金吾财讯 | 玖龙纸业(02689)早盘股价逆市走高，截至发稿，报3.32港元，涨5.06%，成交额2113.29万港元。消息面上，银河证券表示，整体来看，当前浆纸产业需求端表现较弱，叠加产能集中投放，供需矛盾持续承压，价格端不断下行。后续伴随近期集中发布的经济政策陆续落地，以及未来的政策进一步发力，整体经济及终端需求有望得到改善，届时有望开启新一轮上升周期。同时，5月中下旬后的浆价下行预计将带动24Q4报表端改善。
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