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A股異動 | 紙業股走強 紙業迎來今年第二波漲價潮
格隆匯11月5日丨紙業股走強,青山紙業漲停,宜賓紙業漲超7%,岳陽林紙、太陽紙業、晨鳴紙業等漲幅居前。近日,玖龍紙業各大生產基地齊發漲價函,宣佈牛卡紙、瓦楞紙等11月1日起漲價100-150元/噸。APP金光紙業、山東太陽紙業等文化紙生產企業宣佈各種紙類將從11月1日起漲價300元/噸。生活用紙方面,中順潔柔宣佈由於成本上漲將於2022年1月1日起調價。在成品紙價一路高歌的背後,近期紙漿原材料現貨價格卻震盪下跌。對此,有分析稱,國內市場受限電影響產能受控,下游紙廠開工率降低,對原料需求有所下降,因此壓制了漿價。同期,受煤炭、澱粉等材料價格大漲的影響,企業生產成本壓力增加,整體開工仍處不足,導致紙漿期貨、現貨價格持續弱勢。

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