證券研究報告|行業周報的信息披露和法律聲明輕工制輕工制造于大市(維持)證證券分析師徐偲資格編號：S0120523020002余倩瑩資格編號：S0120523020005研研究助理成淺之cn市市場表現7%4%0%-4%-7%-11%-15%2022-092023-012023-05相關研相關研究打造購物中心第二曲線》，2023.9.12.《顧家家居(603816.SH)：一體化整家運營發力，盈利能力進一步提3.《匠心家居(301061.SZ)：Q2業績增長亮眼，自有品牌建設卓有成4.《裕同科技(002831.SZ)：經營總2023.8.295.《志邦家居(603801.SH)：Q2業績亮眼，衣柜業務規模效應彰顯》，2023.8.29輕工制造周報：輕工制造周報：家居修復兌現，造市場行情回顧：2023年8月28日至9月1日，上證綜指上漲2.26%，深證成指上漲3.29%，創業板指上漲2.93%。分行業來看，申萬輕工制造上漲5.57%，相較滬深300指數+3.35pct，在31個申萬一級行業指數中排名第5。輕工制造行業(+20.29%)、榮晟環保(+18.33%)、雅藝科技(+17.29%)、王力安防(+17.19%)、恒林股份(+17.06%)、索菲亞(+15.34%)、好萊客(+14.31%)、源飛寵物(+14.3%)，跌幅前十分別為美利云(-8.55%)、晨光股份(-5.57%)、安妮股份(-5.38%)、浙江永強(-4.44%)、上海易連(-2.69%)、華泰股份(-2.67%)、沐邦高科(-2.3%)、東風股份(-1.94%)、浙江自然(-1.77%)、晨鳴B(-1.73%)。周專題：家居修復兌現，造紙周期筑底，出口拐點將至家居：Q2收入穩步兌現，盈利能力提升明顯。23H1家居板塊營收略有下滑，盈利能力提升明顯。受2023年年初疫后消費復蘇刺激，23Q2收入實現增長，2023Q1和Q2在降本增效和減值負面影響消退的影響下，利潤增速回正。隨著2022年下半年以來大宗原材料價格回落并趨于穩定，家居板塊毛利率回升；歸母凈利率提升幅度低于毛利率提升幅度，主要系收入承壓下規模效應未明顯顯現，部分費用未得到合理攤薄。定制家居企業業績增長亮眼，軟體家居企業業績分化。造紙：周期筑底，業績有望逐季改善。23H1周期筑底業績總體承壓。23年漿價超預期下落，由于運輸庫存等原因，成本改善滯后反映，23Q2盈利彈性部分釋放，凈利率承壓顯著，隨著漿價下落盈利彈性已得到部分釋放，盈利修復斜率更高。受紙種景氣度、紙漿自給率、成本管控能力影響，部分紙企Q2已率先復蘇，在下游需求不振，包裝紙行業盈利承壓的困境下，23Q2博匯和山鷹的銷售凈利率已扭虧為盈。特種紙企收入端相對穩健，Q2環比均有所提升，盈利端表現分化。包裝：下游需求有序回暖，成本改善邏輯逐步兌現。23Q2包裝板塊營收297.28億材等主要原材料的價格回落，23Q2包裝行業盈利迎來邊際改善。包裝行業景氣度與下游消費息息相關，大包裝龍頭裕同科技多元化發力環保煙包等業務，金屬包裝企業奧瑞金、昇興股份受益線下場景修復，啤酒飲料等消費需求復蘇更具韌性，內資無菌包裝龍頭新巨豐受益國產替代。伴隨下游需求回暖，原材料價格下行，卡位景氣賽道的細分龍頭業績表現較好。出口鏈：海外去庫延續，部分公司Q2業績已進入修復通道。23年上半年出口增速持續分化，人工草坪、床墊、保溫瓶、家用瓷增速修復相對較為明顯，而戶外充氣床墊、庭院用傘、PVC地板等品類增速依舊承壓。隨著下半年消費旺季補庫需求增長，通脹降溫終端消費溫和復蘇，出口鏈有望迎來向上拐點。部分出口鏈公司Q2業績已率先進入修復通道：麒盛科技、嘉益股份、恒林股份、吉宏股份、共創草坪Q2單季營業總收入同比19.89%/49.75%/25.72%/24.65%/12.16%，歸母凈利潤同比136.06%/105.93%/31.97%/64.30%/7.54%。風險提示：宏觀經濟增長不及預期風險；企業經營狀況低于預期風險；原料價格上升風險；匯率波動風險；競爭格局加劇。行業周報輕工制造2/25請務必閱讀正文之后的信息披露和法律聲明 1.3.包裝：下游需求有序回暖，成本改善邏輯逐步兌現 91.4.