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港股异动 | 玖龙纸业(02689)再涨超6% 广西北海基地PM56文化纸生产线成功开机
智通财经网·2025-08-06 01:44

Group 1 - Nine Dragons Paper Industries (02689) saw a stock increase of over 6%, reaching HKD 4.98 with a trading volume of HKD 45.85 million [1] - The PM56 production line of Nine Dragons Paper (Beihai) has successfully commenced operations, with a design capacity of 250,000 tons of high-grade cultural paper annually [1] - The company is also constructing another cultural paper production line, PM55, which is expected to be operational by the end of this year [1] Group 2 - On August 1, Nine Dragons Paper raised the prices 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 is expected to benefit from the "anti-involution" trend due to supply-demand imbalances and profitability at the bottom of the cycle [1] - Guotai Junan pointed out that the new national standards have strengthened energy consumption restrictions, favoring leading paper companies with new and old capacity advantages over smaller firms, potentially catalyzing a new supply-side clearing cycle in the industry [1]