港A两市纸业股普涨 11月全国机制纸及纸板产量同比增长8%
格隆汇12月29日丨港A两市纸业股普涨,港股中,晨鸣纸业(1812.HK)涨超3%,理文造纸涨超1%;A股中,太阳纸业涨超7%,安妮股份涨超3%,恒丰纸业、中顺洁柔、山鹰国际等纷纷上涨。根据中国轻工业信息中心数据整理的结果显示,2020年1-11月,全国机制纸及纸板产量11508万吨,同比增长0.5%;11月当月,全国机制纸及纸板产量1182.8 万吨,同比增长8%。华创证券指出,目前纸企的库存基本在10天左右,而经销商的库存只有15天,已处于年内较低水平,目前文化纸行业已进入强景气周期。纸企除了保证当前产能开足、满销满产,还都做好了扩产能计划。


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