智通财经APP获悉，纸业股集体走高，截至发稿，玖龙纸业(02689)涨5.34%，报6.11港元；理文造纸(02314)涨4.18%，报2.99港元。
消息面上，近期，国内多家知名浆纸企业密集发布产品调价通知，涉及白卡纸、铜版卡、食品卡、再生牛卡纸、高强瓦楞纸等多个纸种，调价幅度在50元/吨至200元/吨区间，执行时间主要集中在2025年11月下旬至12月1日。值得关注的是，在经历了长达五年的低迷后，白卡纸行业开始触底反弹。
国金证券指出，受电商备货需求带动，纸企开工率维持高位，在高成本和低库存支撑下，瓦楞及箱板纸价延续前期涨势。11 月以来，白卡纸价持续上涨，且由于行业盈利承压明显、下游包装纸厂补库意愿确定，企业拉涨态度坚决。预计后续纸厂以改善盈利为目标，白卡纸价或将继续稳步上行。
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