纪要精选｜纪要精选晨报：箱板纸、重卡出口与算力材料收紧

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太阳纸业的利润重心进一步向箱板纸倾斜，重卡出口与国内动力路线分化并行。电力定价、AIDC散热、磷化铟供给、银行被动资金、具身智能数据采集、上海莱士长效止血新药和欧洲扫地机竞争，也出现了值得继续跟踪的变化。

Episode metadata supplied by the publisher feed · Published Aug 22, 2026

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纪要精选｜纪要精选晨报：箱板纸、重卡出口与算力材料收紧

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