港股異動 | 港A兩市紙業股普漲 8月紙廠打響漲價第一槍
格隆匯8月4日丨港A兩市紙業股普漲,港股中,玖龍紙業(2689.HK)漲超3%,理文造紙漲超2%;A股中,仙鶴股份漲超5%,恆豐紙業、安妮股份漲超3%。據悉,廣東、江西、山東有紙廠發佈漲價函,宣佈1號漲價50-100元/噸。此外,華東有大廠已經通知於下週一漲價。方正證券曾指,進入Q3行業旺季,文化紙、白卡紙終端需求有望顯著回暖。瑞信亦指,將玖紙列為行業首選,其市盈率目前為2020年市帳率的0.9倍,估值吸引,維持目標價10港元及“跑贏大市”評級。


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