港股異動 | 紙業股漲幅靠前 券商指紙價回升企業盈利有望持續回暖
格隆匯10月11日丨理文造紙(2314.HK)現漲4.19%,報4.23港元,暫成交964.5萬港元,最新總市值185億港元。同板塊中玖龍紙業(2689.HK)漲近3.4%、晨鳴紙業(1812.HK)漲近1%。消息面上,理文造紙昨日以4.06-4.09港元,耗資417.74萬港元回購102.3萬股。華創證券指,2019年前三季度造紙行業盈利下滑,18年Q4以來紙價下跌,2019年H1紙價相對低位,Q3紙價有所回升,工業紙企業盈利回升。隨着機制紙價格迎來旺季提價,企業盈利有望持續回暖。
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