晨鸣纸业(01812)今日在港交所盘中大涨6.11%,引起市场广泛关注。
事件起因是上周六,晨鸣纸业曾发公告称,由于白卡纸价格持续走低导致公司亏损加剧,因此临时停产多条生产线,停产浆纸产能高达703万吨,占公司总产能71.7%,影响月度浆纸产量约58万吨、纸销量约35万吨。
业内人士分析,近年来白卡纸新增产能大量投放,行业整体供大于求,导致纸价持续下滑,晨鸣纸业作为纸业龙头,利润亏损压力较大。通过暂时关停高产能来缩减亏损,显然是晨鸣纸业的无奈之举。一旦纸价企稳回升,可望提振晨鸣纸业的经营状况并恢复正常生产。
与此同时,晨鸣纸业的大规模停产或将缓解双胶纸供应宽松格局,短期内或为白卡纸涨价创造有利条件。对于纸浆市场,由于晨鸣纸业停产较多产能为针叶浆纸,预计将影响针叶浆需求,如果成品纸价格回升,纸浆价格也有望跟随上涨。
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