出口鏈：海外去庫延續，部分公司Q2業績已進入修復通道 11 3/25請務必閱讀正文之后的信息披露和法律聲明圖1：家居用品板塊營業總收入及同比增長率 5圖2：家居用品板塊歸母凈利潤及同比增長率 5圖3：家居用品板塊單季度營業總收入及同比增長率 5圖4：家居用品板塊單季度歸母凈利潤及同比增長率 5 圖6：申萬分類瓷磚地板/成品家居/定制家居/衛浴制品/其他家居用品單季度毛利率.......6圖7：申萬分類瓷磚地板/成品家居/定制家居/衛浴制品/其他家居用品單季度歸母凈利率6 圖12：申萬分類造紙、大宗紙、特種紙單季度毛利率(%) 8圖13：申萬分類造紙、大宗紙、特種紙單季度凈利率(%) 8 圖20：2023.08.28-2023.09.01申萬輕工制造指數變化 1321：年初至今申萬輕工制造指數漲跌幅與滬深300對比 13圖22：申萬輕工制造指數漲跌幅與其他行業漲跌幅對比(%) 13圖23：30大中城市商品房成交面積(萬平方米) 14圖24：100大中城市住宅用地成交面積(萬平方米) 15圖25：房屋住宅新開工面積累計值及同比(萬平方米，%) 15圖26：房屋住宅銷售面積累計值及同比(萬平方米，%) 15圖27：房屋住宅竣工面積累計值及同比(萬平方米，%) 15圖28：當月家具銷售額及同比變化(億元，%) 16圖29：當月家具及其零件出口金額及同比變化(萬美元，%) 16圖30：當月建材家居賣場銷售額及同比變化(億元，%) 16圖31：建材家居賣場累計銷售額及累計同比變化(億元，%) 16 4/25請務必閱讀正文之后的信息披露和法律聲明 圖36：主要紙種稅后毛利(元/噸) 17圖37：溶解漿內盤價格指數(元/噸) 17 8 2：重點家居企業毛利率及凈利率情況 7表3：重點紙企營收及歸母凈利潤情況 9率及凈利率情況 9表5：重點包裝企業營收及歸母凈利潤情況 10表6：重點包裝企業毛利率及凈利率情況 10表7：重點出口鏈企業營收及歸母凈利潤情況 12表8：重點出口鏈企業毛利率及凈利率情況 12op 表10：鴻博股份、中順潔柔等公司發布2023年半年度報告 20行業周報輕工制造5/25請務必閱讀正文之后的信息披露和法律聲明Q2收入穩步兌現，盈利能力提升明顯潤Q應利潤增速回正。000.000.000.000.0035.00%30.00%25.00%20.00%15.00%10.00%5.00%0.00%-5.00%000040.00%30.00%20.00%10.00%0.00%-20.00%-30.00%營業總收入(億元)yoy歸母凈利潤(億元)yoy 0.00.00%00 0% -20.00%營業總收入(億元).00.00.00.00.00.00yoy%0.00%0%0%0%歸母凈利潤(億元)行業周報輕工制造6/25請務必閱讀正文之后的信息披露和法律聲明 000000002022Q22022Q3Q2023Q12023Q22021Q120212022Q22022Q3Q2023Q12023Q2信用減值(億元)/33.29%，分別同比+6.28/4.72/0.64/-0.53/2.51pct，環比+5.79/+0.64/+4.20/+0.93/+2.70pct；瓷磚地板/成品家居/定制家居/衛浴制品/其他家居用品單季度歸母凈圖6：申萬分類瓷磚地板/成品家居/定制家居/衛浴制品/其他家居.00%0%圖7：申萬分類瓷磚地板/成品家居/定制家居/衛浴制品/其他家居0%0%0%0/-29.86%，銷售凈利率分別為15.58%/13.94%/8.55%/4.61%，同比變動+1.8pct3Q24.08%，同比變動+5.51/-0.90/+1.61/-7.82pct。行業周報輕工制造7/25請務必閱讀正文之后的信息披露和法律聲明股票簡稱營業總收入歸母凈利潤2021年同比2022年同比2023H1同比23Q2單季同比23Q2單季環比2021年同比2022年同比2023H1同比23Q2單季同比23Q2單季環比顧家家居44.81%-1.81%-1.53%10.02%24.56%96.87%8.87%3.67%16.94%30.82%歐派家居38.68%9.97%1.55%13.05%75.70%29.23%0.86%11.22%28.10%543.08%志邦家居34.17%4.58%13.04%17.11%85.53%27.84%6.17%13.66%20.01%147.95%公牛集團23.22%13.70%11.03%13.26%27.72%20.18%14.68%20.83%25.35%47.56%慕思股份45.56%-10.31%-12.81%-4.32%50.67%27.99%3.28%15.31%37.99%151.29%尚品宅配12.22%-27.30%-10.16%3.50%56.04%-11.54%-48.39%37.48%6599.05%133.92%索菲亞24.59