港股概念追踪|特种纸行业密集提价 机构看好纸企提价带来业绩弹性(附概念股)

智通财经
Mar 03

近期多家纸企集中上调白牛皮纸类产品价格。

其中,太阳纸业五洲特纸均计划自3月5日起,对旗下白牛皮纸产品价格在目前执行价格基础上,统一提价300元/吨。

数据显示,今年以来白牛皮纸市场相对平稳,目前山东地区白牛皮纸市场价格约7200-7400元/吨。

智通财经APP获悉,有业内人士认为,元宵节后牛皮纸市场供需面逐渐恢复,牛皮纸市场价格有望稳中上涨。

中国银河指出,头部企业挺价意愿强烈。2026年初造纸行业挺价意愿强烈,头部纸企借“一函多涨”强化预期,玖龙纸业八大基地2月25日起包装纸提价50元/吨,APP等巨头春节后白卡纸提价200元/吨,涨价函正逐步落地。

行业同步呈现“扩产+技改”双线布局,生活用纸领域五洲特纸、湖北金博士分别拟新增5万吨/年、6万吨/年产能,卡位消费升级与“以纸代塑”机遇;包装纸领域蚌埠三星纸业推进15万吨/年再生特种纸技改,提升自动化与能效,优化产能结构。

中金发布研报称,造纸产业链目前呈现“资源端高度集中,加工端分散博弈”特征,纸浆作为稀缺禀赋资源品、掌握强定价权。当前中国纸企已步入存量博弈成熟期,单纯靠资本开支驱动的增长难以为继,战略核心已转向利用自有纤维对冲金融属性强的浆价波动。

特种纸业板块相关港股:

玖龙纸业(02689)、晨鸣纸业(01812)、理文造纸(02314)

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