华西证券：内需赋能叠加出口扩容轻工&美护行业有望企稳向好

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智通财经APP获悉，华西证券发布研报称，“十五五”开局之年扩内需政策有望加码，叠加消费者对高品质生活的追求愈发强烈，为轻工&美护行业打开广阔增长空间。跨境电商渗透率仍有充足提升潜力，国际局势改善以及新兴市场需求提振进一步推动市场扩容，为行业出海注入动能。展望轻工及美护行业2026年，大环境仍面临一定压力，但在内需政策赋能与出口稳步扩容的双重驱动下，行业有望企稳向好。华西证券主要观点如下：展望轻工...

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华西证券：内需赋能叠加出口扩容 轻工&美护行业有望企稳向好

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华西证券：内需赋能叠加出口扩容轻工&美护行业有望企稳向好