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成本上涨未影响产量 包装纸行业旺季满产运行
Sou Hu Cai Jing· 2025-11-26 15:14
据统计,截至11月24日,国内瓦楞纸日均价为3213元/吨,同比上涨17.65%;箱板纸日均价为3889元/吨,同比上涨6.86%。业内普遍认为,在这一轮涨价当 中,由于下游需求相对稳定,上游环节的议价能力要更强。 卓创资讯瓦楞及箱板纸资深分析师 徐玲:短期来看,瓦楞及箱板纸(价格)还是呈现上涨的趋势,但涨势有所放缓。一方面目前纸厂的库存处于低位,供 应端暂时没有很大的压力;另一方面,随着春节、元旦的订单陆续释放,需求存在增加的预期。整个产业链的利润向上游偏移,涨价向下游传导难度加大。 在河北廊坊一家包装纸企业的办公室里,负责人向记者展示了最近一段时间他们收到的来自上游的大量涨价函。 河北廊坊三泰纸业总经理程传雨告诉记者,面对成本不断上涨的情况,他们也随之上调了企业生产的包装纸价格,但涨幅比上游原纸20%到30%的幅度要 低,总体保持在10%到15%左右。不过,成本的上涨并未影响到企业产量,在这个工厂,记者了解到包装纸产线和纸箱产线基本都处于满产状态。 (央视财经《经济信息联播》)原纸价格因上游废纸涨价而出现上涨,下游的纸板厂和包装厂企业是否受到了涨价的影响?年底纸张需求的传统旺季已经到 来,纸张企业的生产情 ...
岳阳林纸:公司在团队建设上,持续吸纳碳汇开发、生态修复、金融交易等领域专业人才
证券日报网讯 岳阳林纸11月26日在互动平台回答投资者提问时表示,公司在团队建设上,持续吸纳碳 汇开发、生态修复、金融交易等领域专业人才,拥有林学、园林人员超350人,率先进行碳汇开发取得 的经验及其长期林业经营实践,为公司发展林业碳汇资产开发、生态修复等产业提供支持。 (编辑 楚丽君) ...
造纸板块11月26日涨0.06%,青山纸业领涨,主力资金净流入1.69亿元
证券之星消息,11月26日造纸板块较上一交易日上涨0.06%,青山纸业领涨。当日上证指数报收于 3864.18,下跌0.15%。深证成指报收于12907.83,上涨1.02%。造纸板块个股涨跌见下表: | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600103 | 青山纸业 | 2.97亿 | 38.71% | -1.25 Z | -16.31% | -1.72 Z | -22.40% | | 600308 | 华泰股份 | 828.22万 | 8.20% | 434.58万 | 4.30% | -1262.80万 | -12.50% | | 600433 | 冠蒙高新 | 624.59万 | 13.09% | -31.56万 | -0.66% | -593.03万 | -12.43% | | 002078 | 太阳纸业 | 529.86万 | 3.28% | 1298.49万 | 8.04% | -1828.3 ...
港股收盘 | 恒指收涨0.13% 美团-W涨超5% 阿里巴巴-W绩后跌近2%
Zhi Tong Cai Jing· 2025-11-26 08:47
Market Overview - The Hong Kong stock market experienced a slight increase, with the Hang Seng Index rising 0.13% to close at 25,928.08 points, while the total trading volume reached 2,070.78 million HKD [1] - Short-term risk factors for the Hong Kong market are decreasing, but a catalyst is needed for a confirmed rebound. The current position is considered attractive for medium to long-term investment [1] Blue Chip Performance - Meituan-W (03690) led the blue-chip stocks, rising 5.65% to 103.8 HKD, contributing 47.97 points to the Hang Seng Index. Alibaba's CFO indicated a significant reduction in investment for Taobao Flash Sales in the upcoming quarter, suggesting a "temporary truce" [2] - Other notable blue-chip movements include ZTO Express-W (02057) up 4.24%, Shenzhou International (02313) up 3.2%, while Chow Tai Fook (01929) fell 6.1% [2] Sector Performance Technology Sector - The technology sector showed mixed results, with Meituan rising over 5%, while Alibaba fell nearly 2% post-earnings, exacerbating e-commerce concerns. Tencent also saw a decline of 0.88% [3] Paper Industry - The paper industry stocks performed well, with Nine Dragons Paper (02689) up 5% and Lee & Man Paper (02314) up 4.88%. Several major paper companies announced price adjustments for various paper types, with increases ranging from 50 to 200 CNY per ton [3] Aviation Sector - Airline stocks rebounded, with China Eastern Airlines (00670) up 6.96% and Air China (00753) up 4.2%. The strengthening of the RMB and expectations of reduced oil prices contributed to this rebound [4] Innovative Pharmaceuticals - The innovative pharmaceutical sector showed strong performance, with Hengrui Medicine (01276) up 4.55% and Kangfang Bio (09926) up 3.97%. Analysts remain optimistic about the sector's fundamentals and growth potential [5] Consumer Sector - Consumer stocks were active, with Miniso (09896) up 2.64% and Pop Mart (09992) up 2.2%. The government has introduced a plan to enhance