港股异动 | 纸业股盘初上涨,建发新胜涨近7%!纸企龙头发起新一轮涨价潮

老虎资讯综合
Aug 05, 2025

8月5日,港股纸业股盘初上涨,建发新胜涨近7%,玖龙纸业理文造纸涨超4%。

消息上,刚进入8月,造纸行业便迎来一轮涨价潮。玖龙纸业、理文造纸、山鹰国际等龙头企业近日相继发布涨价函,宣布自8月1日起上调多款产品价格。这已是7月以来包装纸行业发起的第四轮涨价,显示出行业调价频率明显加快。

今年以来,造纸企业已在1月—3月和5月进行过两轮提价,而本轮主要是包装纸价格上涨。原材料、能源及物流等成本上升成为此轮涨价的主要推动因素。业界认为,纸企近期连番发涨价函拉涨纸品出厂价格,可看作是包装纸行业对今年以来不断下探的市场行情的一次“反攻”。

此次涨价潮对造纸行业上市公司而言,短期内有助于缓解成本压力,但长期的行业健康发展仍需解决产能过剩、需求提振以及规范市场竞争等多方面问题。

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