港股異動 | 人民幣升值+紙價上漲 港A兩市紙業股普漲
格隆匯1月9日丨港A兩市紙業股普漲,港股中,晨鳴紙業(1812.HK)漲近4%,理文造紙漲近2%。A股中,美利雲漲停,中順潔柔漲逾4%,博彙紙業漲逾3%,晨鳴紙業、太陽紙業漲逾1%。離岸人民幣兑美元升破6.92關口,日內漲近200個基點,報6.9188。在岸人民幣兑美元升至6.9215,逼近6.92關口。由於中國的龍頭造紙企業使用的紙漿及廢紙有一半來自於海外,人民幣升值,進口紙漿和廢紙等原料價格將顯著下降,利好紙業股。此外,近期多家紙企先後宣佈上調產品價格,山西證券指出,受環保成本增加及生產運營成本居高不下的影響,紙業龍頭紛紛提價。廢紙供應缺口疊加庫存低位因素,預計廢紙價格將進入上漲通道。
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