Group 1 - The core viewpoint of the article highlights that Nine Dragons Paper (02689) has seen a stock price increase of over 4%, currently trading at HKD 6.27, with a transaction volume of HKD 26.3755 million [1] - Nine Dragons, Lee & Man, and Shanying have announced maintenance plans for January to February 2026, expecting a reduction of approximately 270,000 tons of packaging paper, primarily corrugated cardboard [1] - Major companies including Shanying, Nine Dragons, APP, and Asia Pulp & Paper have issued price increase notices, planning to raise prices for their products between late November and early December [1] Group 2 - According to CICC, the recent price increase for corrugated cardboard and waste paper began in July, initially driven by domestic waste raw material costs and later supported by seasonal demand and maintenance shutdowns from leading companies [1] - The production of cultural paper has declined year-on-year in the first ten months, indicating potential pressure on industry prices and profit per ton in 2026 [1] - The supply-demand imbalance for white card paper remains unresolved, suggesting that the sustainability of price increases in the future may be low [1]
港股异动 玖龙纸业(02689)现涨超4% 纸业龙头宣布停机计划 机构看好四季度吨利润改善表现