港股异动 | 玖龙纸业(02689)涨超10% 近期发布包装纸涨价通知 机构称估值底部关注修复机会

智通财经网
May 27

智通财经APP获悉,玖龙纸业(02689)涨超10%,截至发稿,涨9.6%,报7.08港元,成交额1.09亿港元。

消息面上,据报道,玖龙纸业旗下东莞、太仓、泉州、重庆、乐山等十大生产基地于5月20日同步发出涨价通知,覆盖瓦楞纸、各类牛卡纸等主要包装纸种,涨价幅度基本都为50元/吨。据渤海证券跟踪数据显示,近期国内瓦楞纸、箱板纸价格稳步上涨,上周价格周环比分别再涨50元/吨和25元/吨。该行认为,短期来看,头部纸企主要生产基地的全面提价,将进一步助力包装纸价格上行。华福证券表示,玖龙发布包装纸涨价通知,目前公司股价对应FY26的PE约7x,估值底部关注修复机会。

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