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港股異動丨晨鳴紙業漲逾4% "禁塑令"或推高白卡紙價
格隆匯 04-08 15:09
格隆匯4月8日丨晨鳴紙業(1812.HK)漲逾4%,報3.07港元,總市值89億港元。今年以來“禁塑令”再次升級,對其替代性最大的白卡紙開始引發關注。有券商分析認為,隨着相關政策的陸續實施,白卡紙價格有望進一步提高。作為造紙行業龍頭,晨鳴紙業擁有200萬噸白卡紙產能,有望從中獲益。據悉,目前晨鳴紙業白卡紙產品的市場佔有率約20%。花旗發表最新報告,預計受惠消費改善,內地紙價將在第二季保持上行。該行認為,根據中國再生紙網的數據,3月30日以來國內廢瓦楞紙價格累計上漲300至400元人民幣/噸,即使自3月下旬以來複蘇步伐緩慢,但國內消費有所改善,推高紙價。
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