造纸包装月报以实时跟踪行业和重点公司最新动态，上下游供需情况为重点，及时传达行业投资观点。7月以来包装板块表现优于市场和轻工行业。7月初以来，沪深300指数下跌5.2%，轻工制造指数下跌6.4%。分板块来看，造纸子板块下跌11.4%，跑输市场及轻工行业整体表现；包装子板块下跌1.1%，优于市场和轻工行业整体表现。其中个股涨幅前两位为华旺科技、奥瑞金，涨幅分别为15.4%、5.6%。

一、本月走势回顾......................................................................................................................................................... 4
二、数据跟踪：箱板纸旺季行情在即 ........................................................................................................................... 5
2.1 价格：文化纸价明显回落，浆价基本稳定 ............................................................................................................. 5
2.2 供给：产量小幅上升，进口未见明显复苏 ............................................................................................................. 7
2.3 需求：下游需求平稳，产成品库存增加 ................................................................................................................. 8
三、本月重要资讯......................................................................................................................................................... 9
3.1 行业新闻 ................................................................................................................................................................ 9
3.2 公司公告 .............................................................................................................................................................. 10
四、投资建议 .............................................................................................................................................................. 11
五、风险因素 .............................................................................................................................................................. 12