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A股異動 | 紙業股午後拉昇 岳陽林紙(600963.SH)直線封板
格隆匯 03-25 13:29
格隆匯3月25日丨紙業股午後拉昇,岳陽林紙(600963.SH)直線封板,安妮股份漲停,太陽紙業、中順潔柔漲超2%,博彙紙業、山鷹國際漲超1%。岳陽林紙昨日在互動平台表示,公司和殼牌簽訂的碳匯交易為長期的期權合同,受國家碳中和政策的影響,預計價格將得到大幅提升。板塊上,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(即今日)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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