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NINE DRAGONS PAPER (HOLDINGS) LIMITED 2021-02-22T12:46 財經茄呢啡 玖龍紙業(2689)是產銷包裝紙板產品的龍頭股,早年擴充規模搶佔市場佔有率後,近年已積極減債,目前進入盈利上升周期。
NINE DRAGONS PAPER (HOLDINGS) LIMITED 2020-10-21T10:19 財經茄呢啡 摩根大通認為,隨著未來內地新增產能增長放緩,進口的影響下降,以及限塑令可能加速需求增長,內地包裝紙毛利有望持續擴張。摩根大通予玖龍紙業(2689)目標12元,相當於預測市盈率9倍,屬歷史平均水平。
NINE DRAGONS PAPER (HOLDINGS) LIMITED 2020-10-21T10:18 財經茄呢啡 玖龍紙業(2689)為了應對原料壓力,確保生產成本優勢,投入資本開支調整原料結構,開闢國內外替代原料供應渠道,而目前集團海外備有15萬噸木漿及70萬噸再生漿年產能,並正在湖北興建內地第一個漿紙一體化項目,以及計劃在瀋陽增加木漿年產能,預計到2022年底前,木漿及再生漿總設計年產能將超過200萬噸。
NINE DRAGONS PAPER (HOLDINGS) LIMITED 2020-02-20T11:03 財經茄呢啡 原材料紙股繼續受捧,玖紙(2689)升逾7%。玖紙上升動力強,結果昨天以大成交升破8.3元阻力後愈升愈有,高見8.87元,收報8.8元。走勢上,玖紙一口氣升抵8.8元,該水平阻力不輕,宜待突破企穩或回調吸納,前阻力8.3元變成支持位。

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