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造纸板块大涨,岳阳林纸(600963.SH)等多股涨停
格隆汇 05-24 09:48

格隆汇5月24日丨造纸板块大涨,青山纸业、美利云、宜宾纸业、岳阳林纸涨停,晨鸣纸业大涨超8%,山鹰国际、冠豪高新、太阳纸业等跟涨。

文化用纸、包装用纸齐刷刷涨价。五月份以来,国内主要文化纸企业和贸易商发布多张涨价函,其中文化纸普遍涨价200元/吨,白卡纸涨价则达到1000元/吨。

5月17日,包装纸行业产量排名国内第一的玖龙纸业启动了5月份的第三轮涨价,一周的时间,玖龙纸业的原纸价格平均每三天上涨一次。伴随着玖龙原纸涨价的消息,纸板市场也迎来了新一轮涨价,其中不少纸板厂已是第二轮上涨。

在这轮涨价潮中,多家造纸企业一季度财报亮眼。行业利润增长迅速,但三月份以来多家造纸企业却突然宣布停机检修。原来,纸浆原料价格上涨,造成浆价和纸价的倒挂,一些纸厂只能停机。纸浆价格的上涨与纸浆的需求量息息相关。自2003年以来,中国纸浆进口量一直位于世界第一,而且需求量越来越大。木浆的价格也是一路高涨,去年7月到今年3月份,木浆价格平均上涨超过400美元/吨。

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