智通财经APP获悉，玖龙纸业(02689)跌超4%，截至发稿，跌4.11%，报3.03港元，成交额1058.64万港元。
大河发布研报称，截至去年9月底止2025年首财季玖龙纸业表现疲弱，仅仅达到收支平衡，该行预期次财季可有较强劲复苏，除受到刺激经济措施的提振外，亦因季节性效应及出口订单前置需求的推动，预期截至去年12月底止次财季可能是公司历年来销量及盈利最强劲的季度。但由于订单增加得较晚，相信只有去年11月和12月的复苏会较明显，仍预期2025上半财年实现经调整每吨净利约45元。考虑到产品每吨利润的复苏放缓，该行将公司2025至2026财年每股盈利预测下调17%至34%，将其目标价由4.5港元降至4港元。
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