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港股異動 | 紙業股再度強勢 玖龍紙業升超4% 廢紙原紙價格飛漲
格隆匯 02-26 11:17
格隆匯2月26日丨今日大市走低,紙業股再度強勢上漲。玖龍紙業大漲4.14%,理文造紙、陽光紙業皆漲,惟晨鳴紙業小幅下跌。據生意社消息,廢紙原紙齊飛漲,截至24日,7日內廢紙漲幅5.2%。目前瓦楞原紙出廠價格均價為3503元/噸,與一週(17日)前相比價格上調了130元/噸,上漲了3.96%。東吳證券報告稱,堅定看好下半年廢紙系邏輯隨着纖維缺口擴大、從而帶來行業格局優化,預期廢紙系紙種價格旺季具有向上彈性、帶動公司盈利邊際上行。上調玖龍紙業評級至“買入”。近期玖龍紙業漲勢強勁,2月18日以來累升20%。值得一提的是,恆生指數公司17日推出恆生中國高股息率指數,玖龍紙業獲納入比重為4.03%。
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