异动解读 | 提价及停机检修提振市场,玖龙纸业盘中大涨6.01%

异动解读
Jun 01

玖龙纸业(02689)今日盘中股价大幅上涨6.01%,表现强势。

消息面上,据市场资料显示,五月底,玖龙纸业、山鹰纸业等大型纸企纷纷宣布上调部分瓦楞纸、箱板纸价格,单次调价幅度为50元/吨,并同步计划于5月底至6月初开展停机检修,市场价格上行氛围持续升温。渤海证券对此研究指出,短期来看,头部纸企主要生产基地的全面提价,将进一步助力包装纸价格上扬。

此次提价与检修计划相结合,被市场解读为行业供需格局有望改善的信号,从而增强了投资者对玖龙纸业等龙头纸企盈利前景的信心,推动其股价在交易时段内显著走强。

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