【原料成本持续上涨，多家纸板厂涨价“自救”？山鹰国际回应】金十期货12月6日讯，进入12月份，受到原料成本价格持续上涨影响，包括全球最大的造纸集团之一的玖龙纸业在内，多家纸板厂再发涨价通知。国内多家头部纸企如山鹰国际、理文造纸等，也在近期进行了多轮价格上调。记者以投资者身份致电山鹰国际，相关人士回应称，公司近期确实发布了一些涨价函，目前公司经营一切正常。纸价上涨的主要原因在于四季度是传统旺季，市场需求较为旺盛。问及涨价原因是否包括原料成本上涨，前述人士表示，公司的原材料80%是国废（国内废纸），近期其有小幅度的涨价。不过，纸张的销售价格和国废价格是联动的，因此纸价上涨也会带动国废涨价。兴业证券研报指出，造纸行业短期内供需关系阶段性改善，叠加白卡消费旺季、文化纸招投标季，提价逐步落地，建议在纸价上涨阶段积极布局。
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