A股異動 | 紙業股走高 民豐特紙(600235.SH)漲停
格隆匯1月6日丨紙業股走高,民豐特紙(600235.SH)漲停,岳陽林紙漲超4%,青山紙業、太陽紙業、恆豐紙業漲超2%,宜賓紙業、景興紙業等跟漲。2021年12月底,晨鳴紙業、博彙紙業、萬國紙業等多家紙企發佈漲價函,宣佈紙價上漲200/噸,主要涉及銅版紙、白卡紙等產品。其中,多數企業將從2022年1月1日起執行新的價格。此外,區域全面經濟夥伴關係協定(RCEP)1月1日正式生效,全球最大自由貿易區正式啟航。太陽紙業近日在投資者互動平台表示, RECP生效對公司進口原料、生產設備等的採購成本構成正面影響;首批生效的RCEP國家中,涉及到出口到我國的紙產品銷售額在國內市場佔比較小,對國內市場影響有限;同時公司出口產品的税負降低,可以提高公司產品在海外的價格競爭力。景興紙業亦在互動平台稱,RCEP協定生效後,已核准成員之間90%以上的貨物貿易將最終實現零關税,對降低税收是有利的。

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