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A股异动丨部分纸业股拉升 玖龙纸业(2689.HK)涨超5%
格隆汇 12-23 11:30
格隆汇12月23日丨港股部分纸业股强势拉升,玖龙纸业涨5.66%,理文造纸涨4.6%,惟阳光纸业跌2%。玖龙纸业太仓工厂发布2021年春节停机计划,影响产能约8.4万吨,明显多于去年同期的3.7万吨。中金指出,考虑到需求的旺盛和成本端废纸短缺,1Q21箱板纸价格坚挺程度有望超越市场预期,玖龙纸业延长停机天数,有望进一步缓释春节后库存压力,为节后提涨价格做好铺垫。随着出口维持旺盛,2021年箱瓦纸需求有望整体向好,新增供给不多,行业供需面有望改善。

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