纸业股拉升 理文造纸发盈喜大涨超12%

格隆汇
Jul 21

7月21日,理文造纸(02314.HK)发盈喜后股价大涨超12%,带动港股纸业板块整体走强,玖龙纸业涨6.5%,阳光纸业涨超2%。

消息上,理文造纸预计截至2026年6月30日止6个月中期盈利约13.3亿至13.9亿港元,同比增长64%至71%,主要得益于边际利润上升。

2026年造纸行业正式纳入全国碳排放权交易市场管理。若碳排放政策落地,有望加速中小产能出清和行业供需改善,利好具备规模优势和浆纸一体化布局的头部纸企。三季度是淡旺季转折期,中秋、国庆订单有望于8月中下旬陆续释放,对需求形成进一步催化。

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