%7.84%-0.78%5.63%62.85%-89.72%768.28%21.31%32.93%278.86%喜臨門38.21%0.86%5.53%6.20%59.29%78.29%-57.49%1.20%-3.06%160.63%金牌廚柜30.61%3.06%5.28%8.05%62.06%15.49%-18.03%-17.42%-29.86%33.41%大亞圣象20.46%-15.86%-19.63%-17.58%61.69%-4.86%-29.38%-46.74%-31.77%433.67%東鵬控股11.46%-13.15%15.84%14.67%117.01%-81.97%31.50%224.86%96.13%32429.43%海鷗住工23.52%-20.14%-22.17%-20.32%36.54%-43.75%-44.63%-83.62%-42.80%224.46%好萊客54.40%-16.25%-30.32%-19.95%79.66%-76.35%560.07%-32.50%-13.96%503.59%好太太22.88%-3.05%15.37%16.68%60.19%12.97%-27.19%44.91%74.66%111.32%江山歐派4.84%1.63%26.06%17.92%34.75%-39.67%-216.20%21.75%36.33%42.58%匠心家居46.04%-24.02%20.86%61.74%20.93%45.15%11.95%16.62%22.10%62.67%夢百合24.64%-1.50%-11.82%-1.95%11.95%-172.78%115.01%16.68%52.99%381.97%皮阿諾22.10%-20.40%-0.70%15.67%119.11%-470.05%121.08%-45.23%-10.80%1044.62%松霖科技46.30%6.84%-18.50%-13.99%30.65%11.39%-13.33%-22.78%-7.83%75.57%股票簡稱銷售毛利率銷售凈利率202120222023H123Q1單季23Q2單季202120222023H123Q1單季23Q2單季顧家家居28.87%30.83%31.51%32.13%31.01%9.27%10.26%10.40%10.16%10.59%歐派家居31.62%31.61%31.52%26.68%34.27%13.03%11.93%11.44%4.15%15.58%志邦家居36.24%37.69%36.80%36.89%36.75%9.81%9.96%7.79%6.40%8.55%公牛集團36.95%38.00%40.52%37.15%43.15%22.45%22.62%23.98%22.06%25.47%慕思股份44.98%46.47%50.68%48.39%52.20%10.59%12.20%14.83%10.58%17.64%尚品宅配33.17%34.62%34.11%30.98%36.11%1.22%0.87%-3.04%-11.80%2.58%索菲亞33.21%32.99%34.79%33.25%35.74%1.48%9.58%10.83%5.77%13.94%喜臨門32.00%32.40%35.23%32.39%37.01%7.79%3.47%5.93%4.27%6.98%金牌廚柜30.48%29.46%28.28%29.11%27.77%9.71%7.67%4.94%5.47%4.61%大亞圣象26.05%24.14%26.33%23.83%27.88%7.04%5.81%3.79%-4.75%9.08%東鵬控股29.57%29.73%32.03%24.84%35.34%1.89%2.87%10.58%0.07%15.42%海鷗住工18.25%15.69%16.90%15.26%18.11%1.06%0.72%0.20%-5.84%4.62%好萊客33.94%35.15%35.87%35.53%36.05%0.05%16.08%8.69%3.45%11.60%好太太45.09%46.37%49.22%45.72%51.41%21.15%15.81%20.89%17.46%23.04%江山歐派29.10%23.85%23.50%21.67%24.86%8.19%-9.54%8.63%8.21%8.94%匠心家居28.78%32.56%31.47%30.02%32.67%15.50%22.84%21.28%17.90%24.08%夢百合28.47%31.04%36.05%36.00%36.09%-3.31%0.65%2.90%1.16%4.47%皮阿諾33.96%30.02%27.65%24.43%29.12%-39.64%10.35%5.54%-2.27%9.10%松霖科技29.54%30.79%34.32%33.53%34.91%10.48%8.97%9.74%8.41%10.76%Q料行業周報輕工制造8/25請務必閱讀正文之后的信息披露和法律聲明0.000.000.000.00 