港股異動 | 紙業股全線上漲 玖龍紙業(2689.HK)漲超4%
格隆匯8月13日丨紙業股全線上漲,玖龍紙業(2689.HK)漲超4%,晨鳴紙業、陽光紙業漲超2%,理文造紙漲超1%。據悉,自8月1日起將生產的箱板紙系列上漲100/噸後,近日山鷹紙業再次上調產品價格,並將漲價範圍擴大到瓦楞紙、白紙系列。原材料成本上漲,助推紙板價格上升。此外,鄭州中宇包裝材料有限公司等多家河南紙板廠8月9日起,紙板價格上調7%。花旗近日發報吿指,理文造紙上半年股東應占純利19.4億港元,略高於該行預測。該行將其2021年至2023財年的利潤預測提高了4%至6%,因上調箱板紙的利潤率預測;目標價上調至8.6港元,維持“買入”評級。但在造紙業中,該行更偏好玖龍紙業,因具有更高的銷量增長前景。

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