【周观点】中国包装联合会金属容器专业委员会和钢桶专业委员会联合发布《关于加强金属包装和钢桶行业自律的倡议书》,提倡抵制无序竞争,金属包装“反内卷”趋势下推荐奥瑞金、升兴股份。白卡纸企发布11 月提价函,关注行业盈利修复。美国9 月CPI 低于市场预期,成屋交易9 月趋势改善,看好美国地产链需求回暖,建议关注匠心家居、梦百合、致欧科技、顾家家居、敏华控股。1)家居:①据国家统计局,9 月当月限额以上...
Source Link【周观点】中国包装联合会金属容器专业委员会和钢桶专业委员会联合发布《关于加强金属包装和钢桶行业自律的倡议书》,提倡抵制无序竞争,金属包装“反内卷”趋势下推荐奥瑞金、升兴股份。白卡纸企发布11 月提价函,关注行业盈利修复。美国9 月CPI 低于市场预期,成屋交易9 月趋势改善,看好美国地产链需求回暖,建议关注匠心家居、梦百合、致欧科技、顾家家居、敏华控股。1)家居:①据国家统计局,9 月当月限额以上...
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