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能源成本压力长期看可逐步缓解
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图片大小：74KB
图片尺寸：1210*785
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所属报告：
中顺洁柔-公司信息更新报告：承压因素逐步释放预期盈利逐季改善-220629（15页）.pdf
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相关数据
图29、华能国际煤机投产时间分布估算（GW）
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行业数据
2026-07-27
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图30、华电国际煤机投产时间分布估算（GW）
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行业数据
2026-07-27
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图60：国籍与在当前工作地点的时间；国籍与在英国游戏行业的时间
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行业数据
2026-07-21
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图48：经历失业后找到新工作的时间与离开英国游戏行业的意向
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行业数据
2026-07-21
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成立时间：2019年
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行业数据
2026-07-21
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图4.13：.商业活力水平与欧盟国家相当，但随时间推移呈下降趋势
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2026-07-21
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图表42024年以来，十年期国债和DR007的利差大多数时间较为稳定
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行业数据
2026-07-20
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萝卜快跑城市拓展时间序列（2020-2026）
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2026-07-20
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截至2026年5月，巴西存量公开债务到期时间及规模
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市场规模
2026-07-20
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墨西哥放开政策及收购时间
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政策法规
2026-07-20
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Temu全球新市场开拓时间
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行业数据
2026-07-14
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CPO产业链各厂商量产时间表
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产业链
2026-07-14
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ADC联合IO单抗治疗一线NSCLC全球三期研究启动时间
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行业数据
2026-07-14
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全国神经介入集采情况（时间、地区、涉及产品）
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2026-07-08
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2026-07-08
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公司信息更新报告 会延续回落态势至合理价位区间。（2）纸浆方面：公司生活用纸成本中 40%-60%是木浆，因此毛利率受纸浆价格影响较大。根据我们测算的敏感性分析，浆价每变动1%会影响公司生活用纸毛利率变动 0.35pct，纸价每变动 1%会影响公司生活用纸毛
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中顺洁柔-公司信息更新报告：承压因素逐步释放预期盈利逐季改善-220629（15页）.pdf
2022年生活用纸新增产能预计40万吨较2021年（新增218万吨）有所收缩
未来2-3年全球纸浆产能预计陆续投放
纸浆供应面多发事件扰动价格持续高位
纸浆成本上涨致生活用纸行业盈利承压
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