A股異動丨部分紙業股拉昇 玖龍紙業(2689.HK)漲超5%
格隆匯12月23日丨港股部分紙業股強勢拉昇,玖龍紙業漲5.66%,理文造紙漲4.6%,惟陽光紙業跌2%。玖龍紙業太倉工廠發佈2021年春節停機計劃,影響產能約8.4萬噸,明顯多於去年同期的3.7萬噸。中金指出,考慮到需求的旺盛和成本端廢紙短缺,1Q21箱板紙價格堅挺程度有望超越市場預期,玖龍紙業延長停機天數,有望進一步緩釋春節後庫存壓力,為節後提漲價格做好鋪墊。隨着出口維持旺盛,2021年箱瓦紙需求有望整體向好,新增供給不多,行業供需面有望改善。

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