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异动直击 | 晨鸣纸业涨超5%领涨纸业股 原料供应紧张叠加旺季来临 浆系纸种密集提价

Chenming Paper rose more than 5%, leading paper stocks to rise in a tight supply of raw materials and an intensive price increase in pulp and paper at the advent of the peak season.

智通財經 ·  Mar 3, 2022 14:20

Zhitong Financial APP learned that paper stocks rose in the afternoon. As of press time, Chenming Paper (01812) rose 4.55% to HK $3.91, Sunshine Paper (02002) rose 2.42% to HK $2.96, and Liwen Paper (02314) rose 0.99% to HK $5.09.

On the news side, from March 1, there has been a new round of intensive price increases for pulp papers. in terms of price increases, cultural paper is mostly 300 yuan / ton, white cardboard paper is 200 yuan / ton, and special paper is basically 500 yuan / ton. This round of price increases is supported not only by the continuous tight supply of raw materials, but also by the arrival of a small peak season for cultural paper demand. Zheshang Securities analysis believes that, taking into account the pulp short-term increase sufficient power, industry inventory return to the historical median, it is expected that the current round of pulp paper prices will also be able to land smoothly.

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