造紙板塊走強 多家紙企再發出漲價函
格隆匯3月24日丨造紙板塊走強,岳陽林紙漲超8%,晨鳴紙業漲近5%,青山紙業、仙鶴股份、山鷹國際等跟漲。據行業媒體,日前多家企業接連發出漲價函,紙張價格漲幅超過兩位數,其中晨鳴全木漿及工業用紙系列產品價格自3月25日接單起上調700元/噸;非全木漿系列產品價格上調500元/噸;4月1日起,熱敏紙系列產品發貨價格上調1000元/噸。機構表示,紙漿及成品紙市場高位盤整甚至持續提漲的背景下,預期漿系造紙的盈利持續處於上升通道。考慮4月提漲預期(文化紙、白卡紙均有上升空間),21Q2造紙公司盈利必將更優。

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