J.P.摩根拉美基础材料行业2021年度商品之旅总结：来自中国的积极信号

报告摘要

本报告为J.P.摩根第13次年度商品之旅的总结，聚焦中国对拉美基础材料行业的影响。内容包括中国需求回暖、铁矿石供应、Simandou项目、废纸进口禁令与纸浆市场、绿色转型以及国内纸浆产能增长等关键议题，为投资者提供中国视角下的行业洞察。

📋 核心要点(部分)

1. Notes from China: (Quite Positive), Notes from China: Who Are You (Marginal Iron Ore Supplier)?, Notes from China: Simandou: Getting Ready to Rock, Notes from China: China Recovered Paper Import Ban and Pulp Impact, Notes from China: Going Green is the New Plan, Notes from China: Devil's Advocate: China Domestic Pulp Production Growth