港股异动 | 纸业股普涨 晨鸣纸业(1812.HK)升逾4%领涨
格隆汇9月11日丨纸业股普涨,晨鸣纸业(1812.HK)升逾4%领涨,阳光纸业涨逾2%,理文造纸涨逾1%,仅玖龙纸业下跌逾1%。个股方面,晨鸣纸业曾计划在2018年9月10日至今年9月9日的12个月内增持公司股份,累计增持金额不低于1亿元人民币,增持计划仅完成三分之一,日前晨鸣发公告称,拟将该增持计划延期半年执行;玖龙纸业将于本月24日发布财报,曾发盈警料截至6月底止年度纯利较去年下降不多于50%。板块方面,进入九月后,由于造纸业迎来行业旺季,全国多家纸厂陆续发布了涨价通知函,涨价幅度均在50-200元/吨之间。专家认为,从行业运行周期角度看,本轮涨价或将持续至春节之前,将以季节性反弹为主。
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