-- 森林產品公司Canfor（CFP.TO）公佈，儘管銷售額超出分析師預期，但第一季淨虧損擴大，銷售額年減。該公司同時指出，“木材業務以及紙漿和造紙業務（儘管程度稍輕）的業績均有所改善”，儘管需求仍然“相對疲軟”。 第一季度，歸屬於公司股東的淨虧損為7,210萬加元，而去年同期淨虧損為3,100萬加元。第一季每股淨虧損（基本及攤薄後）為0.62美元，去年同期每股淨虧損（基本及攤薄後）為0.26美元。 第一季銷售額為13.6億美元，去年同期為14.2億美元。 FactSet匯總的市場普遍預期為12.9億美元。 該公司公佈本季營業虧損為7,250萬美元，而2025年第四季營業虧損為4.159億美元。在計入先前確認的2,000萬美元存貨減損衝回後，該公司2026年第一季調整後營業虧損為9,250萬美元，而2025年第四季調整後營業虧損為1.45億美元。該公司在一份聲明中表示：“這些業績主要反映了木材業務的改善，紙漿和造紙業務也有所改善，只是程度稍輕。” 總裁兼執行長蘇珊尤爾科維奇表示：「2026年第一季度，我們全球業務的市場環境依然充滿挑戰。」「儘管業績有所改善，這主要得益於北美木材價格上漲和產量提高，但需求依然相對疲軟。儘管貿易壓力、地緣政治不確定性以及部分地區天氣造成績效的干擾持續存在，但我們對可控因素的專注 尤爾科維奇補充道：“全球紙漿市場在第一季度繼續面臨嚴峻挑戰，紙漿生產商的庫存仍然居高不下。鑑於我們預計這些挑戰將在短期內持續存在，我們將繼續專注於提升運營韌性並嚴格控製成本，同時持續評估運營競爭力。” 在紙漿和造紙業務展望中，Canfor表示，該公司位於Intercontinental的NBSK紙漿廠計劃於2026年第二季進行維護停產，預計將導致NBSK市場紙漿產量減少約2萬噸。該公司補充說，其造紙機計劃進行維護停機，預計紙張產量將減少5,000噸。 關於木材業務前景，該公司預計全球木材市場將繼續受到持續的全球貿易流動中斷的影響，尤其是在伊朗衝突的影響下。該公司表示，這些挑戰可能會繼續推高成本並加劇宏觀經濟的不確定性。持續的供應鏈限制，特別是石油基產品的供應鏈限制，預計將對新建房屋產生不利影響。該公司補充說：“預計這些因素將進一步影響市場動態，並導致全球木材行業的價格持續波動。” Canfor近期收購了Canfor Pulp Products Inc.剩餘的已發行和流通股，從而100%控股Canfor Pulp。
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