智通财经APP获悉，纸业股涨幅居前，截至发稿，理文造纸(02314)涨3.81%，报2.45港元；玖龙纸业(02689)涨2.92%，报3.53港元；阳光纸业(02002)涨2.56%；晨鸣纸业(01812)涨1.37%，报0.74港元。
消息面上，据金融界此前消息报道，7月4日起，玖龙纸业、山鹰纸业等多家大型造纸企业同步启动价格上调措施，此轮价格调整呈现明显的集中性特征。各家企业调价幅度基本保持一致，均为30元/吨。调价时间高度同步，主要集中在7月4日至5日期间。另据蓝鲸新闻7月14日报道，玖龙纸业自7月15日起东莞基地地龙牌瓦楞纸价格上调30元/吨(USD4元)；玖龙纸业泉州基地自7月15日起，泉州基地瓦楞纸上调30元/吨。
国泰海通指出，当前造纸行业竞争激烈、盈利压力大，行业产能增长加速，过剩情况将进一步加剧。但同时落后产能持续亏损也加快了行业供给端出清，推动纸价和纸企盈利大幅度提升。新版国标加强了能耗限制，头部纸企新旧产能具明显优势，或催化行业进入新一轮供给端出清周期，同时新建产能更难满足1级能耗等级要求，有望提高投产成本或减少新投产能。
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