异动解读|玖龙纸业盘中上涨5.56%,箱瓦纸淡季逆势大涨叠加永续债回购节省利息

行情直击
Jul 02

7月2日,玖龙纸业盘中上涨5.56%,报7.21港元,成交额8448.41万港元。纸制品板块整体走强,理文造纸涨4.18%,综合环保集团涨5.26%。

消息面上,机构今日发布研报指出,6月造纸行业延续"停机+提价"组合拳,箱板瓦楞纸淡季逆势大涨,提价范围和幅度为近三年淡季罕见。6月第二周箱板纸、瓦楞纸吨价环比分别上涨35元和48元,瓦楞原纸价格较4月低点累计上涨约11%。公司6月29日宣布旗下十大生产基地自7月起全线上调牛卡、瓦楞纸价格50元/吨。此外,公司4亿美元永续债回购已获约99.9%承诺交回,完成后预计每年节省净利息支出约3.45亿元人民币,对应未来两年盈利预测的8%-10%。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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