
瑞典林业资产重组:斯道拉恩索出售12.4%林地,长期木材供应协议引关
斯道拉恩索宣布以9亿欧元出售其瑞典17.5万公顷林地(占总面积12.4%),但同时签订了15年(可再延长15年)的木材供应协议,旨在保障其瑞典工厂的原料供应。此举预计对中国木材进口商的短期直接影响较小,反而可能因供应协议而增强斯道拉恩索作为供应商的稳定性。
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斯道拉恩索宣布以9亿欧元出售其瑞典17.5万公顷林地(占总面积12.4%),但同时签订了15年(可再延长15年)的木材供应协议,旨在保障其瑞典工厂的原料供应。此举预计对中国木材进口商的短期直接影响较小,反而可能因供应协议而增强斯道拉恩索作为供应商的稳定性。
2025年5月中美达成的为期90天的关税休战协议,为动荡的木材与原木贸易市场带来了短暂喘息,却也形成了复杂的“双轨制”局面。LumberFlow的本篇分析旨在深入解读此背景下,加工木制品关税的临时下调与美国原木持续禁令并存的现实,及其对全球供应链、库存管理、海运物流和市场情绪的深远影响,并为贸易商提供前瞻性的应对策略.
巴西2025年3月木制品出口额同比激增18%,其中松木锯材出口量价双升(45%/40%增长)。中国进口商应关注巴西松木的补库窗口期及热带材的替代采购机会.
美国对加拿大软木木材关税或从14.4%暴涨至34.5%,最终决定将于8月出炉但7月3日可能提前生效。中国进口商面临供应链重构与成本双压
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