8天8個板！沾點“酒味”就暴漲，都是哪些股票？
作者：滕飛
來源： 上海證券報
今日，宜賓紙業再次強勢漲停！8天8板， 宜賓紙業進入2021年後，股價已經實現翻番，並帶動相關造紙包裝板塊個股一齊上漲。今日，除了宜賓紙業，森林包裝、京華激光漲停，龍利得、五洲特紙等跟漲。
宜賓紙業近日走勢 來源：Wind
記者梳理造紙包裝板塊的這些強勢個股，發現它們主要集中在下游包裝領域，並非受益於這輪紙漿漲價的大邏輯，更多的原因是因為沾“酒”了。
先看宜賓紙業，市場將其這一輪上漲的核心邏輯定義為“漲價”，但記者採訪紙業人士之後瞭解到，漲價帶給公司的直接利好並不足以支撐市場對其的狂熱，公司方面也不斷髮布風險提示。細查公司股東榜的架構，其8天8板的蹊蹺或藏在其中。
來源：Wind
宜賓紙業的第一大股東就是赫赫有名的五糧液集團，目前五糧液集團對宜賓紙業的持股比例為44.87%。宜賓紙業和五糧液均為宜賓市龍頭企業。
從業績看，宜賓紙業的盈利能力其實是大幅下滑的。公司預計2020年淨利潤虧損9800萬元，扣非淨利潤虧損1.69億元。在2020年，公司不少產品出現了降價，主要產品食品包裝原紙、生活原紙的平均銷售價格分別較2019年下降約5%和11%。不過，公司進入2021年後開始對這兩類產品提價13.21%和3.84%。
有紙企人士向記者表示：“木漿價格的上漲，最終會輻射到下游終端產品提價，但企業原材料成本也會相應提升，即便是國內木漿產能領先、具備先發優勢的紙企，紙漿也是自用為主。”
京華激光今日收穫第二個漲停板。該公司核心產品包括激光全息防偽膜和防偽紙，廣泛應用於捲煙、酒、化粧品、食品等領域的激光全息防偽包裝。
京華激光2019年年度報吿介紹業務拓展方向 來源：公司公吿
森林包裝主營業務系原紙、瓦楞紙板、瓦楞紙箱的研發、生產及銷售，主要產品包括原紙、瓦楞紙板、瓦楞紙箱，應用於包裝物製造及工業品、消費品包裝。
五洲特紙主要產品主要應用於休閒食品、快消品、餐飲等的包裝，生產的標籤離型紙為格拉辛紙，常被用於生產酒水、醫藥、零售等行業包裝標籤和物流標籤。
龍利得同樣也沾“酒”。公司招股書羅列的專利產品中，有多款產品涉及酒水展示、包裝產品，主要客户涵蓋消費品龍頭企業，如金龍魚、魯花、伊利、來伊份等。
裕同科技在專注消費類電子產品紙質包裝的同時，積極開展業務多元化，拓展高檔煙酒、化粧品及高端奢侈品等行業包裝業務，產品包括彩盒、紙箱、説明書等。
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