港股異動 | 紙業股拉昇 廢紙回收價格上漲20% 機構認為造紙龍頭迎來黃金期
格隆匯7月2日丨港股紙業股逆勢拉昇上揚,理文造紙、玖龍紙業均大漲9.5%,晨鳴紙業漲3.5%,陽光紙業漲近3%。近期,廢紙資源出現供不應求的局面,廢紙回收價比去年同期增長了約20%。業內人士介紹,在箱板瓦楞紙的原材料當中,廢紙的比例一般都佔到85%以上。目前,市場上不少箱板瓦楞紙的經銷商庫存積壓,抑制了紙價上漲。分析人士判斷,下半年需求旺季來臨,廢紙回收價或許將迎來新一輪的上漲空間。華創證券認為,強者愈強,造紙龍頭投資黃金期到來。2021年全年維度看廢紙緊缺確定性較高,國廢價格和成品紙價格均有望迎來上漲。

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