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港股異動 | 紙業股普漲 理文造紙(2314.HK)漲近5%領漲
格隆匯 11-20 10:21
格隆匯11月20日丨紙業股普漲,理文造紙(2314.HK)漲近5%領漲,玖龍紙業漲超2%,晨鳴紙業跟漲。據悉,國內各大紙企近期再次密集調價。目前紙廠庫存較低,訂單需排產2至3天,業內均看好紙價接下來的走勢,表示在2021年三季度前業內新增產能無法就位,依然呈現供應較緊張的狀況,紙價大概率會維持上漲態勢。花旗日前發研報指,受不斷改善的中國零售及上半年低基數影響,對玖龍紙業明年上半年每噸紙淨利潤按年擴張有信心,稱公司基本面良好,重申“買入”評級,目標價13.2港元。

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