consumer goods supply and demand, aiming for significant improvements by 2027 [6] Notable Stock Movements - Yao Cai Securities Financial (01428) rose 5.73% after extending its acquisition offer deadline with Ant Group [7] - Changfei Optical Fiber (06869) increased by 4.77%, benefiting from negotiations with Meta and Google regarding data center chip usage [8] - Pony.ai (02026) saw a 4.37% increase, reporting significant revenue growth and profitability in its Robotaxi business [9] - Chow Tai Fook (01929) fell 6.1% post-earnings, reporting a slight decrease in revenue but a marginal increase in profit [10]
港股收评:恒指涨0.13%,药品股、纸业股持续走高,军工股回调
Ge Long Hui· 2025-11-26 08:41
Market Overview - The Hong Kong stock market opened higher and experienced fluctuations, with the Hang Seng Index rising by 0.13% to 25,928.08, marking a three-day upward trend [1][2] - The Hang Seng China Enterprises Index and the Hang Seng Tech Index increased by 0.04% and 0.11%, respectively [1][2] Sector Performance - Large tech stocks showed mixed performance, with Meituan rising by 5.65%, while Kuaishou fell by nearly 3% and Baidu dropped by 2% [4][5] - Airline stocks surged, with China Eastern Airlines increasing by nearly 7% and China Southern Airlines rising by 1.58% [8][9] - Pharmaceutical stocks generally rose, with East China Pharmaceutical and Tai Ling Pharmaceutical both gaining over 5% [10] - Semiconductor stocks also saw gains, with companies like ChipMOS Technologies and Huahong Semiconductor rising over 2% [11] - Automotive stocks experienced upward movement, with BYD and Beijing Automotive both increasing by over 2% [13] Price Adjustments and Market Trends - Major paper companies announced price increases for their products, with cultural paper prices rising by 200 CNY per ton, while packaging paper prices saw a more moderate increase of around 50 CNY per ton [7] - The gaming sector showed strong performance, with total gaming revenue in Macau for the first 23 days of November reaching 15.6 billion MOP, indicating a year-on-year growth of over 10% [16] Investment Insights - Analysts suggest that the current market volatility is influenced by liquidity, sentiment, and risk appetite, with certain sectors like consumer services, construction, and textiles showing potential for recovery [24] - The technology sector has faced significant corrections, but there may be revaluation opportunities as liquidity conditions improve [24]
港股纸业股集体走高,玖龙纸业涨5.34%
Mei Ri Jing Ji Xin Wen· 2025-11-26 05:45
Core Viewpoint - The Hong Kong paper industry stocks have collectively risen, indicating positive market sentiment towards this sector [1] Company Performance - Nine Dragons Paper (02689.HK) increased by 5.34%, reaching HKD 6.11 [1] - Lee & Man Paper (02314.HK) rose by 4.18%, trading at HKD 2.99 [1]
宁波富邦精业集团股份有限公司 关于收到参股子公司股权转让意向金的公告
登录新浪财经APP 搜索【信披】查看更多考评等级 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担个别及连带责任。 宁波富邦精业集团股份有限公司(以下简称"公司"、"上市公司")为切实提高资产使用效率、提升自身 持续发展能力,正在筹划将持有的参股子公司宁波中华纸业有限公司(以下简称"中华纸业")2.5%股权 转让给金光纸业(中国)投资有限公司(以下简称"金光纸业")事宜。日前,公司已收到金光纸业按照有 关股权转让的框架协议约定支付的意向金人民币5,000万元。 一、本次股权转让的基本情况 公司本次拟向金光纸业转让的中华纸业2.5%股权对应出资额为人民币4,622.03万元(已全部实缴),列 入其他非流动金融资产科目。公司依据《企业会计准则第22号一一金融工具确认和计量》的相关规定, 经浙江银信资产评估有限公司对2.5%的股权的该项其他非流动金融资产进行公允价值估值,2024年度 该少数股权对应估值为人民币3.08亿元(详见公司2025-013临时公告)。 二、该事项对公司的影响 本次转让参股公司的少数股权,旨在进一步优化资产结构、提升资金 ...
