A股異動 | 紙業股走強 宜賓紙業(600793.SH)漲停
格隆匯10月22日丨紙業股走強,宜賓紙業(600793.SH)拉昇封板,中順潔柔漲超3%,安妮股份、青山紙業、太陽紙業、晨鳴紙業均漲超1%。據悉,“雙11”臨近,紙價“漲聲”不斷。10月份以來,晨鳴紙業、玖龍紙業、華泰紙業、岳陽紙業等多家紙企紛紛發佈漲價函,其中玖龍紙業一天連發6份漲價函備受市場關注。從漲價品種來看,瓦楞紙近期漲價迅猛。卓創資訊分析師呂豔爍表示,國慶以來,行業保守估計瓦楞紙平均上漲超過400元/噸。中信證券曾發研報指,預計“能耗雙控”政策短期對造紙行業影響偏中性,但中長期來看將推動行業格局優化,助力行業盈利穩定在合理水平,維持行業“強於大市”評級,認為一體化佈局完善、具備綜合能耗優勢的造紙龍頭有望持續受益。

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