(以下内容从国金证券《轻工造纸行业周报:新消费仍值布局,关注“反内卷”及出口链相关机遇》研报附件原文摘录)行业观点更新:家居板块:1)内销方面,上游房地产需求尚待修复,截止8月8日,30大中城市商品房成交面积当周同比-13.74%,累计同比-3.27%。二手房方面,截止8月8日,14城二手房当周成交面积同比-9.2%,累计同比增幅收窄为14.39%。根据渠道反馈7月家具终端及工厂接单情况整体仍相对...
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