港股异动 | 纸业股全线上涨 玖龙纸业(2689.HK)涨超5%领涨
格隆汇11月3日丨纸业股全线上涨,玖龙纸业(2689.HK)涨超5%领涨,理文造纸涨近5%,晨鸣纸业涨超3%。国家统计局的相关监测显示,今年10月中旬与10月上旬相比,纸浆价格上涨15.9元(人民币,下同),涨幅0.4%;瓦楞纸价格上涨41.8元,涨幅1.1%。瓦楞纸方面,与去年10月中旬的3,325元/吨的价格相比,上涨383.5元,同比涨幅11.53%。此外据悉,福建泉州玖龙纸业10月26日起,A级废黄纸皮价格上调30元/吨,不带票到厂价格为2200元/吨。汇丰研究曾发研报指,上调玖龙纸业2021至2022财年盈利预测10%及7%,以反映每吨毛利率上升的预期,目标价升至12.5港元,维持“买入”评级。

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