木漿價格上漲 造紙股全線走強
格隆匯3月1日丨A股梧州特質和齊峯新材漲停,中順潔柔和景興紙業漲超7%,晨鳴紙業和山鷹國際漲超5%,博彙紙業、太陽紙業漲超4%;港股玖龍紙業漲近7%,理文造紙和晨鳴紙業漲超4%。機構稱,在經濟復甦和貨幣寬鬆預期下,疊加灰底白產能退出、禁塑令帶來需求增量,木漿期貨價格上漲推動外盤現貨價格快速提升,同時由於集裝箱緊張,海運成本上升,使得國內外價差持續擴大,進一步推高國內紙業現貨價格。還值得注意的是,白卡紙自2020年第20周起市場價開始穩步增長,2021年第6周白卡紙市場價為8272.5元/噸,較2020年同期增加了2062.5元/噸,近期受木漿價格上漲影響,進一步拉漲紙價。


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