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Paper 2024-02-03T11:50 財經茄呢啡 部分紙業股逆市上升。其中,玖龍紙業漲4.83%,陽光紙業漲2.55%,理文造紙漲1.46%。催化因素上,近期,文化紙市場迎來2024年首次提價。據獲悉,晨鳴紙業、太陽紙業同日宣布,自2月1日起,將文化紙產品價錢調高100元/噸;自3月1日起,文化紙產品價錢將在2月份漲價基礎上再度調漲200元/噸。同一時間,多家中小紙企近期也公布了文化紙漲價通知,漲價幅度100-200元/噸不等。
Paper 2024-01-23T12:11 財經茄呢啡 智通財經APP獲悉,紙業股延續跌勢,截至發稿,晨鳴紙業跌5%,報1.71港元;理文造紙跌4.81%,報1.98港元;玖龍紙業跌3.83%,報3.01港元。
Paper 2024-01-11T12:07 財經茄呢啡 智通財經APP獲悉,紙業股跌幅靠前,截至發稿,陽光紙業跌8.71%,報2.2港元;玖龍紙業跌2.76%,報3.17港元;理文造紙跌0.99%,報2.01港元。
Paper 2024-01-02T12:09 財經茄呢啡 浙江榮晟環保紙業股權有限公司位於浙江平湖經濟開發區鎮南東路588號,公司重要業務包括生態造紙、環保熱電、綠色包裝、實業投資、新能源新材料五大板塊,重要產品有高檔疲軟箱板紙、高強瓦楞原紙、高密度紙板、電商紙板、功能化紙箱、電力、蒸汽等。公司在國內包裝市場處於領先地位,擁有百余項授權專利,透過自主創新和技術合作,提高技術工藝和產品標准的國際化水平。
Paper 2023-12-16T12:09 財經茄呢啡 紙業股也漲幅居前,理文造紙漲15.61%,玖龍紙業漲6.83%,晨鳴紙業漲3.59%。消息面,理文造紙於14日斥資約154萬港元回購75.7萬股。中金認為,展望2024年,造紙行業需求有望延續溫和的復蘇節奏,產能釋放高峰期整體進入尾聲,成本端木漿、廢紙、煤炭價錢則以溫和震動為主,行業利潤有望穩步修復。該行預估2024年文化紙需求穩中小增,包裝紙和特種紙需求延續中個位數修復。
Paper 2023-11-25T12:09 財經茄呢啡 智通財經APP獲悉,紙業股多數上揚,截至發稿,玖龍紙業漲4.18%,報4.24港元;理文造紙漲2.84%,報2.17港元;陽光紙業漲1.53%,報2.66港元;晨鳴紙業漲0.91%,報2.21港元。
Paper 2023-09-19T12:03 財經茄呢啡 雖然兩只紙業股今年以來股價跑贏大市,但兩者市盈率估值仍接近歷史低位。該行估計,隨著供給不斷強化,玖龍紙業將重點轉向盈利能力,而需求恢復應在4月份加速,將有幫推動紙張盈利恢復。該行將兩只紙業股2022至2025財年盈利估計調低25至67%,以反映2022財年盈警和更新的紙張盈利率前景,並將玖龍紙業目標價由11.5元調低13%至10元,而理文造紙目標價由6.8元調低14.7%至5.8元。
Paper 2023-08-29T12:09 財經茄呢啡 智通財經APP獲悉,紙業股今天普漲,截至發稿,理文造紙漲5.39%,報3.91港元;玖龍紙業漲1.73%,報7.07港元;晨鳴紙業漲1.49%,報2.73港元;陽光紙業漲0.93%,報2.16港元。
Paper 2023-06-15T12:16 財經茄呢啡 紙業股自去年 11 月至今持續走強,今天集體回調。截至發稿,理文造紙 ( 02314.HK ) 跌 5.16%,報 3.49 港元;玖龍紙業 ( 02689.HK ) 跌 3.77%,報 7.4 港元;晨鳴紙業 ( 01812.HK ) 跌 2.22%,報 2.64 港元。
Paper 2023-06-01T12:20 財經茄呢啡 離岸人幣對美元匯價齊齊創下2022年12月以來的半年新低,拖累類似股權。紙業股中,玖龍紙業跌7.38%,理文造紙跌4.33%;航空股方面,中國國航跌3.78%,中國東航跌3.64%,中國南航跌3.09%。
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