智通财经APP获悉,财通证券发布研报称,轻工行业明年主要增长来源于海外产能的扩张和全球新消费类目的渗透率提升。部分行业在经历了2024-2025年快速扩张海外产能后,或将在2026年实现运营改善,使得收入利润重回增长。同时新消费类目由于自身α属性,受宏观影响较弱。国内业务相关行业将显著受益于房地产市场的复苏;若明年地产市场触底企稳,相关产业链将普遍迎来明显恢复。财通证券主要观点如下:行业相关产业...
Source Link智通财经APP获悉,财通证券发布研报称,轻工行业明年主要增长来源于海外产能的扩张和全球新消费类目的渗透率提升。部分行业在经历了2024-2025年快速扩张海外产能后,或将在2026年实现运营改善,使得收入利润重回增长。同时新消费类目由于自身α属性,受宏观影响较弱。国内业务相关行业将显著受益于房地产市场的复苏;若明年地产市场触底企稳,相关产业链将普遍迎来明显恢复。财通证券主要观点如下:行业相关产业...
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