚化处理等，可以形成高吸收型、低粉尘型等细分产品。 \u003Cspan class=\"emoji_span\"\u003E\u003C\u002Fspan\u003E\u003Cbr\u003E\u003C\u002Fp\u003E\u003Cp\u003E国内大多数绒毛浆为中低端产品，进口高端绒毛浆受关税影响市场报价快速提升，但下游实单采买较少（国内头部卫企库存储备较高），个别小单成交在1万+价格（之前主流价格在7000-8000元\u002F吨）。国产品质较好的绒毛浆价格已涨至8000+元\u002F吨左右，部分浆厂仍封盘未报；国产低端绒毛浆价格仍维持相对低位、影响不大。 \u003Cspan class=\"emoji_span\"\u003E\u003C\u002Fspan\u003E\u003Cbr\u003E\u003C\u002Fp\u003E\u003Cp\u003E从国内替代性上来看，核心依然是在原料，工艺处理能力国内头部企业有技术储备、可以逐步优化提升，但核心原料如果通过南美、欧洲及国内替代，品质会有一些差距，但可实现平替。 \u003Cspan class=\"emoji_span\"\u003E\u003C\u002Fspan\u003E\u003Cbr\u003E\u003C\u002Fp\u003E\u003Cp\u003E目前有一定平替代能力的国产企业包括云景、岳阳林纸、可靠等，此外太阳、华泰、仙鹤等具备纸浆产能的也具备一定转产能力。此外，大家也不用太焦虑，中高端下游可以提价，中低端国内很快就不缺了。此外，也可以通过一些其他比如转口贸易等方式弥补空缺。\u003C\u002Fp\u003E","url": "","type": "","read_limit": "","reward_amount": "","reward_count": "","reward_integral": "","reward_integral_count": "","comment_count": "","collect_count": "","like_count": "","step_count": "","forward_count": "","integral": "","hot_0_12": "","hot_12_24": "","hot_12_18": "","hot_18_24":.3,"is_top": "","is_hot_top": "","is_user_top": "","read_integral": "","read_limit_time": "","fans_limit": "","copy_limit": "","old_type": "","hide_flag": "","hide": "","is_weak": "","create_time":"2025-04-22 17:26:28","update_time": "","mark_status": "","last_mark_time": "","is_provide_openapi": "","is_make_word_cloud": "","sync_time":"2025-04-22 17:27:00","is_flatter": "","feature_img": "","interest_disclosure": "","new_interaction_time":"2025-04-22 17:27:16","sensitive_words": "","warn_words":"毛,毛,处理,国产,存储,替代","area":"山西","user_read_limit": "","read_pay_limit": "","user":{"user_id": "","nickname":"小蜜蜂","avatar":"https:\u002F\u002Fjiucaigongshe.oss-cn-beijing.aliyuncs.com\u002Fmerchant\u002F1720713115693bbb64934717da3343b55cbb6adc66c0d.png!qt324new_nowater","medal_count": "","style_str": "","follow_status": "","follow_type": ""},"stock_list":[{"stock_id":"3432a2c7995246d7ba1c2ca6863a3d6b","name":"华泰股份","code":"sh600308"}]}}

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