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631.轻工造纸行业:寻找确定性-2016年中期投资策略
[造纸和纸制品业,家具制造业] [2016-06-01]
家居作为地产产业链中业绩确定性最强癿细分行业,叐益二一事线地产回暖,业绩改善逐步显现;其龙央企业通过品牉渠道发革逐步提升仹额进而扩张品类,业绩成长确定。传统企业通过升级渠道摆脱传统营销困局、转发自身盈利模式以及通过于联网整合供需体系等均是未来轻工各细分子行业演进癿方向。在政策红利推劢癿电子収票行业和其他现代服务业中,也值得找寻其中超预期之处。
关键词:轻工;造纸;确定性;投资
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632.轻工制造行业:继续推荐增长明确的家居板块,适当关注主题机会-研究周报
[家具制造业,造纸和纸制品业] [2016-06-01]
上周,大盘继续弱势整理,轻工制造行业调整幅度更大。我们的推荐组合中,冠豪高新和鸿博股份跑赢大市,其余则表现相对不佳。我们维持当前市场博弈以存量资金为主,风险偏好相对稳定的判断。预计轻工板块近期将保持震荡走势。我们维持重点推荐业绩成长明确的家居板块(宜华木业和索菲亚),以及益智类玩具龙头邦宝益智和瓦楞纸箱龙头美盈森,建议关注具有潜在政策催化的彩票无纸化板块(鸿博股份、冠豪高新)。
关键词:轻工;家居;主题机会
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633.全球卧室家具市场报告(2016-2020年)
[家具制造业] [2016-05-30]
The global bedroom furniture industry is highly fragmented. It is also labor-intensive and includes craft-based local firms and mass volume producers and retailers. With the emergence of flat-pack and ready-to-assemble (RTA) furniture, mass production has become viable, allowing for larger quantities of shipments. Companies that make flat-pack furniture target the medium-price segments whereas those that make solid wood furniture target the high-end market, which is primarily design led.
关键词:全球卧室家具行业;高度分散;平板式包装;准备组装(RTA);实木家具;高端市场
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634.轻工行业:看好造纸和定制家具龙头-周报
[家具制造业,造纸和纸制品业,印刷和记录媒介复制业] [2016-05-06]
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。
关键词:轻工行业;造纸印刷;定制家具;板块行情;行业数据
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635.全球家具市场报告(2016-2020年)
[家具制造业] [2016-04-22]
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
关键词:家居装饰市场;成长型企业;奢侈家居产品
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636.美国儿童家具市场报告(2016-2020年)
[家具制造业] [2016-03-26]
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.
关键词:儿童家具;复合年增长率增;家具市场;
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637.轻工造纸行业:互联网彩票重启再受关注,北京加快发展冰雪运动产业,个性包装紧跟市场...
[造纸和纸制品业,家具制造业,文教、工美、体育和娱乐用品制造业] [2016-03-20]
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。
关键词:体育彩票;包装文具;家具;虚拟现实;IPO进展;行业数据
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638.全球成长帐篷市场报告(2016-2020年)
[家具制造业,专用设备制造业,纺织业] [2016-03-13]
The global population is growing rapidly and is likely to reach over nine billion by 2050. The rate of urbanization continues to grow, reducing the availability of arable land. Soil erosion and pollution is also reducing the size of arable land per person. With the increasing population, the demand for food, animal feed, and biofuel will also increase. Food security remains a significant concern across the world. Factors like urbanization, decreasing size of arable land, and increased population density in cities are also highlighting the need for urban agriculture.
关键词:城市化;速度继续增长;粮食安全;都市农业
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639.造纸轻工行业:继续推荐家居产业链,关注供给侧改革及国企改革-周报
[家具制造业,造纸和纸制品业] [2016-03-07]
受持续政策利好催化,近两周楼市量价快速上升。除去投机因素,也能观测出刚需改善型的需求依然强大。作为地产后市场,家居行业有望受益于估值与业绩双轮驱动。
关键词:造纸;包装轻工;行业新闻;家居产业链
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640.造纸轻工行业:乐视体育领投章鱼彩票B轮,足协脱钩体育总局基本完成
[造纸和纸制品业,家具制造业] [2016-03-07]
本周,纸包装原料价格继续保持在低位水平,塑料包装原包装下游内需行业(家电、食品饮料、日化产品和电子健,为包装行业提供了平稳的需求支撑。 随着互联网的刷技术的革新和下游客户需求演变,具有全国布局优势规模技术优势及融资、创新能力,率先受益于行业变革
关键词:体彩;智能生产;包装文具;虚拟现实