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港A兩市紙業股走強 多家紙企順勢啟動漲價週期
格隆匯3月3日丨港A兩市紙業股走強 ,港股中,晨鳴紙業漲超4%;A股中,美利雲漲停,博彙紙業漲超6%,太陽紙業漲超4%,五洲特紙、晨鳴紙業、岳陽林紙、山鷹國際等紛紛走高。繼2月份多紙種接棒提價發起春季漲價攻勢後,3月1日起,漿系紙種再掀新一輪的密集提價,提價幅度方面,文化紙多為300元/噸、白卡紙為200元/噸,特種紙基本在500元/噸。此輪漲價,不僅有原材料供應持續緊張的提漲動力,還有文化紙需求小旺季到來的支撐。浙商證券分析認為,考慮紙漿短期提漲動力充足、行業庫存迴歸歷史中位,預期本輪漿系紙種漲價也能夠順利落地。

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