造紙板塊走高 蘇伊士運河堵塞或使全球衞生紙短缺
格隆匯3月29日丨造紙板塊走高,晨鳴紙業漲超6%,宜賓紙業漲超4%,博彙紙業、山鷹國際、岳陽林紙等集體造好。港股方面,晨鳴紙業漲超7%,玖龍紙業、文理造紙跟漲。在蘇伊士運河“大塞船”後,生產衞生紙所需的木漿最大生產商之一巴西Suzano公司首席執行官沃爾特·沙爾卡警吿説,運輸集裝箱的堵塞可能會導致向衞生紙生產商的交付延遲。如果問題持續惡化,全球衞生紙短缺將不可避免。外媒分析認為,由於蘇伊士運河的重要性,持續的堵塞將影響廁紙、咖啡等多種產品的全球供應。


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