观点综述:家居:国补继续支撑家居需求,出口承压。内销方面,地产销售延续下行态势。5月竣工数据同比-22.0%,压制家居自然需求。近期部分地区国补额度用尽,但整体仍在持续推进中,支撑家居更新需求。5 月家居社零同比+25.6%,在国补推动下保持较快的增长。国补助力填平家居需求低谷,重点公司PE 普遍低位且具备较高分红意愿,具备配置价值,建议关注股息率高,且具备渠道、品牌优势,业绩确定性强的龙头公司,...
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