0%0%0%營業總收入(億元)80.0060.0040.0020.00歸母凈利潤(億元)yoy.00%.00%00%0.00%0.00%0.00%0.00%0.00%.00%.00%.00%00%0.00%0.000.000.000.000.00營業總收入(億元)yoy0%0%%00%00%00%00%00%.000000歸母凈利潤(億元)yoy000行業周報輕工制造9/25請務必閱讀正文之后的信息披露和法律聲明鷹國際/晨鳴紙業/岳陽林紙/華泰股份23H1營收同比增Q蘇，太陽紙業/博匯紙業/山鷹國際23Q2歸母凈利潤環比分別提升，股票簡稱營業總收入歸母凈利潤2021年同比2022年同比2023H1同比23Q2單季同比23Q2單季環比2021年同比2022年同比2023H1同比23Q2單季同比23Q2單季環比太陽紙業48.21%23.66%-2.58%-6.39%-2.73%51.39%-4.12%-24.59%-30.34%21.24%博匯紙業-2.38%-4.93%8.03%0%-86.63%-180.07%-40.15%33%32.29%2.97%-17.52%-15.05%9.74%-248.87%-311.67%2%6%晨鳴紙業7.43%-3.08%-24.65%-21.47%4.11%20.65%-90.84%-398.98%-455.07%-49.84%岳陽林紙15%24.80%21.47%-1.05%-13.82%-28.05%1%-65.66%-91.21%-82.37%泰股份21.09%-14.44%-19.92%-8.59%-47.27%-48.92%-55.36%-42.65%仙鶴股份24.24%28.61%4.68%0.46%4.97%41.76%-30.14%-49.00%-71.90%-52.09%旺科技82.40%3.63%72.53%4.18%3.91%10%五洲特紙40.04%61.59%-4.44%-3.63%25.79%-47.41%-105.68%-84.02%7%冠豪高新9.30%-9.60%-13.03%18%-56.38%7%-133.65%-152.35%-833.96%股票簡稱銷售毛利率銷售凈利率202120222023H123Q1單季23Q2單季202120222023H123Q1單季23Q2單季太陽紙業7%5.17%0%1%6.13%9.27%7.08%6.50%5.80%7.22%博匯紙業22.93%5%4.32%-4.60%8%8%-4.00%-11.94%3.35%國際2.19%7.23%8.67%7.72%9.49%4.70%-6.92%-2.43%-5.92%0.57%晨鳴紙業23.61%7%8.50%2%6.57%6.33%0.99%-5.53%-4.35%-6.66%岳陽林紙5.11%1%4%1%8.64%3.85%6.35%2.23%3.49%0.77%華泰股份3%1%3%2%0%5.19%2.54%2.68%5%仙鶴股份8%1%9.11%1%8.25%3%9.24%4.83%6.67%3.07%華旺科技21.86%7%8%8%0%5.17%4%4%72%3%五洲特紙8%8.78%5.27%3.42%6.75%7%3.44%-0.43%-2.37%2%冠豪高新8%2%6.12%0%2.66%5.36%5.86%-4.34%0.22%-8.40%同比行業周報輕工制造10/25請務必閱讀正文之后的信息披露和法律聲明2018年2019年2020年2021年2022年2023H2018年2019年2020年2021年2022年2023H1上海艾錄28.56%23.47%25.08%12.73%0%0%0%0%0%營業總收入同比歸母凈利潤同比%0%0%營業總收入同比歸母凈利潤同比具韌性，內資無菌包裝龍頭新巨豐受益國產替代。