2016 年 7 月，以造纸、家具为主的轻工主要子行业在投资增速连续增长几个月后出现小幅回调；稳定的市场需求使塑料制品、机制纸等主要轻工产品产量低速增长，制冷类家电产品“去库存”效果显著；耐用消费品出厂价格指数出现回弹；市场需求表现各异，轻工产品进口需求有增有减；国际经济形势多变，主要轻工产品出口额增速有所回落；受销售淡季影响，主要轻工行业利润增速保持稳定。

Travel duffel bags are rapidly evolving from being merely utilitarian products to fashion accessories that are also convenient. The growing demand for durable, compact, and lightweight products is encouraging vendors to use materials like nylon, polyester, polycarbonates, faux leather, and microfibers for manufacturing travel duffel bags. We expect the global travel duffel bags market to grow at a CAGR of 12.6% during the forecast period.

The global market for sports footwear has been divided into six product segments: cleats, running footwear, court game shoes, gym and training shoes, athleisure, and other segments that include hiking, walking, aerobics, golf, and cricket shoes. The athleisure segment is gaining prominence over all other product segments, accounting for the largest portion of the overall sales revenue and a dominant share of the market. This trend is expected to gain further traction during the forecast period, as the adoption of casual sports footwear is high among the global populace. Regions like North America and APAC have been displaying a favorability toward the adoption and use of these casual sports footwear, which has propelled major market vendors to venture into the casual sports footwear segments.

上周，轻工制造行业跑输大盘0.48pct：SW 轻工制造（-0.27%）VS 沪深300（0.21%）/中小板指数（-1.01%）/创业板（-0.86%）；个股周涨幅前五分别为：包装印刷—丽鹏股份（8.66%）、广博股份（1.74%）、新通联（1.64%）、海顺新材（1.48%）和紫江企业（0.92%）；家用轻工—瑞贝卡（9.87%）、宜华生活（7.39%）、松发股份（4.45%）、萃华珠宝（3.08%）和威华股份2.57%）；造纸—金城股份（15.71%）、银鸽投资（6.15%）、山鹰纸业（5.88%）、岳阳林纸（4.06%）和太阳纸业（3.89%）。

自主出口品牌，产业链完善，私有化华达利，进一步补足产品布局和海外市场；“Y+生态系统”，打造“互联网+泛家居”最完整闭环，实现资源融合与协同，股权投资增值空间大；员工持股计划、定增控股股东，保障公司长期成长。控股股东持续增持，显示对公司长期价值的认可和维护。现价11.96 元/股，市值177 亿元，对应2016 年PE 20.7 倍。