本周行情回顾：本周上证综指下跌4.96%，轻工制造行业下跌7.04%，纺织服装行业下跌6.02%，均跑输大盘。其中，造纸板块下跌8.58%，包装印刷板块下跌7.39%，家具板块下跌6.65%；纺织制造板块下跌5.03%，服装家纺板块下跌6.47%。个股中，本周轻工制造行业涨幅前三为海伦钢琴（84.7%）、珠江钢琴（26.86%）、赫美集团（21.52%）；跌幅前三为康旗股份（-20.12%）、江山欧派（-18.39%）、吉宏股份（-18.09%）。纺织服装行业涨幅前三为延江股份（23.98%）、*ST 贵人（21.22%）、乔治白（17.12%）；跌幅前三为*ST 环球（-21.54%）、中潜股份（-19.79%）、奥康国际（-17.12%）

1 对近期板块关注点解读 .................................................................................................................................................. 1

1.1 地产销售数据对家具行业景气度影响 ................................................................................................................ 1

1.2 原材料价格上涨对企业盈利水平影响 ................................................................................................................ 1

1.3 投资策略：家居行业集中度提升正当时，龙头优势扩大 ................................................................................ 1

2 本周行情回顾 .................................................................................................................................................................. 2

2.1 板块行情：本周轻工制造板块下跌7.04%，纺织服装板块下跌6.02% ......................................................... 2

2.2 个股行情：海伦钢琴涨幅领先 ............................................................................................................................ 3

3 行业基本数据 .................................................................................................................................................................. 4

3.1 造纸........................................................................................................................................................................ 4

3.2 家具........................................................................................................................................................................ 4

3.3 纺织服装 ................................................................................................................................................................ 5

4 本周重要公告及行业新闻 .............................................................................................................................................. 7

4.1 公司公告 ................................................................................................................................................................ 7

4.2 行业新闻 ................................................................................................................................................................ 7

5 风险提示 .......................................................................................................................................................................... 8