港A兩市紙業股走低,晨鳴紙業(1812.HK)跌逾3%
格隆匯9月14日丨港A兩市紙業股走低,港股中,晨鳴紙業跌逾3%,理文造紙、玖龍紙業跟跌;

A股中,博彙紙業跌逾3%,岳陽林紙、晨鳴紙業跌逾2%,山鷹國際、安妮股份、太陽紙業均跌逾1%。

據悉,隨着開學季、中秋國慶雙節陸續到來,造紙行業期待的金九銀十“文化紙旺季”正式來臨。雖然行業剛剛集體交出了非常亮眼的半年業績,可自二季度起出現的文化紙價格下挫,以及即便行業聯手也一度難挽的頹勢和價格觸底,無形中也為這個傳統旺季增添了一絲隱憂,目前整個市場觀望氛圍濃厚。
西南證券行業分析人士表示,進入三季度,文化紙、白卡紙下行幅度超過漿價,廢紙系價格保持堅挺,預計文化紙企第三季度盈利能力環比會有所回落,包裝紙盈利相對穩定。
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