研报掘金丨信达证券：维持仙鹤股份“买入”评级，实控人增持，业绩改善可期

格隆汇07-22

信达证券研报指出，仙鹤股份实控人王敏文、王敏良计划6个月内增持0.6-1亿元，充分彰显公司发展信心。公司已根据原材料成本变化实施多轮价格上调，其中格拉辛纸自1月起开始涨价，转印材料、热敏材料、食品与医疗包装系列、工业用纸系列等自3月起上调价格。预计公司Q2吨盈利环比有望改善；同时，H2原材料价格改善、浆纸匹配度提升，均有望改善公司盈利能力。浆纸协同优势放大，成长动能充沛。电解电容器纸认证严苛、质量...

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