Core Viewpoint - The domestic white card paper market in China is experiencing a new round of price adjustments, with companies like Nine Dragons Paper announcing a price increase of 200 CNY per ton effective November 1, 2025 [1] Company Summary - Nine Dragons Paper's stock rose nearly 4%, currently trading at 5.78 HKD with a transaction volume of 47.615 million HKD [1] - The company is part of a broader trend where major paper manufacturers are increasing prices, indicating strong pricing power among leading firms [1] Industry Summary - The white card paper prices are gradually recovering but remain at the bottom of the cycle, with strong price support from leading companies [1] - The upcoming Double Eleven shopping festival and the Spring Festival are expected to drive strong packaging demand in Q4, with expectations for corrugated box prices to remain robust [1] - Q4 is traditionally a peak demand season, and with significant cost support, the packaging paper industry's outlook is anticipated to improve [1]
玖龙纸业涨近4% 白卡纸11月涨价200元/吨 旺季包装纸行业景气度有望向上