本周大盘下跌，轻工作为前期比较活跃的板块本周跌幅较大。个股方面，好莱客、中顺洁柔、索菲亚等一季报业绩较好的公司涨幅领先。前期涨幅靠前的转型和概念股本周回调较大。造纸行业供需格局迎来改善期，部分纸企喊涨 5 月报价验证逻辑，龙头企业经营状况未来 1-2 年有望持续改善。二线城市接力一线城市房地产， 3 月份销量、新开工数据增长明显，重点布局二线城市的家具企业将受益。

我们认为，彩票行业最新变化可能加速监管举措的出台，关注股东背景强、深度布局彩票行业的标的； 冰雪运动产业潜力巨大； 包装龙头凭借技术、融资优势，迎合行业变革要求；文具龙头凭借校园渠道管控和人文管理独占鳌头；城镇化推进利好定制家具龙头； 虚拟现实技术发展空间广阔。

The home furnishings market will show positive growth during the forecast period. The growing globalization of companies has played a major role in driving the market, allowing top players to expand their operations and meet customer needs acr boundaries. An increasing preference for premium or luxury home furnishing products, a rise in household disposable incomes, and rapid globalization are also contributing to the growth of the market, particularly in developing countries in APAC, the Middle East and Africa (MEA), and Latin America during the forecast period

Children’s furniture is a segment of the overall furniture market based on product use by a specific target audience, those in the age group of 0-12 years. This has been further sub-segmented into two age groups: 0-4 years and 5-12 years. The children’s furniture market in the US will grow at a CAGR of 4.52% during 2016- 2020, with the 5-12 years segment accounting for more than 60% of the market in 2015. The furniture products that contributed the highest revenue in this segment are beds, bunk beds, loft beds, dressers, chests of drawers, chairs, storage systems, and bookcases.