Report center

轻工消费行业2023年中期策略报告：寻求确定性Alpha，关注模式升级再造-20230709-申万宏源

家居：关注中长期刚需增长韧性，头部企业通过渠道延伸，扩品类，穿越周期；短期家居行业估值降至底部，23年竣工改善支撑业绩，增配具备业绩确定性的低估值优质家居标的 Beta：一年维度，竣工、二手房好转，形成业绩保障；长维度，关注刚需韧性，商品房销售趋稳+存量房翻新需求地产悲观预期导致估值降至底部一年维度：23年以来住宅竣工确定性改善（1-5月住宅竣工累计同比+19%），将带动整体新房装修需求向上。客

No subject companies

Publishers

申万宏源 View content →

Suggested next hops

Ranked by edge type and evidence strength (max 5). Prefer these over scrolling the full lists.

1申万宏源Published by or linked to this institution1

Ask about this report neighborhood Read full report →

No related industries

No related reports

← Back to knowledge graph