A股異動丨民豐特紙兩連板 廢紙價格連漲
格隆匯12月31日丨民豐特紙(600235.SH)兩連板,報5.8元,總市值20.4億元。

數據顯示,截至27日,國內A級廢黃板紙均價2164元/噸,四季度以來累計漲逾12%。另據“紙去哪了”數據,28日、29日又接連出現多家紙企上調廢紙報價,最高漲幅50元/噸。機構認為,近些年來,隨着“禁止洋垃圾入境”的政策逐步得到落實,廢紙進口已持續大幅下滑。2015年我國的外廢進口審批額度為4922.6萬噸,2018年降至1703萬噸,2019年已發佈的總核定量進一步降至1075萬噸。在進口廢紙持續減量,國內廢紙價格提升的趨勢下,具備原材料優勢和成本優勢的龍頭紙企有望趁勢擴大市場份額。民豐特紙主要業務為紙和紙製品(捲煙紙、格拉辛紙、塗布紙、熱昇華數碼轉印紙以及透明紙等)的製造和銷售;造紙設備的設計、製造、安裝、維修和技術服務;機械配件的製造、加工。
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