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港股異動 | 紙業股普漲 理文造紙(2314.HK)漲超5%
格隆匯 09-16 10:05
格隆匯9月16日丨紙業股普漲,理文造紙(2314.HK)漲超5%,玖龍紙業漲2.73%。數據顯示,人民幣兑美元中間價較上日調升397點至6.7825,中間價升值至2019年5月9日以來最高,升幅創2020年4月8日以來最大。分析人士指出,造紙業原材料依賴外國採購為主,或將受益於人民幣升值使得成本降低。麥格理最新發研報指,重申理文造紙“跑贏大市”評級,目標價7港元。雖然正值淡季,但理文造紙自8月起已將產品加價每噸約150-200元人民幣,相信公司再造紙產量提升,將可使其得享成本效益,尤是2021年起,提振作用更加明顯。另外,玖紙將於下週二(22日)公佈2020年度業績,麥格理預測其表現超預期逾10%。

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