智通财经APP获悉，玖龙纸业(02689)涨近5%，截至发稿，涨4.89%，报5.58港元，成交额3630.1万港元。
消息面上，近期，包括玖龙纸业在内的多家大型纸厂发布涨价函，宣布在9月初上调部分产品价格。值得关注的是，自8月份至今，国内纸厂普遍进行了多轮涨价。渤海证券表示，短期内，看好国内包装纸价格继续走强，有利于带动包装纸企业盈利改善与估值修复。
华安证券此前指出，自2020年以来，造纸行业供过于求局面有所加剧，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。在国家“反内卷”的大背景下，或同供给侧结构性改革，有望推动包装纸行业落后产能退出，使得供需匹配，带动纸价上涨，纸企盈利提升。
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