裕同科技/奧瑞金/上海艾錄/新巨豐/喜悅智行/昇興股份2023Q2單季營收同比增速分別為-10.76%/10.78%/-股票簡稱營業總收入歸母凈利潤2021年同比2022年同比2023H1同比23Q2單季同比23Q2單季環比2021年同比2022年同比2023H1同比23Q2單季同比23Q2單季環比裕同科技25.97%9.49%-12.45%-10.76%-9.19%45.46%-10.82%-4.30%37.99%金20.22%0.63%4.11%-36.69%29.59%67.06%20.06%上海艾錄44.55%0.18%-11.35%-5.33%21.91%30.18%-26.55%-41.10%6.12%274.80%豐22.42%29.48%24.72%25.55%0.48%-7.04%7.84%2.30%-10.81%合興包裝46.16%-12.39%-23.22%-22.64%9.52%-24.73%-39.46%-25.09%-11.94%49.27%喜悅智行35.60%29.21%27.68%3.23%8.35%-21.18%-38.76%-8.21%勁嘉股份20.89%2.40%-23.09%-21.52%-4.56%23.82%-80.65%-44.02%-38.66%-24.96%昇興股份59.55%20.78%4.52%7.16%9.26%22.83%34.13%56.61%96.08%永新股份9.27%4.71%4.44%4.25%20.01%20.34%27.08%股票簡稱銷售毛利率銷售凈利率202120222023H123Q1單季23Q2單季202120222023H123Q1單季23Q2單季裕同科技21.54%23.75%23.61%23.72%23.52%7.19%9.64%6.88%6.14%7.50%奧瑞金3%6%4%5%1%6.46%3.95%6.35%6.18%6.51%22.09%6%9.35%6.29%2.81%9.15%新巨豐27.29%3%3%7%20.89%6%4%9.12%9.67%8.58%合興包裝8.57%8.79%1.10%9%1.11%0.71%0%7%喜悅智行36.69%32.41%28.46%32.24%25.50%73%8%4%6%6%勁嘉股份32.21%27.75%29.36%30.24%28.44%20.83%4.47%8%5%7%昇興股份5%9.47%5%9%1%3.30%3.13%4.64%3.43%5.66%永新股份22.24%22.20%24.39%24.42%24.37%2%1.16%1.19%8%4%行業周報輕工制造11/25請務必閱讀正文之后的信息披露和法律聲明0.000.000.000.000.000.00%%.00.00.00.00.00%%%%%%%營收(億元)yoy-右軸歸母凈利潤(億元)00營收(億元)yoy-右軸歸母凈利潤(億元)PVC舊承壓。隨著下股份、吉宏股份、共創草坪Q2單季營業總收入同比19.89%/49.75%/25.72%/24.65%/12.16%，歸母凈利潤同比行業周報輕工制造12/25請務必閱讀正文之后的信息披露和法律聲明久祺股份久祺股份12.63%13.54%14.61%5.53%公司名稱主要產品營業總收入歸母凈利潤2021年同比2022年同比2023H1同比23Q2單季23Q2單季環比2021年同比2022年同比2023H1同比23Q2單季23Q2單季環比技子、健康環境及汽車電子等品32.79%-38.46%-19.40%-2.35%11.58%6.68%-36.57%-40.82%-34.53%53.57%割草機、打草機/割灌機、其他動力機械及配件60.52%-8.43%-33.12%2.53%-27.41%-27.61%-79.74%-83.05%-125.51%-122.32%共創草坪人造草坪24.39%7.35%-3.44%12.16%27.32%-7.45%17.55%8.48%7.54%41.68%捷昌驅動41.15%14.02%-9.51%4.89%43.43%-33.29%21.18%-54.53%-35.68%440.23%能家居、健康智慧辦公產品；跨境電商公共海外倉創新服務47.95%11.74%8.37%12.34%10.70%-14.93%18.44%239.76%-58.87%-88.37%新型PVC復合材料地板41.81%-6.72%-85.98%-91.68%-57.85%-24.98%35.73%-124.00%-173.30%-312.19%然充氣床墊、戶外箱包、頭枕戶外運動用品