Tiger Brokers

纸业股多股走高 玖龙纸业(02689)涨5.71%、理文造纸(02314)涨4.53%

金吾财讯
Jul 02

金吾财讯 | 港股纸业股多股走高，截至发稿，玖龙纸业(02689)涨5.71%，综合环保集团(00923)涨5.26%，理文造纸(02314)涨4.53%，建发新胜(00731)涨3.75%。消息面上，中国银河证券表示，瓦楞纸价格持续上行，龙头企业集中停机收缩供给。2026年6月25日，中国阔叶浆、针叶浆日度均价分别为4425.53、4742.31元/吨，同比分别+7.96、-18.99%。中国主港市场ARAUCO针叶浆(银星)、ARAUCO阔叶浆(明星)日度外盘价分别为670、590美元/吨，同比分别-6.94%、+5.36%，环比分别持平以及-3.28%。2026年1~5月，中国木浆表观消费量累计值为17186万吨，同比+7.08%；5月单月为3379万吨，同比-2.56%，环比-2.56%。中国阔叶浆、化机浆产量分别为62.6、43.8万吨，同比分别+35.21%、+13.47%；；进口量分别为72.43、12.44万吨，同比分别+10.36%、+0.38%，环比分别-2.46%、-20.4。青岛港纸浆库存量为152.1万吨，环比-2.5万吨，同比+11.3%；常熟港纸浆库存量为63万吨，环比-2万吨，同比+18.9%。该机构指，2026年6月，造纸行业延续“停机+提价”组合拳，箱板瓦楞纸淡季逆势大涨。龙头企业协同大规模停机检修收缩供给，涉及瓦楞、箱板纸等多纸种，进一步改善供需关系，为纸价上涨提供底部支撑。

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