行业研究报告题录
制造业--皮革、毛皮、羽毛及其制品和制鞋业(2025年第1期)
(报告加工时间:2024-06-11 -- 2025-03-02)

境外分析报告

  • 全球人造毛发集成市场报告(2025-2029年)
    Artificial hair integration refers to a non-surgical method of enhancing the appearance of hair by adding extensions, weaves, or other artificial hair pieces to an individuals natural hair. This technique aims to increase volume, length, and overall fullness, providing a more aesthetically pleasing look without the need for invasive procedures like hair transplants.
  • 全球高档鞋市场报告(2024-2028年)
    Premium shoes cover sub-categories such as sports shoes, running shoes, and shoes that are used in fitness activities. They include shoe categories for both formal and informal wear. Leather, polymers, and other materials are used to make these shoes.
  • 全球 K-12 艺术和手工艺材料(2024-2028年)
    The global K-12 arts and crafts material market includes stationery sold to business-to-business (B2B) and business-to-consumer (B2C) customers. The products considered for this market study include writing instruments, paper, craft construction materials, and related accessories.
  • 全球皮革市场-2024年5月
    The leather industry is a global manufacturing sector that produces the raw, processed, and finished materials used to make leather goods. Animal hides are used to produce leather. Our scope includes sheep leather, cattle leather, goat leather, bovine leather, calf leather, and lamb leather.

投资分析报告

  • 轻工行业:布局政策提振和成长性良好标的-2025年投资策略-西南证券
    2024年板块复盘:回顾2024年,轻工行业整体及各子板块涨幅落后于大盘,其中造纸、个护板块涨幅优于家居 、包装。全年来看,1)以嘉益股份、匠心家居为代表的部分出口标的在需求强韧性+盈利高弹性下有亮眼表现 。2)以自由点、冷酸灵、润本为代表的国货品牌崛起,持续抢占外资品牌份额,实现产品结构优化和渠道扩张 ,业绩优异。3)家居品类受下游需求收缩影响增速下行,但9月以来地产相关支持政策出台,以旧换新拉动家 居消费成效显著,龙头家居公司订单回暖,需求有望触底回升。基本面看家居有望在国补催化下改善,部分国货 个护品牌成长空间广阔,配置价值较高。

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