7月23日,港股纸业股盘中拉升,玖龙纸业涨近9%,理文造纸涨超5%,晨鸣纸业、阳光纸业跟涨。
消息上,日前, 玖龙纸业再度宣布涨价,涨幅为30元/吨。这是该纸企自7月1日、7月10日之后发布的第三轮涨价函,原因依旧是“营运成本上涨”。其中,重庆玖龙7月18日起对瓦楞纸涨价30元/吨,东莞玖龙7月23日起对再生牛卡涨价30元/吨,天津/河北玖龙自7月23日起对再生牛卡涨价30元/吨。此外,太仓玖龙、泉州玖龙7月23日起对再生牛卡涨价30元/吨,乐山玖龙7月22日对瓦楞纸涨价30元/吨。
除了玖龙纸业之外,包装纸行业另一龙头企业—— 山鹰国际也发布涨价函称:为缓解成本上张带来的经营压力,自7月24日起,浙江/安徽/华中/广东基地对T纸价格上调30元/吨,福建基地对红杉Ⅱ价格上调30元/吨。
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