7 月BHI 较上月微降，全国建材家居市场延续淡季行情。由商务部流 通业发展司、中国建筑材料流通协会共同发布的全国建材家居景气指数 BHI7 月份全国建材家居景气指数（BHI）为120.84，环比下跌0.15 点，同 比上涨36.27 点。全国规模以上建材家居卖场7 月销售额为912.6 亿元，环 比下跌5.82%，同比上涨40.74%；2021 年1 至7 月累计销售额为5722.4 亿元，同比上涨68.24%。7 月仍为传统家装市场淡季，叠加高温多雨、洪 涝灾害等不利天气因素，以及新一轮疫情多点散发等因素的影响，BHI 较 上月微降，全国建材家居市场延续淡季行情，整体保持平稳态势。

1. 本周主要观点及投资建议....................................................................................................................................... 4

2. 行情回顾....................................................................................................................................................................6

3. 行业重点数据跟踪................................................................................................................................................... 8

3.1 家具.......................................................................................................................................................................8

3.2 造纸包装...............................................................................................................................................................9

3.3 文娱及其他...........................................................................................................................................................9

4.行业动态及重要公告............................................................................................................................................... 10

4.1 行业要闻.............................................................................................................................................................10

4.2 上市公司重要公告.............................................................................................................................................11

5.风险提示....................................................................................................................................................................12