港股異動 | 紙業股大漲 晨鳴紙業(1812.HK)漲近6%
格隆匯7月6日丨紙業股大漲,陽光紙業(2002.HK)漲6.93%、晨鳴紙業(1812.HK)漲5.99%、理文造紙(2314.HK)漲5.87%。光大證券指,截至7月3日,銅版紙市場均價5190元/噸,較上週上漲20元/噸。白卡紙均價5560元/噸,較上週漲200元/噸;白板紙市場價3918元/噸,較上週上漲170元/噸;箱板紙均價4267元/噸,較上週上漲250元/噸。上週文化紙和包裝紙價格進一步上升,隨着下半年需求的逐步恢復,整體紙價的進一步回升可期。建議從長期角度關注龍頭公司的投資價值。

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