紙業股走強 兩大紙企巨頭髮布12月提價函
格隆匯11月16日丨紙業股走強,港股市場玖龍紙業漲3.36%,理文造紙漲逾1%;A股市場博彙紙業漲近5%,仙鶴股份漲4.45%。晨鳴集團發佈提價函,受運營成本居高不下影響,為確保給客户提供持續、穩定的高品質產品及服務,12月1日起,晨鳴銅版紙系列產品價格上調200元/噸。APP文化用紙發佈漲價函,公司將於12月1日起,針對金東、金海所生產的全系各紙種、克重紙品價格在11月基礎上上調200元/噸。12日白板紙華南、華中部分貿易商發佈漲價函提漲幅度200-500元/噸,江西地區跟漲100元/噸。紙類價格自10月以來,產業內大廠逐月發佈提價函。下游需求從疫情影響中恢復,行業成本支撐強化。目前,華東、華中地區部分紙廠庫存較低,訂單需排產2-3天。


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