{"id":56363,"date":"2023-08-28T16:45:00","date_gmt":"2023-08-28T08:45:00","guid":{"rendered":"http:\/\/www.gocpmall.com\/?p=56363"},"modified":"2023-08-28T16:45:00","modified_gmt":"2023-08-28T08:45:00","slug":"%e4%b8%ad%e5%9b%bd%e9%93%b6%e6%b2%b3%e7%bb%99%e4%ba%88%e8%bd%bb%e5%b7%a5%e8%a1%8c%e4%b8%9a%e6%8e%a8%e8%8d%90%e8%af%84%e7%ba%a7%ef%bc%9a%e7%ab%a3%e5%b7%a5%e7%bb%b4%e6%8c%81%e5%bf%ab%e9%80%9f%e5%a2%9e","status":"publish","type":"post","link":"https:\/\/www.gocpmall.com\/?p=56363","title":{"rendered":"\u4e2d\u56fd\u94f6\u6cb3\u7ed9\u4e88\u8f7b\u5de5\u884c\u4e1a\u63a8\u8350\u8bc4\u7ea7\uff1a\u7ae3\u5de5\u7ef4\u6301\u5feb\u901f\u589e\u957f \u9759\u5f85\u5730\u4ea7&\u6d88\u8d39\u653f\u7b56\u843d\u5730 _ \u4e1c\u65b9\u8d22\u5bcc\u7f51"},"content":{"rendered":"

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中国银河 08月21日发布 研报 称：给予轻工行业推荐（维持）评级。 家居：政策释放积极信号，看好家居消费信心提振：政策支持带动竣工快速修复，未来将对家居需求形成支撑，2023年1~7月，全国房屋累计竣工面积达到3.84亿平方米，同比增长20.5%，7月单月为0.45。 造纸：浆价低位企稳，看好高端产品盈利弹性：废纸系：下游需求表现疲软，废纸系价格表现较弱，静待后续经济好转带动需求复苏。8月18日，废黄纸板、瓦楞纸、箱板纸平均价格分别为1,501、2,721、3,701元\/吨，分别较上周变动0%、0.32%、0%。浆纸系：浆价低位已有企稳，8月18日，阔叶浆、针叶浆及化机浆价格分别为4,620、5,477、3,975元\/吨，分别较上周变动-0.06%、-0.76%、0.21%。双胶纸、双铜纸及白卡纸价格分别为5,563、5,320、4,380元\/吨，分别较上周上涨0.23%、0.57%、0.69%。高端文化纸需求稳中向好，看好党建及教辅教材板块需求：印刷新规出台预计将使教辅教材需求增长10%~20%，且预计二十大以后党建刊物需求将逐步释放。特种纸：浆价快速下行至低位将带动特种纸盈利改善，且特种纸下游需求表现稳健，价格有望。 包装：原材料价格下行，行业盈利修复确定性强：纸包装方面，受益于环保趋势，纸包装行业有望实现扩张，且市场集中度较低，未来提升空间巨大。疫后居民生活恢复正常，线下社交、商务餐饮需求明显修复，进而驱动烟酒消费复苏，预计配套包装需求将得到保证。2023年1~7月，烟酒类零售额为3,035亿元，同比增长8.4%。其中，7月单月零售额为391亿元，同比增长7.2%。金属包装方面，二片罐需求受益于啤酒罐化率提升&碳酸饮料扩张，三片罐需求受益于能量饮料扩张。供需格局改善强化包装龙头议价能力，盈利有望增强。原材料方面，瓦楞纸、箱板纸价格持续下行，未来料将维持低位，白卡纸后续产能投放将压制价格表现；镀锡板卷、铝活跃合约期货结算价自高位。 轻工消费：新型烟草发展前景明朗，文具行业市场持续扩容：新型烟草：海外市场规模快速成长，中国 电子烟 产业链全球化布局，竞争优势突出，政策支持下出口前景广阔；国内 电子烟 政策落地将实现有序发展，未来行业料将稳健扩张，市场份额向头部集中。文具：疫后。 风险提示：经济增长不及预期的风险；原材料价格大幅波动的风险。本周 沪深300 指数较上周下跌2.58%，其中轻工制造板块上涨0.54%，在31个子行业中的涨跌幅排名为第3名。本周轻工制造板块整体呈现上涨趋势，其中家居用品、造纸、包装印刷板块分别上涨1.15%、0.33%、0.32%，而文娱用品板块本周下跌0.59%。 （文章来源：每日经济新闻）
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中国银河 08月21日&# […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-56363","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/posts\/56363","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=56363"}],"version-history":[{"count":0,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/posts\/56363\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=56363"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=56363"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=56363"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}