港股异动 | 造纸股拉升晨鸣纸业涨3.8% 机构指下半年造纸板块盈利有望改善
格隆汇9月10日丨造纸板块持续拉升,晨鸣纸业(1812.HK)涨3.87%、玖龙纸业(2689.HK)涨2.83%、理文造纸(2314.HK)涨0.7%。东方证券研报指,由于三季度木浆价格仍呈下跌走势,且收入端文化纸供需关系相对稳定,9月文化纸提价落地,文化纸盈利有望持续扩张,木浆系纸品盈利预计将稳步提升,第三、四季度造纸板块盈利有望逐季改善。造纸行业当前正处于周期底部,短期内,以文化纸为主的木浆系纸企盈利年内有望逐季改善;未来1-2年,国废价格有望因废纸缺口显现而上涨,利好原材料自供的企业。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.