淘汰落后产能及限电措施导致纸品出现供不应求,现代版“洛阳纸贵”上演。同时,人民币的大幅升值使得造纸业的成本出现下降,行业景气度不断上升,投资机会显现。淘汰产能及限电冲击供应量自工信部5月份发文淘汰落后产能以来,各地对落后产能淘汰的力度空前之大超乎之前所有人的乐观预期。原先我们仅假设工信部会直接淘 Eliminating outdated production capacity and power-reduction measures led to a shortage of paper products. The modern version of “Luoyang Zhigui” was staged. At the same time, the sharp appreciation of the renminbi has led to a drop in the cost of the paper industry, an ever-rising industry boom and investment opportunities. Eliminating production capacity and limiting supply shocks Since the Ministry of Industry and Information Technology issued a document to eliminate backward production capacity in May, the intensity of outdated production capacity in all regions has exceeded the optimism of previous owners. Originally, we only assumed that the Ministry of Industry would directly