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港股异动 | 纸业股全线上涨 玖龙纸业(2689.HK)涨超7%
格隆汇 05-07 10:18
格隆汇5月7日丨纸业股全线上涨,玖龙纸业(2689.HK)大涨超7%,理文造纸涨超5%,晨鸣纸业涨超4%。据悉,4-5月仍处文化纸需求旺季,龙头纸企带动5月文化纸涨价。党建及教辅教材类出版订单仍陆续释放,需求利好纸厂,纸厂价格仍有提涨态势。国内主要文化纸企业和贸易商逆势发布多张5月涨价函,其中文化纸普遍涨价200元/吨,特种纸涨价2000元/吨,白卡纸涨价1000元/吨(分两次进行),部分纸厂还同时发出停机函。摩通近日发研报指,将理文造纸目标价由7港元上调至7.5港元,维持“增持”评级。该行将公司2021财年经调整溢利预测升7.4%至38亿元人民币,并估计2021及2022财年包装纸平均销售均价将分别升1%及1.2%。

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