汇丰研究发表报告指，中资纸业股年初至今股价累跌约8%，表现跑输恒生国企指数同期表现(升约19%)，主要因产能过剩问题持续，加上需求疲弱令价格承压，导致库存水平较高。但到5月，行业的平均利润率因煤炭及纸浆价格下降而略有恢复，料亏损的纸业企业数量已达到高峰。报告又指，近期行业有正面进展，包括本地及出口需求恢复，产能扩张已接近尾声，以及平均售价下行空间有限等。但该行认为仍然需要看到需求显著恢复和供应显著...
Source Link汇丰研究发表报告指，中资纸业股年初至今股价累跌约8%，表现跑输恒生国企指数同期表现(升约19%)，主要因产能过剩问题持续，加上需求疲弱令价格承压，导致库存水平较高。但到5月，行业的平均利润率因煤炭及纸浆价格下降而略有恢复，料亏损的纸业企业数量已达到高峰。报告又指，近期行业有正面进展，包括本地及出口需求恢复，产能扩张已接近尾声，以及平均售价下行空间有限等。但该行认为仍然需要看到需求显著恢复和供应显著...
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