據報內地多間紙企加價 玖紙(02689.HK)漲一成 理文造紙(02314.HK)升7%
內媒報道,內地多間紙企於7月初以來啟動價格上調措施。港股紙業股造好,玖龍紙業(02689.HK)今日(24日)高開6.3%報4.24元後,早段曾升11.3%高見4.44元。現報4.39元,升10%,成交4,950.55萬股,涉資2.13億元。理文造紙(02314.HK)現升7%報2.9元,成交2,550.1萬股,涉資7,286.5萬元。晨鳴紙業(01812.HK)現報0.73元,升2.82%,成交318.38萬股,涉資230.51萬元。
當中,玖龍紙業多個生產基地將在8月1日起上調瓦楞紙、再生牛卡紙每噸30元人民幣(下同),為該公司自7月1、10及12日發布的第四輪漲價函。花旗預期,玖紙下半年紙漿成本降,而基於成本節省預測,估計玖紙盈利能力有所提升,對其評級從「中性」上調至「買入」,目標價從3.6港元上調至6.2港元,將其2025至2027財年盈利預測上調36%至58%。
另一包裝紙行業龍頭企業山鷹國際(600567.SH)亦加價,指為緩解成本上張帶來的經營壓力,自7月24日起,浙江、安徽、華中及廣東基地對T紙價格上調每噸30元,福建基地對紅杉Ⅱ價格上調每噸30元。
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