港股异动 | 纸业股多数走低 供大于求格局难以扭转 机构料纸价或延续承压运行

中金财经
Sep 22
  智通财经APP获悉,纸业股多数走低,截至发稿,玖龙纸业(02689)跌2.9%,报6.02港元;理文造纸(02314)跌2.55%,报3.44港元。   消息面上,据卓创资讯消息,截至9月17日,中国瓦楞纸行业理论月度毛利率环比下滑1.48个百分点,行业盈利水平进一步承压。月内成本与纸价虽同步下跌,但瓦楞纸价格跌幅明显大于成本跌幅,成为毛利率持续收窄的核心驱动。9月底前供大于求格局难以扭转,纸价或延续承压运行,行业理论毛利率仍存进一步收窄预期。展望后市,9月底前瓦楞纸市场仍将面临供需双弱格局。   

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