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Paper 2018-08-30T13:43 財經茄呢啡 龍頭紙企透過淡季對產能控制,調節渠道庫存。近期,受原料成本、環保壓力及匯價的影響,啟動了提價的勢頭。9月是紙業的旺季,下半年雙11等節日的用紙量會大幅增長,旺季到來加上提價,勢頭應該不錯,紙業股可以留意。
Paper 2018-08-30T13:43 財經茄呢啡 造紙廠的毛利率重要由兩方面決定——紙品的出廠價與原材料的采購價位。「洋垃圾」禁令以來,進口廢紙受限,而由於國內回收體系尚不完善,國廢的供給量一時難以滿足廢紙需求,原材料價位上揚迅速,造紙廠盈利承壓。因而,盡管市場需求旺盛,包裝紙廠商的股價走勢卻都不好看。今年以來,行業巨頭理文造紙與玖龍紙業股價一度下降。
Paper 2018-08-23T13:16 財經茄呢啡 紙業股集體上升,玖龍紙業領漲,漲近7%,報9元,晨鳴紙業漲4.07%,報6.14元,陽光紙業、理文造紙均漲逾2%。
Paper 2018-08-18T13:43 財經茄呢啡 人民幣貶值,中資航空股及紙業股均受創。玖龍紙業收報8.72元,回軟5.3%;國航收報6.72元,回軟4.4%;東航收報4.6元,回軟3.2%;南航收報5.15元,回軟2.8%;理文造紙收報7.47元,回軟2.5%。
Paper 2018-08-18T13:43 財經茄呢啡 紙業股受人民幣對美元結束6連貶的利好消息影響,今天紙業股集體上揚,截至發稿,陽光紙業上升4.64%領漲,玖龍紙業上升2.38%跟漲,晨鳴紙業漲幅達到1.68%。
Paper 2018-08-18T13:43 財經茄呢啡 浙江景興紙業股權有限公司:因市場匯價變化、原材料木漿成本仍不斷上揚,自2018年8月25日起,生活用紙原紙在原有基礎上調高200元/噸。
Paper 2018-08-16T13:27 財經茄呢啡 人幣貶值,中資航空股及紙業股均受創。玖龍紙業收報8.72元,下滑5.3%;國航收報6.72元,下滑4.4%;東航收報4.6元,下滑3.2%;南航收報5.15元,下滑2.8%;理文造紙收報7.47元,下滑2.5%。
Paper 2018-08-16T13:27 財經茄呢啡 浙江景興紙業股權有限公司:因市場匯價變化、原材料木漿成本仍不斷上揚,自2018年8月25日起,生活用紙原紙在原有基礎上調高200元/噸。
Paper 2018-08-14T13:54 財經茄呢啡 人民幣貶值,中資航空股及紙業股均受創。玖龍紙業收報8.72元,下降5.3%;國航收報6.72元,下降4.4%;東航收報4.6元,下降3.2%;南航收報5.15元,下降2.8%;理文造紙收報7.47元,下降2.5%。
Paper 2018-08-11T13:11 財經茄呢啡 內地多間紙企提高廢紙收購價,惟紙業股近全線下滑。中順潔柔(深:002511)挫近8%,仙鶴股權(滬:603733)挫7%,安妮股權(深:002235)挫3%,太陽紙業(深:002078)挫3%,晨鳴紙業(深:000488)及山鷹紙業(滬:600567)跌1%。
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