港股异动 | 玖龙纸业(02689)涨近4% 白卡纸11月涨价200元/吨 旺季包装纸行业景气度有望向上

智通财经
Oct 27

智通财经APP获悉,玖龙纸业(02689)涨近4%,截至发稿,涨3.77%,报5.78港元,成交额4761.5万港元。

消息面上,据中国经营报,近期,国内白卡纸市场迎来新一轮集中调价。包括玖龙纸业在内等多家纸企相继发布涨价函,宣布自2025年11月1日起,旗下白卡纸产品价格统一上调200元/吨。华福证券认为,当前白卡纸价格逐步回暖,但仍处于周期底部,头部企业挺价意愿强烈,行业盈利有望迎来修复。该行认为,随着双11 大促、春节临近,四季度包装需求仍将旺盛,预计Q4箱板瓦楞纸价格有望延续强势。兴业证券认为,Q4是传统需求旺季,叠加成本端有较大支撑,包装纸行业景气度有望向上。

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