港股異動丨紙業股拉昇 多家紙廠實施“升價+停機”雙重策略
港股紙業股集體上升,其中,晨鳴紙業升4.6%,理文造紙升超3%,玖龍紙業升超2%。消息上,近期,玖龍紙業、山鷹國際、理文造紙、五洲特紙等大型紙廠發佈升價函,宣佈在9月初上調部分產品價格。對於進入傳統金九銀十旺季的紙包裝業來説,現在或許是升價的最後窗口。隨着大量新增產能相繼投產,原紙供需平衡惡化,玖龍們很難維持住風雨飄搖的紙業市場。此外,9月2日 ,山鷹紙業發佈國慶期間停機檢修計劃,停機涉及山鷹國際旗下安徽、浙江、華中、福建、廣東、吉林多個基地的12條紙線,停機時長4-8天不等,停機時間集中在9月29日-10月6日期間。(格隆匯)

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