44.91%12.27%-16.60%-5.12%20.71%37.59%-2.98%-30.86%-40.33%-20.68%PVC地板46.87%5.39%-3.49%-11.32%13.00%-48.50%119.49%141.83%96.62%65.67%辦公椅、沙發、按摩椅、櫥柜、地板等21.81%12.76%23.41%25.72%15.13%-7.05%4.50%23.57%31.97%135.28%瓷等陶瓷為主，同時涉及陶材料和電瓷等工業陶瓷30.69%14.63%-23.31%-25.34%14.71%16.17%24.64%-5.42%-20.98%2.84%益股份不銹鋼真空保溫器皿和不銹鋼、塑料、玻璃等材質的非真空器皿及其他新材料日用飲品、食品容器64.69%115.08%42.83%49.75%69.44%26.73%230.90%88.77%105.93%106.78%久祺股份62.31%-35.95%-23.79%-6.22%12.90%30.91%-18.20%-47.80%-33.71%182.20%智能家居驅動系統、智慧辦公驅動系統、電動尾門驅動等35.11%-31.80%-10.26%1.10%44.22%-32.43%-58.33%47.54%18.65%55.75%麒盛科技憶棉床墊、智能床31.28%-10.23%6.25%19.89%18.56%30.61%-92.82%24.73%136.06%309.33%性遮陽材料35.16%5.04%18.81%22.36%33.32%29.87%11.64%2.83%4.37%69.68%制品及生物全降解20.28%60.08%-22.84%-24.29%33.75%-37.73%151.72%-43.78%-53.58%45.31%17.40%3.83%19.95%24.65%28.50%-59.32%-19.05%64.30%64.30%68.99%股份時尚文具、手工藝品、社交情感產品、兒童益智產品等27.29%-4.65%-11.52%-5.96%63.88%-81.73%691.65%-29.54%-7.15%636.61%股票簡稱銷售毛利率銷售凈利率202120222023H123Q1單季23Q2單季202120222023H123Q1單季23Q2單季盈趣科技27.97%30.43%30.54%29.88%31.12%4%0%2.18%8%7%2%6.17%8.19%22.01%3%3.46%0.76%3.82%-1.18%共創草坪27.90%28.74%31.27%32.31%30.46%2%9%2%77%6%捷昌驅動26.95%26.88%25.93%26.35%25.64%0%78%6.54%2.81%9.14%39.72%34.41%35.74%37.16%34.46%6.42%6.82%26.41%49.86%5.24%天振股份20.52%22.27%21.13%21.68%4%8.78%78%-21.23%26.90%-135.43%浙江自然38.76%36.61%35.67%37.91%33.81%26.06%22.08%22.20%27.72%3%海象新材75%22.05%31.69%30.12%33.07%5.39%3%5%2%22.75%恒林股份22.50%21.78%23.71%24.90%22.69%5.78%5.23%7.49%4.88%9.76%華瓷股份29.96%32.42%32.71%32.95%32.50%3%3%5.12%0%5%嘉益股份28.73%34.26%38.81%37.00%39.88%2%21.53%24.96%21.92%26.75%74%76%7.03%4.98%2.72%6.99%迪股份20.92%3%26.39%30.27%23.70%6.78%4.14%9.03%8.62%9.31%麒盛科技35.47%31.61%33.43%35.74%31.49%4%0.87%7.93%3.34%0%玉馬遮陽43.57%41.66%39.75%39.20%40.16%26.97%28.66%23.95%20.72%26.37%2%22.24%3%9.17%0%5.77%8.89%5.50%5.68%5.37%宏股份38.39%40.69%46.93%45.62%47.95%4.03%3.19%5.62%4.88%6.19%創源股份23.87%28.94%29.97%29.78%30.08%6.15%7.11%-3.73%73%行業周報輕工制造13/25請務必閱讀正文之后的信息披露和法律聲明-03-17-18-27-08-03-17-18-27-08.