轻工造纸行业研究:美国合法雾化电子烟规模扩容趋势强化,关注低位内需消费标的

国金证券
Sep 14, 2025

(以下内容从国金证券《轻工造纸行业研究:美国合法雾化电子烟规模扩容趋势强化,关注低位内需消费标的》研报附件原文摘录)行业观点更新:家居板块:内销方面,虽然根据渠道反馈8月家具终端及工厂接单情况整体仍相对偏弱,但多数优质公司已具股息率保障,并且后续随着各地地产宽松政策逐步推出,楼市有望呈现积极变化,叠加本周财政部在发布会上表示后续将创新运用财税政策工具,开发好内需这座“富矿”,家居作为内需的重要环节...

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