异动解读｜玖龙纸业盘中上涨5.25%，纸业板块集体走强箱瓦纸涨势延续

行情直击07-21

7月21日，玖龙纸业盘中上涨5.25%，报7.59港元，成交额2308.47万港元。同行业理文造纸同步上涨8.8%，纸业板块整体走强。

消息面上，公司近期披露业绩显示盈利大幅改善，净利润同比增长225.1%至约22.1亿元人民币，权益持有人应占盈利同比上涨318.8%。行业层面，7月箱板纸/瓦楞纸吨价持续上行，龙头纸企协同提价信号强烈，国泰海通证券指出7月首周箱板纸/瓦楞纸吨毛利环比分别增加14/31元，维持公司"增持"评级，目标价10.51港元。此外，公司此前完成4亿美元高息永续债回购，预计每年节省利息支出约3.45亿元，进一步增厚利润。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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