港股异动 | 纸业股普涨 理文造纸(2314.HK)涨超5%
格隆汇9月16日丨纸业股普涨,理文造纸(2314.HK)涨超5%,玖龙纸业涨2.73%。数据显示,人民币兑美元中间价较上日调升397点至6.7825,中间价升值至2019年5月9日以来最高,升幅创2020年4月8日以来最大。分析人士指出,造纸业原材料依赖外国采购为主,或将受益于人民币升值使得成本降低。麦格理最新发研报指,重申理文造纸“跑赢大市”评级,目标价7港元。虽然正值淡季,但理文造纸自8月起已将产品加价每吨约150-200元人民币,相信公司再造纸产量提升,将可使其得享成本效益,尤是2021年起,提振作用更加明显。另外,玖纸将于下周二(22日)公布2020年度业绩,麦格理预测其表现超预期逾10%。

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