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港股異動 | 紙業股全線上漲 玖龍紙業(2689.HK)漲超5%領漲
格隆匯 11-03 10:15
格隆匯11月3日丨紙業股全線上漲,玖龍紙業(2689.HK)漲超5%領漲,理文造紙漲近5%,晨鳴紙業漲超3%。國家統計局的相關監測顯示,今年10月中旬與10月上旬相比,紙漿價格上漲15.9元(人民幣,下同),漲幅0.4%;瓦楞紙價格上漲41.8元,漲幅1.1%。瓦楞紙方面,與去年10月中旬的3,325元/噸的價格相比,上漲383.5元,同比漲幅11.53%。此外據悉,福建泉州玖龍紙業10月26日起,A級廢黃紙皮價格上調30元/噸,不帶票到廠價格為2200元/噸。匯豐研究曾發研報指,上調玖龍紙業2021至2022財年盈利預測10%及7%,以反映每噸毛利率上升的預期,目標價升至12.5港元,維持“買入”評級。

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