智通财经APP获悉，玖龙纸业(02689)涨超4%，截至发稿，涨4.05%，报8.73港元，成交额7376.66万港元。
消息面上，近日，玖龙纸业发布业绩盈喜预告，申万宏源指出，公司FY26H1净利润21.5-22.5亿元，同比增长216%-231%，剔除永续债利息后归母净利润19.5-20.5亿元，同比增长315%-337%，业绩超预期。该行认为，公司主要受益于浆纸一体化效果显著，截至FY26H1末公司拥有543万吨木浆产能，预计FY27再投产200万吨化学浆，木浆自给率提升带来显著成本优势。
该行续指，2025H2以来箱板瓦楞纸、白卡纸价格触底回升，其中箱板纸均价环比上涨33元/吨至3648元/吨，白卡纸价格较8月底部上涨309元/吨至4239元/吨。公司凭借1713万吨箱板瓦楞纸和300万吨白卡纸产能，充分受益于行业供需改善。文化纸虽价格下行，但受益于浆纸一体化优势，盈利保持稳定。
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