紙業股進一步走強 民豐特紙、博彙紙業漲停
格隆匯12月30日丨紙企紛紛調價,以及人民幣升值,促使紙業股今日盤中逐步走強。A股市場民豐特紙和博彙紙業漲停,冠豪高新、凱恩股份、山鷹紙業、華泰股份漲超5%,太陽紙業漲超4%,晨鳴紙業、景興紙業漲超3%。港股市場晨鳴紙業漲超3%,陽光紙業和理文造紙漲超1%。近期多家紙企先後宣佈上調產品價格,對於漲價的原因,業內人士認為,下半年開始的大廠停機檢修造成庫存下降,加上四季度廢紙價格一路飆升。當前廢紙庫存處於歷史較低位置,預計2020年供給缺口會進一步擴大,廢紙價格將進入上漲通道。另外,離岸和在岸人民幣目前已升破7.0關口,人民幣升值,紙業股受益。
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