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张茵:为何纸业旺季不旺?为何玖龙纸价要小涨?
        作者:观点评论       发表时间:2019-10-23   
【文章摘要】从9月份开始,造纸行业便步入了传统需求旺季,纸价周期性上涨通常会给纸业股带来一波不错的行情,但很不幸,包装纸龙头玖龙纸业却“栽倒”在了旺季前头:业绩下滑,股价倒跌,遭各大行下调评级,看起来旺季难旺。董事长张茵在业绩发布会上表示,由于纸业市场受贸易方面影响整体仍较弱,会审慎地小幅加价。

    导语:从9月份开始,造纸行业便步入了传统需求旺季,纸价周期性上涨通常会给纸业股带来一波不错的行情,但很不幸,包装纸龙头玖龙纸业(02689)却“栽倒”在了旺季前头:业绩下滑,股价倒跌,遭各大行下调评级,看起来旺季难旺。

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    现场直击:销量及销售额创历史新高,为何玖龙纸业增收不增利?

    XIAWEIJIULONGZHIYEYEJIFABUJIZHEHUIBUFENXIANCHANGSHILU:

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    (△YISHANGBUFENLAIYUAN:XIANGGANGCAIHUASHE)

    纸业惨淡:龙头净利润下降逾50%,纸业股一时成为市场弃儿

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    库存较高,包装纸行业继续偏弱

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    需求不振,提价难

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    本文为《中国纸网·中国纸业观察》专栏文章,版权所有。未经同意不得全部或部分转用,其他媒体不得改写。经同意引用时,应保证引用内容与原文章内容语意一致。
  作者介绍
《观点评论》中国纸网推出一档纸业评论栏目。该栏目将实时追踪行业热点,深刻剖析热点背后的原因,发现问题,并致力于寻求这些问题的解决之道,推动行业长期、健康发展。
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