港A兩市紙業股普漲 11月全國機制紙及紙板產量同比增長8%
格隆匯12月29日丨港A兩市紙業股普漲,港股中,晨鳴紙業(1812.HK)漲超3%,理文造紙漲超1%;A股中,太陽紙業漲超7%,安妮股份漲超3%,恆豐紙業、中順潔柔、山鷹國際等紛紛上漲。根據中國輕工業信息中心數據整理的結果顯示,2020年1-11月,全國機制紙及紙板產量11508萬噸,同比增長0.5%;11月當月,全國機制紙及紙板產量1182.8 萬噸,同比增長8%。華創證券指出,目前紙企的庫存基本在10天左右,而經銷商的庫存只有15天,已處於年內較低水平,目前文化紙行業已進入強景氣週期。紙企除了保證當前產能開足、滿銷滿產,還都做好了擴產能計劃。


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