金吾财讯 | 纸业股普升，截至发稿，玖龙纸业(02689)涨8.82%，理文造纸(02314)涨4.71%，晨鸣纸业(01812)涨3.23%，阳光纸业(02002)涨0.51%。
消息面上，据证券时报消息，玖龙纸业、理文造纸、山鹰国际等龙头企业近日相继发布涨价函，宣布自8月1日起上调多款产品价格。这已是7月以来包装纸行业发起的第四轮涨价，显示出行业调价频率明显加快。今年以来，造纸企业已在1月—3月和5月进行过两轮提价，而本轮主要是包装纸价格上涨。总的来说，本轮涨价的直接推手是原材料、能源及物流成本的持续攀升。
兴业证券表示，目前纸价和浆价均处在历史底部，下跌空间较小，随四季度进入传统旺季，浆价纸价均有望向上，带来行业基本面改善。2023-2025年是行业产能扩张期，2026年开始新增产能节奏放缓，叠加反内卷政策加持，造纸行业有望迎来底部向上。
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