轻工造纸行业周报:Juul获批验证美国合规雾化扩容趋势,轻工消费重视龙头回调机遇

国金证券
20 Jul

(以下内容从国金证券《轻工造纸行业周报:Juul获批验证美国合规雾化扩容趋势,轻工消费重视龙头回调机遇》研报附件原文摘录)行业观点更新:家居板块:内销维度,家具类社零6月同比+28.7%,而从渠道反馈来看,7月以来,由于部分地区新一期国补仍未延续,终端需求相对疲软。从地产端来看,地产整体景气度尚未明显改善。地产开发投资完成额6月同比下降10.3%,增速环比基本持平,而住宅竣工面积6月同比下降...

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