玖龙纸业涨超3% 本周三将发年度业绩 多个基地发布调价通知
Zhi Tong Cai Jing·2025-09-22 02:43

Company Summary - Nine Dragons Paper Holdings Limited (玖龙纸业) shares increased by 3.42%, reaching HKD 6.05, with a trading volume of HKD 40.68 million [1] - The company announced a price adjustment across multiple bases, with increases of up to RMB 50 per ton [1] - A board meeting is scheduled for September 24 to approve the financial results for the year ending June 30, 2025 [1] - The company previously issued a profit warning, expecting a profit of approximately RMB 2.1 billion to RMB 2.3 billion for the current fiscal year, representing a growth of 165% to 190% compared to last year's profit of RMB 794 million [1] Industry Summary - According to Shenwan Hongyuan, the paper industry is entering its peak season in Q3, with slight price increases observed in the corrugated box paper segment [1] - There is a strong willingness among overseas pulp mills to control production, leading to a slight rebound in pulp prices, which supports paper prices [1] - The paper industry has faced challenges from weak demand and continuous new capacity additions, resulting in low operating rates and losses in some segments; however, potential supply improvements from reduced competition may enhance supply-demand dynamics [1]