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（6.28-7.4）47 城新房销售514 万方，环比-3.3%，同比-8.1%，22 城二手房成交240 万方，...
Source Link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（6.28-7.4）47 城新房销售514 万方，环比-3.3%，同比-8.1%，22 城二手房成交240 万方，...
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