(以下内容从国金证券《轻工造纸行业周报:关注短期回调的潮玩&烟草,传统轻工布局性价比逐步显现》研报附件原文摘录)行业观点更新:家居板块:内销方面,9月26日中国人民银行货币政策委员会召开2025第三季度例会,会议提及着力推动已出台金融政策措施落地,加大存量商品房和存量土地盘活力度。随着房地产宽松政策落地,期待上游需求回暖为家居中期需求奠定坚实支撑;据渠道数据,25Q3家具终端及工厂接单情况整体相对...
Source Link(以下内容从国金证券《轻工造纸行业周报:关注短期回调的潮玩&烟草,传统轻工布局性价比逐步显现》研报附件原文摘录)行业观点更新:家居板块:内销方面,9月26日中国人民银行货币政策委员会召开2025第三季度例会,会议提及着力推动已出台金融政策措施落地,加大存量商品房和存量土地盘活力度。随着房地产宽松政策落地,期待上游需求回暖为家居中期需求奠定坚实支撑;据渠道数据,25Q3家具终端及工厂接单情况整体相对...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.