五洲特纸：湖北基地运行顺利 24Q4业绩预期向好

东方财富证券10-30

【投资要点】事件：公司发布2024 年三季报。2024 年前三季度收入/归母净利润/扣非利润为54.66/3.27/3.16 亿元，同比+17.18%/+205.87%/+239.35%；其中24Q3 收入/归母净利润/扣非利润为20.35/0.95/0.91亿元，环比+19.34%/-4.04%/-1.59%。木浆成本抬升，24Q3 盈利环比下滑。截至2024H1，公司年产能达141.6万吨，...

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