财通证券：产品与产能双轮驱动轻工制造行业现积极变化

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智通财经APP获悉，财通证券发布研报称，当前轻工制造行业增长主要由产品和优势产能驱动。出口链中具备产能优势的企业受益；两轮车行业呈现品类拓展、格局出清、海外油改电加速三大变化，龙头集中度有望提升。地产链中电动沙发、智能家居等新品带动增长；造纸业浆纸一体化提升效率与盈利；纺织服饰上游原料涨价、出口开门红，国内线上鞋服量价齐升，头部品牌领跑。财通证券主要观点如下：轻工制造：产品和优势产能成为目前行业...

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财通证券：产品与产能双轮驱动 轻工制造行业现积极变化

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财通证券：产品与产能双轮驱动轻工制造行业现积极变化