港股异动 | 玖龙纸业涨超8%，纸业近期迎来密集调价潮，公司本月已发布四轮涨价函
7月24日，玖龙纸业盘初涨超8%，纸业近期迎来密集调价潮，公司本月已发布四轮涨价函。
消息面上，纸业近期迎来密集调价潮。7月初以来，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。据悉，玖龙纸业多个生产基地宣布将在8月1日起上调瓦楞纸、再生牛卡纸30元/吨。这是该纸企自7月1日、7月10日之后、7月12日发布的第四轮涨价函。
国泰君安指出，目前各主要纸种价格、盈利均处于较低水平，开工率和库存水平短期相对稳定，长期来看造纸行业供过于求局面自2020年以来有所加剧，导致纸企多采取以价换量、抢占份额的竞争策略，造纸环节盈利压力较大。该行指出，新版国标加强了能耗限制，尤其对现有产能能耗限制有明显提升，头部纸企新旧产能较中小纸企存量产能均有明显优势，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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