国金证券：期待两片罐提价落地关注纸浆价格回暖进程

智通财经网12-22 10:14

智通财经APP获悉，国金证券发布研报称，当前轻工制造相关板块景气度呈现分化态势：家居、造纸板块已进入底部企稳阶段；新型烟草、包装板块呈现稳健向上趋势；潮玩板块出现拐点向上的积极信号；而轻工个护板块则面临一定压力，表现略有承压。国金证券主要观点如下：家居板块中央经济工作会议延续“以提振消费扩大内需”为主线，后续将实施提振消费专项行动。发改委提出坚定实施扩大内需战略，其中家居需求相关的稳定大宗消费、...

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Molly积极入冬指南系列/HIRONO公路日志系列等，聚焦季节、IP内核等内容营销；布鲁可在成人客群拓圈上边际强化，推出变形金刚-传奇版-漫画版塔恩；卡游海外渠道推进，海外旗舰店于泰国曼谷正式开业。重点关注潮玩龙头泡泡玛特、布鲁可等以及积极转型IP开发的传统头部企业、受益产业红利扩散的细分环节标的。投资建议家居：推荐欧派家居、索菲亚、顾家家居、慕思股份、志邦家居、敏华控股、公牛集团等。新型烟草：推荐思摩尔国际、中烟香港、盈趣科技等。轻工消费：泡泡玛特、晨光股份、登康口腔、百亚股份等。造纸包装：推荐裕同科技、太阳纸业、永新股份、奥瑞金等。出海：推荐匠心家居、恒林股份、致欧科技、乐歌股份等。风险因素地产竣工恢复速度低于预期；原材料价格大幅上涨；新品推广不及预期；汇率大幅波动。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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国金证券：期待两片罐提价落地 关注纸浆价格回暖进程

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国金证券：期待两片罐提价落地关注纸浆价格回暖进程