港股異動 | 紙業股全線上漲 玖龍紙業(2689.HK)漲超7%
格隆匯5月7日丨紙業股全線上漲,玖龍紙業(2689.HK)大漲超7%,理文造紙漲超5%,晨鳴紙業漲超4%。據悉,4-5月仍處文化紙需求旺季,龍頭紙企帶動5月文化紙漲價。黨建及教輔教材類出版訂單仍陸續釋放,需求利好紙廠,紙廠價格仍有提漲態勢。國內主要文化紙企業和貿易商逆勢發佈多張5月漲價函,其中文化紙普遍漲價200元/噸,特種紙漲價2000元/噸,白卡紙漲價1000元/噸(分兩次進行),部分紙廠還同時發出停機函。摩通近日發研報指,將理文造紙目標價由7港元上調至7.5港元,維持“增持”評級。該行將公司2021財年經調整溢利預測升7.4%至38億元人民幣,並估計2021及2022財年包裝紙平均銷售均價將分別升1%及1.2%。

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