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111.轻工制造行业：宜华落实私有化案，海鸥推进整装卫浴－研究周报
[纺织服装、服饰业,纺织业,皮革、毛皮、羽毛及其制品和制鞋业] [2016-09-12]
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%）。
关键词：轻工制造行业；宜华；海鸥
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112.行业月度报告-轻工201607
[皮革、毛皮、羽毛及其制品和制鞋业,橡胶和塑料制品业,木材加工和木、竹、藤、棕、草制品业] [2016-09-11]
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。
关键词：轻功造纸；子行业投资额；轻工企业；利润增速
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113.全球旅行行李袋市场报告（2016-2020年）
[皮革、毛皮、羽毛及其制品和制鞋业,纺织业,木材加工和木、竹、藤、棕、草制品业] [2016-05-27]
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.
关键词：旅行行李袋；方便；耐用；增长率；微纤维制造
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114.轻工制造行业：造纸看拐点，家居看成长，龙头向上斜率确定且持续
[纺织业,食品制造业,烟草制品业,皮革、毛皮、羽毛及其制品和制鞋业,酒、饮料和精制茶制造业,纺织服装、服饰业,农副食品加工业] [2016-04-29]
目前包装用纸福建地区瓦楞纸价格下调，重庆玖龙、重庆理文，京津冀纸价维持平稳；生活用纸：周均价与上周持平（6450 元/吨）；进口针叶浆周均价环比上行 1.46%，俄针叶浆周均价环比上行 0.90%。
关键词：轻工制造业；造纸；市场分析；行业热点
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115.轻工制造行业：互联网彩票东风起，关注主题性机会
[皮革、毛皮、羽毛及其制品和制鞋业,纺织业,食品制造业,烟草制品业,酒、饮料和精制茶制造业,纺织服装、服饰业] [2016-04-29]
互联网彩票或将重启：我们认为，互联网彩票重启只是时间问题，未来可能通过牌照等方式进行监管。出于谨慎原则，第一批牌照数量估计不会多，因此获得首批牌照的企业将拥有先发优势，一些中小平台有可能被叫停、分流。2016 年是体育大年，奥运会、欧洲杯以及国内可能推出中超即开型彩票；加上下半年互联网彩票可能重启，我们建议投资者关注互联网彩票主题，关注美股-500 彩票网；港股-华彩控股、亚博科技；A 股-鸿博股份、东港股份、安妮股份、中体产业。
关键词：轻工制造业；互联网彩票；主题性机会
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116.轻工行业：有主题！有资金！有空间！－2016年策略报告
[纺织服装、服饰业,食品制造业,皮革、毛皮、羽毛及其制品和制鞋业,农副食品加工业,纺织业] [2016-01-20]
经济缓慢增长常态化，导致低利率常态化，映射出中小创高估值常态化；整体维持高估值的背景下，选股的思路是强调标的的筹码属性；有主题：主题即风口，强化股票的筹码属性，推升整个板块的估值，2016年我们看好石墨烯、军工、体育、迪斯尼、智能家居等5个主题；有资金：选股要求大股东的持股比例高，确保能够数次为转型进行再融资，不会存在丧失控股权的隐忧；有空间：现有市值V.S.转型的潜在市值，空间要大；标的推荐：美盈森、德尔未来、索菲亚、哈尔斯、鸿博股份。
关键词：轻工行业；主题；资金；空间；投资策略
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117.全球鞋类市场报告（2015-2019年）
[皮革、毛皮、羽毛及其制品和制鞋业] [2016-01-12]
The global footwear market consists of both athletic and non-athletic footwear. These days footwear is considered more as an important item of fashion apparel than as a necessary product that gives protection to the foot. The consumers are looking for both comfort level and appeal of the footwear. Brand name is another important buying criteria influencing the purchase decision of the consumer. Consumers, especially women, like to own a variety of footwear that consists of both inexpensive and luxury footwear brands.
关键词：全球鞋业市场；运动；非运动鞋；重要项目；舒适度；标准影响
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118.2014-2018年中国皮草行业发展前景及投资风险预测报告
[皮革、毛皮、羽毛及其制品和制鞋业,纺织服装、服饰业] [2015-12-18]
从 2013 年底开始，中国及全球的毛皮服装市场逐渐萧蘼，国内不少毛皮服装生产商因此减少了天然毛皮服装的产量。但未来几年，随着全球经济日益转好，以及中国内需的不断扩大，天然毛皮服装因其独特的品味及舒适性，市场需求潜力仍然巨大，产量亦会同步增长。中商情报网预测，到 2018 年，我国天然毛皮服装年产量将超过 500 万件。未来几年，由于国际经济危机的影响和中国政府扩内需政策的实施，毛皮行业内外销比重调整步伐将进一步加快，国内市场将迎来皮草行业发展的增速期。预计到 2018 年，皮草服装国内销售规模将突破 210 亿元，我国皮草服装加工业销售规模将突破 550 亿元，毛皮鞣制及制品加工业销售规模将突破 1600亿元。
关键词：皮草；毛皮服装；市场需求
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119.全球箱包市场报告（2016-2020年）
[皮革、毛皮、羽毛及其制品和制鞋业] [2015-12-04]
Luggage and related luggage products are increasingly moving away from having only utilitarian value to actually functioning as fashion accessories. Luggage products have been gaining consumer interest with the growing popularity of outdoor sports and adventure travel, apart from a burgeoning rise in the global travel industry during the last few years. We see growing demand for durable luggage products that are also compact and lightweight. To cater to this demand, manufacturers are using materials like nylon, polyester, polycarbonates, faux leather, and microfibers.
关键词：箱包；相关的产品；功利价值；时尚配饰；日益普及；新兴崛起；全球旅游行业
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120.全球钱包市场报告（2015-2019年）
[皮革、毛皮、羽毛及其制品和制鞋业,纺织业] [2015-09-11]
Wallets are for both men and women, and are designed to carry personal belongings such as cash, cards (business cards, credit and debit cards, identification cards, and gift cards), other identification documents, and photographs. They are among the most desirable and popular fashion products for men and women. Wallets are not only comfortable and convenient to carry but have become a fashion statement. Modern day wallets are also seen as a status symbol that signify power and wealth. Consequently, luxury and premium wallets are gaining popularity and are being seen as an individualistic identity and fashion statement. Wallets have become the most desirable fashion accessory after footwear and jewelry. Various wallet companies are adopting innovative strategies in accordance with changing consumer demographics and preferences such as rising demand for eco-friendly wallets. Also, the launch of designer wallets exclusively for men is gaining attention in the market.
关键词：钱包；携带；个人物品；方便携带；时尚
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