瑞银发表研究报告指,玖龙纸业(02689.HK) 近期成本压力升温,受全球能源市场趋紧及印尼削减配额影响,该行将2026至28年秦皇岛港口标准煤价格预测上调至每吨750元、720元及670元人民币。整体而言,该行预计能源价格冲击将导致每吨成本平均上涨约15至20元人民币。由于玖龙纸业每吨纸消耗约0.26吨煤炭,加上油价冲击或进一步推高物流成本,预计能源价格上涨将令公司6月底止2026下半财年盈利...
Source Link瑞银发表研究报告指,玖龙纸业(02689.HK) 近期成本压力升温,受全球能源市场趋紧及印尼削减配额影响,该行将2026至28年秦皇岛港口标准煤价格预测上调至每吨750元、720元及670元人民币。整体而言,该行预计能源价格冲击将导致每吨成本平均上涨约15至20元人民币。由于玖龙纸业每吨纸消耗约0.26吨煤炭,加上油价冲击或进一步推高物流成本,预计能源价格上涨将令公司6月底止2026下半财年盈利...
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