瑞银：降玖龙纸业(02689)目标价至10.8港元维持“买入”评级_老虎社区_美港股上老虎

瑞银：降玖龙纸业(02689)目标价至10.8港元维持“买入”评级

智通财经03-23

智通财经APP获悉，瑞银发布研报称，玖龙纸业(02689)近期成本压力升温，受全球能源市场趋紧及印尼削减配额影响，该行将2026至28年秦皇岛港口标准煤价格预测上调至每吨750元、720元及670元人民币。整体而言，该行预计能源价格冲击将导致每吨成本平均上涨约15至20元人民币。将玖龙纸业2026至28财年的盈测分别下调11%、2%及3%，目标价由11港元下调至10.8港元，维持“买入”评级。由于...

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