智通财经APP获悉，玖龙纸业(02689)现跌超4%，截至发稿，跌4.07%，报3.3港元，成交额2672.6万港元。
消息面上，玖龙纸业发布中期业绩，收入334.65亿人民币，同比增加9.3%；纯利4.7亿元，增长60.6%。花旗表示，玖龙纸业2025财年上半财年财报表现与早前发布的业绩预期公告一致。由于2025财年下半年消费前景较弱，该行将玖龙纸业2025财年的盈利预测下调27%。
大摩则表示，虽然行业需求疲弱及利润率下降，但去年仍有560万吨新产能投产。踏入2025年，该行预期再有350万吨新产能陆续投产，当中大部分来自中小型企业。纸张产量上升将继续拖累纸价。然而，产品组合改善及更佳的成本结构应有助玖龙纸业于今年部分缓和疲弱的价格。
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