漲價+人民幣升值 玖龍紙業(2689.HK)大漲8%創6個月新高
格隆匯11月4日丨受益於紙品漲價及人民幣升值,港A兩地紙業股普漲。港股市場上,玖龍紙業大漲超8%領漲,且創出8個月新高,理文造紙漲超4%,陽光紙業和晨鳴紙業漲近2%。A股市場上,銀鴿投資漲5.6%,博彙紙業漲3.6%,凱恩股份、榮晟環保和山鷹紙業漲超2%。據華印紙箱11月1日消息,玖龍六大基地齊發漲價通知,宣佈11月1日起牛卡紙、瓦楞紙等漲價50-150元/噸。榮成無錫、平湖、湖北3大基地,山鷹安徽、浙江兩大基地也集體官宣漲價,漲幅50元-100元/噸。重慶理文造紙箱板紙報價上調50-100元/噸。福建聯盛紙業牛卡紙漲50元/噸,白板綠葉漲150元/噸。此外,人民幣近期持續走強,在岸、離岸人民幣目前雙雙升破7.03關口。
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