港股異動丨晨鳴紙業漲逾3% 紙價近期第三輪提漲落地
格隆匯3月5日丨晨鳴紙業(1812.HK)漲逾3%,報3.31港元,總市值96億港元。受疫情因素影響,廢紙原料嚴重不足且紙廠整體開工率不高,局部地區的原紙貨源較為緊張。瓦楞紙及箱板紙價格近日呈現上漲之勢。2月28日,規模紙企各基地再度提價100-200元/噸。這已是近期的第三輪漲價。卓創統計數據顯示,部分地區高強瓦楞紙120g出廠含税現金報價已突破4000元/噸大關,較節前主流報價3300-3400元/噸上漲600-800元/噸,漲幅為17.65%-24.24%。國盛證券指,5-6月份為包裝紙傳統旺季,下游包裝廠仍將補庫,紙價存上漲動力。根據往年情況,進口廢紙審批額度基本於上半年發放,進入2020年下半年可進口廢紙量有限,7-8月行業內廢紙供應短缺的情況可能出現,紙價仍將有支撐力。9-10月份進一步為包裝紙傳統旺季,補庫行為可能繼續推漲紙價。
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