一周行情回顧2.1.一周整體行情回顧t-10%輕工制造(申萬)滬深300圖22：申萬輕工制造指數漲跌幅與其他行業漲跌幅對比(%)6.00%4.00%2.00%0.00%%%2.2.一周個股漲跌幅榮晟環保(+18.33%)、雅藝科技(+17.29%)、王力安防物(+14.3%)，跌幅前十分別為美利云(-8.55%)、晨光股份(-5.57%)、安妮股份(-行業周報輕工制造14/25請務必閱讀正文之后的信息披露和法律聲明份(-2.67%)、沐邦高科(-序(%)序(%)16.SH1.SZ2.SZ129.SH晨光股份36.SH93.SZ45.SH4.SZ5雅藝科技56.SH數據追蹤3.1.家居增加12.83%；100大中城市住宅成交土地面積002014-01-262015-12-272017-11-262019-10-272021-09-262023-08-2730大中城市:商品房成交面積:當周值(單位：萬平方米)15/25請務必閱讀正文之后的信息披露和法律聲明000272023-08-27城市:成交土地占地面積:住宅類用地:住宅用地:%)000002021-08-312022-04-302022-11-302023-07-31商品房銷售面積:累計值(萬平方米)-左軸商品房銷售面積:累計同比(%)-右軸00000-602021-08-312022-04-302022-11-302023-07-31房屋新開工面積:住宅:累計值(萬平方米)-左軸房屋新開工面積:住宅:累計同比(%)-右軸%)000002021-05-312022-02-282022-10-312023-07-31房屋竣工面積:住宅:累計值(萬平方米)-左軸房屋竣工面積:住宅:累計同比(%)-右軸行業周報輕工制造16/25請務必閱讀正文之后的信息披露和法律聲明-01-05-09-01-05-01-05-09-01-05-091-011-05-09-01-05-09-01-05-07-04-01-07-04-01-07-04-01-07-04-019-07-04-01圖28：當月家具銷售額及同比變化(億元，%)0-019-05-09-01-05-09-01-019-05-09-01-05-09-01-05-09-01-05-093-01-0500零售額:家具類:當月值零售額:家具類:當月同比圖29：當月家具及其零件出口金額及同比變化(萬美元，%)00,00000000-01-05-09-01-05-090-01-05-09-01-05-09-012-05-09-01-050000銷售額:建材家居賣場:當月值00銷售額:建材家居賣場:累計值包裝造紙行業周報輕工制造17/25請務必閱讀正文之后的信息披露和法律聲明000闊葉漿價格(元/噸)針葉漿價格(元/噸)闊葉漿價格(元/噸)化機漿價格(元/噸)0002018/1/52019/1/52020/1/52021/1/52022/1/52023/1/5廢黃板紙價格(元/噸)廢書頁紙價格(元/噸)廢純報紙價格(元/噸)0002018/12/212020/2/142021/4/92022/7/12023/9/1雙銅紙價格(元/噸)雙膠紙價格(元/噸) 白卡紙價格(元/噸)0002018/1/52019/1/52020/1/52021/1/52022/1/52023/1/5白板紙價格(元/噸)箱板紙價格(元/噸)瓦楞紙價格(元/噸)圖36：主要紙種稅后毛利(元/噸)000000圖37：溶解漿內盤價格指數(元/噸)00.00,000.000.00行業周報輕工制造18/25請務必閱讀正文之后的信息披露和法律聲明00青島港木漿庫存(千噸)保定庫木漿庫存(千噸)常熟港木漿庫存(千噸)00銅版紙月度企業庫存(千噸)00雙膠紙月度企業庫存(千噸)銅版紙月度企業庫存(千噸)00企業庫存(千噸)社會庫存(千噸企業庫存(千噸)庫存天數(天)-右軸000社會庫存(千噸)企業庫存(千噸)-右軸行業周報輕工制造19/25請務必閱讀正文之后的信息披露和法律聲明86420紙廠廢舊黃板紙庫存(天數)0企業庫存(千噸)社會庫存(千噸)企業庫存(千噸)社會庫存(千噸)0企業庫存(千噸)社會庫存(千噸)4.行業重要新聞 lligenceU行業周報輕工制造20/25請務必閱讀正文之后的信息披露和法律聲明領域新成果發布(2023-08-29)人，推動計算軟硬件自主研發的力度，構建從智能芯片到算法框架，再到行業大模型的全站人工智能算力發展。。