景兴纸业涨2.03%,成交额1.89亿元,主力资金净流入801.56万元
Xin Lang Cai Jing· 2025-11-26 03:23
Core Viewpoint - Jingxing Paper's stock price has shown significant fluctuations, with a year-to-date increase of 39.39%, but a recent decline over the past five and twenty trading days, indicating potential volatility in the market [1][2]. Financial Performance - For the period from January to September 2025, Jingxing Paper achieved a revenue of 4.197 billion yuan, representing a year-on-year growth of 3.64%. However, the net profit attributable to shareholders decreased by 18.33% to 40.8615 million yuan [2]. - The company has cumulatively distributed 286 million yuan in dividends since its A-share listing, with 29.6064 million yuan distributed over the past three years [3]. Stock Market Activity - As of November 26, Jingxing Paper's stock price was 5.52 yuan per share, with a market capitalization of 8.141 billion yuan. The stock experienced a trading volume of 189 million yuan and a turnover rate of 2.59% [1]. - The stock has appeared on the "Dragon and Tiger List" ten times this year, with the most recent appearance on October 9, where it recorded a net buy of -34.05 million yuan [1]. Shareholder Information - As of September 30, the number of shareholders for Jingxing Paper reached 181,300, an increase of 93.45% from the previous period. The average number of tradable shares per shareholder decreased by 40.73% to 7,081 shares [2]. Business Overview - Jingxing Paper, established on November 1, 1996, and listed on September 15, 2006, primarily engages in the production and sale of industrial packaging paper, cardboard, and various types of household paper. The revenue composition includes 70.02% from raw paper, 14.39% from household paper, 6.72% from cardboard, and 2.93% from recycled pulp board [1][2]. Industry Classification - Jingxing Paper is classified under the light industry manufacturing sector, specifically in the paper and bulk paper category. It is associated with concepts such as drones, Yangtze River Delta integration, flying cars, and robotics [2].
推动再贷款 政策落地实施
Jin Rong Shi Bao· 2025-11-26 02:02
Core Insights - The People's Bank of China (PBOC) has established a re-lending policy for technological innovation and equipment renovation since April 2024, aimed at supporting regional industrial transformation and upgrading through financial means [1] Group 1: Policy Framework - The PBOC's Datong branch has implemented a series of guiding opinions and action plans to support the "Two New" policies, establishing a cross-departmental working mechanism to promote the re-lending policy and secure more favorable funding [2] - By October 2025, all 20 projects listed for technological renovation and equipment updates had been successfully matched, with three projects receiving re-lending support amounting to 284 million yuan [2] Group 2: Resource Allocation - The PBOC's Datong branch created a special re-lending quota for small and medium-sized technology enterprises in June 2024, offering preferential interest rates to encourage local financial institutions to increase support for these companies [3] - Shanxi Yungang Paper Co., Ltd. benefited from this policy, reducing its annual loan interest rate by 335 basis points, saving 1.11 million yuan in costs over one year [3] Group 3: Policy Service Enhancement - The PBOC's Datong branch has guided financial institutions to quickly engage in financing based on a list of selected projects, with Everbright Bank customizing loan solutions for public transport companies [4] - Everbright Bank has issued loans totaling 190 million yuan for the purchase of 249 electric buses, marking the largest application of re-lending in the transportation sector in Shanxi Province [4]
长江潮涌看南溪 五年蝶变启新程
Si Chuan Ri Bao· 2025-11-25 21:13
□郭占春 刘昌盛 黄平/文 罗平/图数说南溪区"十四五" 乡村振兴 全市唯一拥有2个省级粮油现代农业园区、唯一获立项建设国家现代农业产业园的区县 建成2个市级"天府粮仓"样板区 蔬菜种植面积、产量均居全市第一 粮食播种面积43.63万亩、产量19.72万吨,实现"双增长" 入选全国首批"五好两宜"和美乡村试点试验 获评全省乡村振兴先进区、农村改革工作先进区、农民增收工作先进区,连续3年获评市级乡村振兴先进区 产业跃升 2022年斩获"世界美酒特色产区" 2024年获"中国生态白酒之乡"称号,白酒税收占全区税收收入的60% 规上工业企业从91户增至106户,稳居全市第二 远东电缆一期1阶段预计产值50亿元,远东铜箔达产后年产值可达150亿元 活力迸发 先后获评省级现代服务业集聚区、省级服务业强县(市、区)、全国县域商业"领跑县" 创建7个A级旅游景区,宜宾欢乐田园年接待游客30万人次 "运动之城"品牌落地南溪,承办各级体育赛事300余场 "长江婚典"IP年均吸引游客超10万人次,激活"甜蜜经济" 累计发放消费券3000万元,拉动消费超7亿元 夜间经济活力迸发,带动消费超500万元,成为消费新增长点 绿色赋能 环 ...