(以下内容从国金证券《轻工造纸行业周报:重视新型烟草后续验证催化,新消费持续关注潮玩/宠物》研报附件原文摘录)行业观点更新:家居板块:内销维度,国补延续有望助力家居需求进一步企稳回升。国家发改委、财政部将在7月、10月分别下达第三季度和第四季度支持以旧换新的中央资金,共计1380亿元,也要求各地持续做好配套资金支持,国补政策延续后续有望进一步催化25H2家居需求释放。地产端来看,本周(6.28-...
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