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港股異動 | 紙業股拉昇 玖龍紙業、理文造紙均漲6%
格隆匯 01-14 14:04
格隆匯1月14日丨 港股紙業股午後快速拉昇,玖龍紙業、理文造紙均漲6%,陽光紙業轉漲,晨鳴紙業跌幅收窄。
自進入冬季以來,板材行業頻繁停限產,各種原材料價格呈現一漲再漲態勢。日前多家裝飾紙企業發佈漲價函,每噸提價800-1000元不等。
匯豐環球研究指出,2021年是一個特殊的年份。該行相信隨着廢紙進口被禁止(從2021年開始),紙業公司的利潤率的擴大可能會繼續下去。因供應緊張推動利潤率提升,上調玖龍紙業、理文造紙目標價,均維持“買入”評級。

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