港股異動丨港A紙業股強勢 生活用紙漲價潮持續蔓延
格隆匯1月4日丨港A紙業股普遍走強,港股晨鳴紙業大漲10%,理文造紙漲3%,A股晨鳴紙業升5%,民豐特紙、岳陽林紙等均上漲。2020年12月以來,生活用紙漲價潮持續蔓延。陝西、河北、山西、浙江等地的企業陸續發出漲價函,普遍上調200元/噸。多家受訪紙企均表示,此次漲價的主要原因是木漿等造紙原料價格上漲。此外,2020年上半年,紙價大幅下滑,低於市場正常水平,目前漲價也有回調因素,預計仍有漲價空間。另外,全國塑料吸管禁令生效,有紙質吸管生產商訂單排到4月。


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