纸业股拉升 玖龙纸业盘初涨超7% 行业减产+涨价

格隆汇
Jan 04

12月29日,港股纸业股盘初拉升,其中,玖龙纸业一度涨超7%领衔,晨鸣纸业、理文造纸涨约3%,阳光纸业跟涨。  消息上,近期,造纸行业的核心新闻集中在供给端收缩。多家大型纸企明确表示未来将主动减产或放缓扩产节奏,行业新增产能压力明显减轻。同时,部分纸种开始酝酿或实施提价,释放出“稳价而非拼量”的信号。整体需求并未明显回暖,但由于供给减少、库存压力下降,行业供需关系正在改善。这种“停机+涨价”的并存...

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