港A紙業股集體走強 晨鳴紙業A股漲停 H股漲超11%
格隆匯3月18日丨A股晨鳴紙業、岳陽林紙漲停,太陽紙業漲近9%,中順潔柔、五洲特紙、博彙紙業、宜賓紙業等均大漲;港股晨鳴紙業漲超11%,陽光紙業漲超3%。3月中旬過後,包裝紙價格上漲乏力,文化紙、特種紙價格卻依舊一騎絕塵,相關紙企發佈漲價函稱,受進口木漿大幅漲價及其他綜合成本不斷上升影響,將上調產品價格500-1500元/噸。據悉,在今年2月份,特種紙價格便已進行一輪大幅上漲,漲幅為1000-1200元/噸。當時有紙企表示,“後續將視原材料價格上漲幅度繼續調漲。”首創證券表示,短期來看,紙漿供需情況較為穩定,國外槳商仍有提價意向,下游紙廠漲價函落地較為順暢,預計未來仍有提價可能。從板塊走勢來看,3月初以來造紙板塊隨市場出現明顯回調,目前造紙板塊屬於確定性強、業績彈性可期的品種,當前位置可持續關注。


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