金吾财讯 | 纸业股多数走高，玖龙纸业(02689)盈喜带动股价拉升超7%，阳光纸业(02002)、理文造纸(02314)涨超3%，晨鸣纸业(01812)涨近1%。信达证券发研指，2月Arauco各类产品报价普涨20美金，其中针叶银星/阔叶明星/本色金星分别提至815/590/690美金；CMPC阔叶浆小鸟外盘报价提涨20美金至580美金；芬兰化工行业持续罢工，UPM暂停其旗下Kymi纸浆厂生产（年产87万吨桦木和针叶木浆）。海外需求回暖但供应事件频发、该行预计浆价仍处上行通道，浆纸一体公司盈利改善。该行表示，玖龙纸业发布业绩预告，2024年7-12月实现净利润6.5-7亿元（同比+110%~+130%），较1-6月净利润4.6亿元环比提升42%-53%，该行预计公司Q4产销景气且提价落地，吨盈利环比改善；25Q1龙头纸企仍频发涨价函，箱板/瓦楞环比分别+3.1%/+6.4%，吨盈利有望延续扩张。
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