8月20日，截至港股收盘，恒生指数上涨0.17%，报25165.94点。玖龙纸业（02689.HK）收报5.4港元/ 股，上涨12.27%，成交量9120.38万股，成交额4.74亿港元，振幅13.31%。 本文源自：金融界 作者：行情君 行业估值方面，原材料行业市盈率（TTM）平均值为21.6倍，行业中值6.35倍。玖龙纸业市盈率22.42 倍，行业排名第26位；其他大成生化科技（00809.HK）为1.16倍、骏东控股（08277.HK）为1.4倍、中 木国际（01822.HK）为2.15倍、中国三江化工（02198.HK）为4.04倍、武汉有机（02881.HK）为4.8 倍。 资料显示，玖龙纸业(控股)有限公司成立于1995年,总部位于中国广东省东莞市,2006年于香港联交所主 板上市,目前为全球产能排名第一的造纸集团和林浆纸一体化的龙头企业(主要产品为各类环保包装纸、 高档全木浆纸及其上下游产业链)。集团现有造纸设计年产能为超过2,000万吨,员工20,000余人。玖龙纸 业目前在中国的东莞、太仓、重庆、天津、乐山、泉州、沈阳、河北及湖北拥有生产基地,并于广西北 海建设浆纸基地。玖龙纸业积极响应'一 ...

8月20日，玖龙纸业(02689)盘中上涨10.19%，截至14:09，报5.3元/股，成交2.55亿元。 玖龙纸业是全球产能排名第一的造纸集团，主要产品为各类环保包装纸、高档全木浆纸及其上下游产业 链，设计年产能超过2000万吨。公司在中国和海外拥有多个生产基地，并通过收购和扩建，不断推进国 际化发展和产业链完善。 截至2024年中报，玖龙纸业营业总收入334.65亿元、净利润4.7亿元。 本文源自：金融界 作者：行情君 ...

Group 1 - The core viewpoint of the article is that Nine Dragons Paper Holdings Limited expects its profit for the fiscal year ending June 30, 2025, to be between RMB 2.1 billion and RMB 2.3 billion, representing a growth of 165% to 190% compared to the previous year [2] - The profit growth is primarily attributed to an increase in sales and a faster decline in raw material costs compared to the decrease in product prices, which has led to an improvement in gross profit [2]

Core Viewpoint - Nine Dragons Paper Holdings Limited (玖龙纸业) has announced a significant increase in expected profits for the fiscal year ending June 30, 2025, projecting earnings between RMB 2.1 billion and RMB 2.3 billion, representing a growth of 165% to 190% compared to last year's RMB 794 million [1] Group 1 - The company's profit growth is primarily attributed to an increase in sales and a notable decline in raw material costs, which decreased at a faster rate than product prices, leading to an increase in gross profit [1] - The company plans to issue USD 400 million in perpetual capital securities in June 2024, with an expected attributable profit of approximately RMB 400 million for the current year from these securities [1] - The projected attributable profit for equity holders is estimated to be between RMB 1.7 billion and RMB 1.9 billion, marking an increase of 126% to 153% from last year's RMB 751 million [1]

Core Viewpoint - Nine Dragons Paper Holdings Limited (玖龙纸业) has announced a significant increase in expected profits for the fiscal year ending June 30, 2025, projecting earnings between RMB 2.1 billion and RMB 2.3 billion, representing a growth of 165% to 190% compared to last year's RMB 794 million [1] Group 1 - The company's profit growth is primarily attributed to an increase in sales and a notable decline in raw material costs, which decreased at a faster rate than the drop in product prices, thereby boosting gross margins [1] - The company plans to issue USD 400 million in perpetual capital securities in June 2024 [1] - The expected profit attributable to perpetual capital securities holders for the current year is approximately RMB 400 million, leading to an anticipated profit attributable to equity holders of around RMB 1.7 billion to RMB 1.9 billion, an increase of 126% to 153% from last year's RMB 751 million [1]

Group 1 - The company expects to achieve a profit of approximately RMB 2.1 billion to RMB 2.3 billion for the fiscal year ending June 30, 2025, representing a growth of 165% to 190% compared to last year's profit of RMB 794 million [1] - The profit increase is primarily attributed to a rise in sales, with the decline in raw material costs occurring at a rate and magnitude that significantly outpaces the decrease in product prices, thereby boosting gross profit [1] - The company issued USD 400 million perpetual capital securities in June 2024, with the attributable profit for perpetual capital securities holders estimated at approximately RMB 400 million for the current year [1] Group 2 - The company anticipates that the attributable profit for equity holders will be around RMB 1.7 billion to RMB 1.9 billion for the current year, an increase of 126% to 153% from last year's RMB 751 million [1]

本文源自：财华网 【财华社讯】玖龙纸业(02689.HK)公布，预计截至2025年6月30日止年度盈利约21亿元至23亿元之间(人 民币,下同)，同比增长165%至190%。该盈利增长主要得益于销量上升，且原材料成本下降幅度及速度 显着快于产品售价降幅，从而推动毛利上升。 公司于2024年6月发行4亿美元永续资本证券。年度永续资本证券持有人的应占盈利为约4亿元。因此， 集团预计公司的权益持有人应占盈利约17亿元至19亿元之间，较同比增加126%至153%。 ...

本文源自：金融界AI电报 玖龙纸业(2689.HK)公布，集团预计将录得截至2025年6月30日止盈利约人民币 21.00亿元至人民币23.00 亿元之间，较去年度人民币7.93.9亿元增长165%至190%。该盈利增长乃主要得益于销量上升，且原材 料成本下降幅度及速度显著快于产品售价降幅，从而推动毛利上升。 ...

Core Viewpoint - The company, Nine Dragons Paper Holdings Limited, expects to achieve a profit of approximately RMB 2.1 billion to RMB 2.3 billion for the fiscal year ending June 30, 2025, representing a growth of 165% to 190% compared to last year's profit of RMB 794 million [1] Group 1 - The profit increase is primarily attributed to a rise in sales and a significant decrease in raw material costs, which outpaced the decline in product prices, thereby boosting gross profit [1] - The company plans to issue USD 400 million perpetual capital securities in June 2024 [1] - The expected profit attributable to perpetual capital securities holders for this fiscal year is approximately RMB 400 million [1] Group 2 - The company anticipates that the profit attributable to equity holders will be around RMB 1.7 billion to RMB 1.9 billion for the current fiscal year, an increase of 126% to 153% from last year's RMB 751 million [1]

格隆汇8月20日丨玖龙纸业(02689.HK)公布，集团预计将录得截至2025年6月30日止盈利约人民币 21.00 亿元至人民币23.00亿元之间，较去年度人民币7.93.9亿元增长165%至190%。该盈利增长乃主要得益于 销量上升，且原材料成本下降幅度及速度显著快于产品售价降幅，从而推动毛利上升。 公司于2024年六月发行4亿美元永续资本证券。该年度永续资本证券持有人的应占盈利为约人民币4亿 元。因此，集团预计公司的权益持有人应占盈利在年度为约人民币17.00亿元至人民币19.00亿元之间， 较去年度人民币7.507 亿元增加126%至153%。 ...