玖龙纸业FY2025H1财报点评:业绩符合预期 产销量快速增长 产业链一体化优势体现 期待后续行业景气改善

申万宏源研究
06 Mar

公司发布FY2025H1 财报,业绩表现符合预期。FY2025H1 收入334.65 亿元,同比增长9.3%,销量1140 万吨,同比增长14%。剔除永续债影响后归母净利润6.69 亿元,同比增长128.8%,环比增长39.4%。收入端:产销量高速扩张,价格回落压制收入增长。收入维度,FY2025H1 公司收入334.65亿元,同比增长9.3%,分品类来看,牛卡纸/瓦楞纸/涂布灰底白/白卡纸/文化...

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