智通财经APP获悉，纸业股跌幅居前，截至发稿，玖龙纸业(02689)跌7.36%，报7.3港元；晨鸣纸业(01812)跌6.45%，报1.16港元；理文造纸(02314)跌5.56%，报3.57港元。
消息面上，据卓创资讯，3月上旬瓦楞纸价格已经高于2月份，与季节性规律发生背离。3月中下旬，虽然规模纸厂仍在继续发布相关涨价计划，但市场供应继续恢复，纸厂开工负荷率预计将恢复至正常水平，叠加3月处于消费相对淡季，需求增量有限，终端表现不佳或使得下游拿货积极性进一步减弱，纸厂库存压力或有增加，市场供需矛盾凸显，价格存在转弱风险。
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