晨鳴(01812.HK)等紙廠針對文化用紙產品陸續發布漲價通知
內地媒體報道,近日,包括文化紙、白卡紙等在內的主要紙種均呈現價格上漲趨勢,其中,6月9日起,白卡紙企業也陸續發函提漲紙價,加幅介乎50-200元/噸。
6月20日起,亞太森博、晨鳴集團(01812.HK)、山東太陽紙業、APP金光集團、岳陽林紙、大河紙業、山東華泰紙業等紙廠針對銅版紙、雙膠紙等文化用紙產品陸續發布了加價通知,加幅均為200元/噸。
《證券日報》記者早前採訪了行業頭部上市公司晨鳴紙業、太陽紙業,公司相關負責人均對記者表示,隨著國內學校逐步復課,近期文化紙行業行情改善,公司也在根據市場情況及時調整產品價格。華創證券研報分析稱,一度於5月份價格觸底的文化紙產業鏈,隨著需求符合和庫存觸底,行業有望迎來修復。
其中,晨鳴集團表示,受生產運營成本居高不下影響,為確保給客戶提供持續穩定的高品質產品,公司決定自6月20日起,晨鳴銅版紙系列產品價格上調200元/噸。
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