港股异动 | 理文造纸(02314)涨近4%领涨纸业股 纸企提价落地稳步推进 有望带动盈利持续改善
纸业股集体上涨，截至发稿，理文造纸(02314)涨3.93%，报2.38港元；玖龙纸业(02689)涨2.71%，报4.54港元；晨鸣纸业(01812)涨0.88%，报2.28港元。
国金证券指出，成本来看，Q3低价浆逐步计入报表端成本，成本曲线前高后低，成本压力明显减弱；补库趋势下带动提价落地，3Q行业整体盈利能力已现回暖，后续来看，由于造纸下游需求以广谱性消费为主，整体景气度与整体社零消费相关性较强，在经营活动环比改善预期下，预计纸企提价落地稳步推进，带动盈利持续改善。
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