业绩回顾1H25 业绩符合我们预期1H25 轻工制造行业业绩表现承压，主要受内需疲软、外部关税及造纸板块拖累。展望2H25，我们认为轻工制造行业内外销延续分化态势，国际贸易政策及国内消费刺激政策仍为短期行业核心因素，我们建议布局高增长、低关税风险出口标的，逢低布局业绩向好内需龙头，关注AI产业链、烟草产业链等产业变革布局机会。发展趋势家居：1H25 收入/归母净利润同比+4.5%/ +1.9%，...
Source Link业绩回顾1H25 业绩符合我们预期1H25 轻工制造行业业绩表现承压，主要受内需疲软、外部关税及造纸板块拖累。展望2H25，我们认为轻工制造行业内外销延续分化态势，国际贸易政策及国内消费刺激政策仍为短期行业核心因素，我们建议布局高增长、低关税风险出口标的，逢低布局业绩向好内需龙头，关注AI产业链、烟草产业链等产业变革布局机会。发展趋势家居：1H25 收入/归母净利润同比+4.5%/ +1.9%，...
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