港股异动|纸业股下跌人民币汇率走弱
格隆汇8月1日丨纸业股下跌,其中理文造纸(2314.HK)、玖龙纸业(2689.HK)和阳光纸业(2002.HK)均跌2.5%左右。随着美联储降息的同时释放鹰派信号,美元指数飙升至近两年新高,今天,人民币对美元即期汇率开盘即跌破6.91关口报6.9150,这一开盘价较前日收盘价贬值了295个基点,不过随后即期汇率收复部分失地,一度收复6.90关口。由于中国的龙头造纸企业使用的纸浆及废纸有一半来自于海外,人民币兑美元下跌,进口纸浆和废纸等原料价格将显著上涨,给中国造纸业构成一定压力。
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