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港股異動 | 紙業股全線下跌 理文造紙(2314.HK)跌4%
格隆匯7月21日丨紙業股全線下跌,理文造紙(2314.HK)跌約4%領跌,玖龍紙業跌3.76%,陽光紙業、晨鳴紙業跟跌。當前紙價仍然在持續下探。生意社數據顯示,截至7月20日,國內白卡紙市場價為7000元/噸,自4月21日10200元/噸價格高點以來,累計跌幅超過31%。高盛最新發研報指,將玖龍紙業及理文造紙評級由“買入”下調至“中性”,以反映減碳勢頭下成本優勢褪色。高盛料玖紙及理紙這類完全依賴火電及沿海城市敞口較大的紙企,未來數年面對能源成本上升,以及不同省份減碳力度不均,成本難以轉嫁下,將面對更大負面影響。高盛相應下調玖紙及理紙2021至2023財年盈測介乎27%至35%,玖紙目標價由16.5港元降至11.2港元,理紙目標價由9港元降至6.8港元。

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