4、電子煙之家：泰國可能考慮將電子煙合法化并征稅(2023-08-31)公告元)元)化(%)損益的凈利潤(億營業總收入(億營業總收入同比變東的扣除非經常性扣除非經常性的凈利潤同比變化(%)東的凈利潤(億東的凈利潤同比變元)化(%)歸屬于上市公司股歸屬于上市公司股代碼簡稱002229.SZ鴻博股份2.9225.77-0.3221.81-0.3521.04.SZ.8589002752.SZ昇興股份33.444.521.5834.131.5666.51.SZ300501.SZ海順新材5.289.930.43-22.000.40-22.72行業周報輕工制造21/25請務必閱讀正文之后的信息披露和法律聲明.SZ.31359002836.SZ新宏澤0.52-32.350.02-72.130.00-93.60.SZ裕同科技5.322603801.SH志邦家居23.0113.041.7913.661.6517.10.SZ622603408.SH建霖家居18.81-20.001.59-29.961.42-36.911.SH17000910.SZ大亞圣象26.75-19.631.02-46.740.97-23.43.SZ裝002631.SZ德爾未來7.39-10.210.0332.14-0.1423.69.SZ2300879.SZ大葉股份7.37-33.120.13-83.050.18-75.79.SZ605500.SH森林包裝10.68-22.610.45-38.210.43-31.52.SZ12603898.SH好萊客9.73-30.320.84-32.500.59-47.346.SH.81969001368.SZ通達創智3.86-30.990.55-29.330.51-32.34.SZ金富科技300329.SZ海倫鋼琴1.54-18.200.03-47.190.02-48.619.SH603833.SH歐派家居98.431.5511.3311.2210.719.223.SH股份.6804600210.SH紫江企業47.462.643.0530.992.9628.35.SZ24603992.SH松霖科技13.95-18.501.20-22.781.34-22.53.SZ6603180.SH金牌廚柜15.065.280.76-17.420.435.44.SZ80038002067.SZ景興紙業27.09-10.900.33-71.830.18-83.48.SZ興包裝291002348.SZ高樂股份1.12-30.48-0.3343.15-0.3343.257.SH9301188.SZ力諾特玻4.6223.030.40-34.950.32-33.746.SH康欣新材1603600.SH永藝股份15.36-30.501.424.071.231.816.SH001300.SZ三柏碩1.88-53.410.09-87.650.03-95.30.SZ6301108.SZ潔雅股份2.80-22.260.65-26.980.53-39.026.SH3301198.SZ喜悅智行2.0310.910.27-21.180.247.02.SZ743301055.SZ張小泉3.74-14.840.06-81.460.05-83.18.SZ8.02300640.SZ德藝文創3.58-21.360.07-68.580.14-25.38.SZ.80603709.SH中源家居4.5821.120.18388.500.16880.44.SZ.30603816.SH顧家家居88.78-1.539.243.678.387.278.SH407002572.SZ索菲亞47.44-0.785.0021.314.6827.14行業周報輕工制造22/25請務必閱讀正文之后的信息披露和法律聲明.SZ晨鳴紙業59817600966.SH博匯紙業86.57-2.38-3.46-180.07-4.53-204.098.SH002803.SZ吉宏股份31.4419.951.8964.301.7672.423.SH2605268.SH王力安防11.2112.710.49487.280.43345.547.SH9603165.SH榮晟環保11.26-13.001.5847.031.5574.38.SZ2603863.SH松煬資源3.02-38.05-0.76-38.09-0.8245.82.SSH曲美家居19.47-23.24-1.57