Manufacture of textile floor coverings: Carpets, rugs and mats, tiles Manufacture of needle-loom felt floor coverings

Manufacture of wooden goods intended to be used primarily in the construction industry: Beams, rafters, roof struts Glue-laminated or metal connected prefabricated wooden roof trusses Doors, windows, shutters and their frames, whether or not containing metal fittings, such as hinges, locks etc. Stairs, railings Wooden beadings and mouldings, shingles and shakes Parquet floor blocks, strips etc., assembled into panels Manufacture of prefabricated buildings, or elements thereof, predominantly of wood Manufacture of mobile homes Manufacture of wood partitions (except free standing)

Manufacture of chairs and seats for offices, workrooms, hotels, restaurants, public and domestic premises Manufacture of chairs and seats for theatres, cinemas and the like Manufacture of sofas, sofa beds and sofa sets Manufacture of garden chairs and seats Manufacture of special furniture for shops: counters, display cases, shelves etc. Manufacture of furniture for churches, schools, restaurants Manufacture of office furniture Manufacture of kitchen furniture

10 月至今A 股轻工板块涨幅榜前五的公司分别为大胜达、美利云、 珠海中富、昇兴股份、创源股份；10 月至今港股轻工板块涨幅榜前五的公司 分别为汇森家居、舍图控股、兴利(香港)控股、设计都会、齐家控股。

22Q2 家居龙头表现稳健，行业集中度持续提升。21 年下半年以来新房销售持续走弱，对家具行业需求造成短期影响，叠加22 上半年国内局部疫情扰动，行业整体面临一定压力，22H1 行业收入增速为8%，其中22Q2 单季度增速为4%，欧派家居（yoy+13%）、索菲亚（yoy+10%）、顾家家居（yoy+6%）、喜临门（yoy+19%）收入增速继续领跑行业，龙头依旧表现出更强的经营韧性。