摩根士丹利研报指出,玖龙纸业(02689.HK) 预计2026年上半年净利润将按年增216%至231%,达到21.5亿至22.5亿元人民币(下同),略高于该行预测的20亿元,总体大致符合预期。该行预测,集团2026全年业绩稳健,上半年对造纸商而言是传统消费淡季,期间或意味着纸价会有小幅修正。但大摩认为集团优化的产品结构及更佳的成本表现,应能缓冲消费淡季需求放缓的影响,从而为集团带来全年盈利稳健。...
Source Link摩根士丹利研报指出,玖龙纸业(02689.HK) 预计2026年上半年净利润将按年增216%至231%,达到21.5亿至22.5亿元人民币(下同),略高于该行预测的20亿元,总体大致符合预期。该行预测,集团2026全年业绩稳健,上半年对造纸商而言是传统消费淡季,期间或意味着纸价会有小幅修正。但大摩认为集团优化的产品结构及更佳的成本表现,应能缓冲消费淡季需求放缓的影响,从而为集团带来全年盈利稳健。...
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