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%。 ...

（於百慕達註冊成立的有限公司） （股份代號：2689） 截至二零二五年六月三十日止年度 正面盈利預告 本公告乃本公司根據上市規則第13.09條以及證券及期貨條例第XIVA部項下之內幕消 息條文發出。 董事會謹此通知本公司股東及潛在投資者，根據對本集團管理帳目之初步審閱，本集 團預計將錄得本年度盈利約人民幣 2,100 百萬元至人民幣 2,300 百萬元之間，較去年 度人民幣 793.9 百萬元增長 165%至 190%。該盈利增長乃主要得益於銷量上升，且原 材料成本下降幅度及速度顯著快於產品售價降幅，從而推動毛利上升。 本公司於二零二四年六月發行 400,000,000 美元永續資本證券。本年度永續資本證券 持有人的應佔盈利為約人民幣 400.0 百萬元。因此，本集團預計本公司的權益持有人 應佔盈利在本年度為約人民幣 1,700 百萬元至人民幣 1,900 百萬元之間，較去年度人 民幣 750.7 百萬元增加 126%至 153%。 本公司股東及潛在投資者於買賣本公司股份時務請審慎行事。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對 其準確性或完整性亦不發表任何聲明，並明確表示， ...

大和发布研报称，玖龙纸业(02689)的股票在三个月内上涨超过70%，相信是受到市场对其成为反内卷政 策主要受惠者的投机影响，相信该股现已超出基本面，建议投资者等待更好的买入时机。该行下调玖龙 纸业2025至27财年的每股盈测11至29%，以反映需求或供应疲弱。然而，该行将公司目标市盈率提高至 12倍(原本8倍)，将目标价由4港元上调至5港元，惟评级由"买入"下调至"持有"。 ...

智通财经APP获悉，大和发布研报称，玖龙纸业(02689)的股票在三个月内上涨超过70%，相信是受到市 场对其成为反内卷政策主要受惠者的投机影响，相信该股现已超出基本面，建议投资者等待更好的买入 时机。该行下调玖龙纸业2025至27财年的每股盈测11至29%，以反映需求或供应疲弱。然而，该行将公 司目标市盈率提高至12倍(原本8倍)，将目标价由4港元上调至5港元，惟评级由"买入"下调至"持有"。 ...

该行下调玖龙纸业2025至27财年的每股盈测11至29%，以反映需求或供应疲弱。然而，该行将公司目标 市盈率提高至12倍(原本8倍)，将目标价由4港元上调至5港元，惟评级由"买入"下调至"持有"。 大和发表研究报告指，玖龙纸业股票在三个月内上涨超过70%，相信是受到市场对其成为"反内卷"政策 主要受惠者的投机影响，相信该股现已超出基本面，建议投资者等待更好的买入时机。 ...

Group 1 - Major technology stocks showed mixed performance, with Alibaba rising by 2% and Tencent by 1.79%, while Meituan and Baidu fell over 1% [2] - The "anti-involution" sector saw significant gains, driven by price increases; Nine Dragons Paper surged over 11%, and steel and coal stocks also performed well, with Maanshan Steel reaching a new high [2] - Apple is set to hold its iPhone 17 series launch event on September 9, leading to a positive trend in Apple-related stocks [2] Group 2 - Restaurant stocks experienced notable declines, with Yum China dropping over 4% post-earnings, and other chains like Jiumaojiu and Haidilao also falling [2] - Innovative drug concept stocks showed a pattern of opening high but closing low, alongside declines in brain-computer interface stocks, gaming stocks, domestic bank stocks, and semiconductor stocks [2] - The Hang Seng Index rose by 0.18%, briefly surpassing 25,000 points, while the National Enterprises Index slightly fell by 0.03% and the Hang Seng Technology Index saw a minor increase of 0.03% [2]

Core Viewpoint - Nine Dragons Paper Holdings Limited (玖龙纸业) has seen its stock price increase by over 6%, reaching HKD 4.98, with a trading volume of HKD 45.85 million, following the successful commissioning of its PM56 production line in Beihai [1]. Company Summary - The PM56 production line, equipped with main machinery from Taiwan's Yuli and a pulp box from Finland's Valmet, has a width of 7250mm and a design speed of 1000m/min, capable of producing 250,000 tons of high-grade cultural paper annually [1]. - Additionally, Nine Dragons is constructing another cultural paper production line, PM55, which is expected to commence production by the end of this year [1]. Industry Summary - On August 1, Nine Dragons raised the price of corrugated paper and recycled kraft paper by HKD 30 per ton, following multiple price increases in July [1]. - According to Zheshang Securities, the paper industry, characterized by an imbalance in supply and demand and at a profit bottoming phase, is likely to benefit from the "anti-involution" trend [1]. - Guotai Junan pointed out that the new national standards have strengthened energy consumption restrictions, particularly impacting existing production capacity, which may favor leading paper companies over smaller ones, potentially catalyzing a new supply-side clearing cycle in the industry [1].