轻工制造周报：家居修复兑现造纸周期筑底出口拐点将至

证券研究报告|行业周报的信息披露和法律声明轻工制轻工制造于大市(维持)证证券分析师徐偲资格编号：S0120523020002余倩莹资格编号：S0120523020005研研究助理成浅之cn市市场表现7%4%0%-4%-7%-11%-15%2022-092023-012023-05相关研相关研究打造购物中心第二曲线》，2023.9.12.《顾家家居(603816.SH)：一体化整家运营发力，盈利能力进一步提3.《匠心家居(301061.SZ)：Q2业绩增长亮眼，自有品牌建设卓有成4.《裕同科技(002831.SZ)：经营总2023.8.295.《志邦家居(603801.SH)：Q2业绩亮眼，衣柜业务规模效应彰显》，2023.8.29轻工制造周报：轻工制造周报：家居修复兑现，造市场行情回顾：2023年8月28日至9月1日，上证综指上涨2.26%，深证成指上涨3.29%，创业板指上涨2.93%。分行业来看，申万轻工制造上涨5.57%，相较沪深300指数+3.35pct，在31个申万一级行业指数中排名第5。轻工制造行业(+20.29%)、荣晟环保(+18.33%)、雅艺科技(+17.29%)、王力安防(+17.19%)、恒林股份(+17.06%)、索菲亚(+15.34%)、好莱客(+14.31%)、源飞宠物(+14.3%)，跌幅前十分别为美利云(-8.55%)、晨光股份(-5.57%)、安妮股份(-5.38%)、浙江永强(-4.44%)、上海易连(-2.69%)、华泰股份(-2.67%)、沐邦高科(-2.3%)、东风股份(-1.94%)、浙江自然(-1.77%)、晨鸣B(-1.73%)。周专题：家居修复兑现，造纸周期筑底，出口拐点将至家居：Q2收入稳步兑现，盈利能力提升明显。23H1家居板块营收略有下滑，盈利能力提升明显。受2023年年初疫后消费复苏刺激，23Q2收入实现增长，2023Q1和Q2在降本增效和减值负面影响消退的影响下，利润增速回正。随着2022年下半年以来大宗原材料价格回落并趋于稳定，家居板块毛利率回升；归母净利率提升幅度低于毛利率提升幅度，主要系收入承压下规模效应未明显显现，部分费用未得到合理摊薄。定制家居企业业绩增长亮眼，软体家居企业业绩分化。造纸：周期筑底，业绩有望逐季改善。23H1周期筑底业绩总体承压。23年浆价超预期下落，由于运输库存等原因，成本改善滞后反映，23Q2盈利弹性部分释放，净利率承压显著，随着浆价下落盈利弹性已得到部分释放，盈利修复斜率更高。受纸种景气度、纸浆自给率、成本管控能力影响，部分纸企Q2已率先复苏，在下游需求不振，包装纸行业盈利承压的困境下，23Q2博汇和山鹰的销售净利率已扭亏为盈。特种纸企收入端相对稳健，Q2环比均有所提升，盈利端表现分化。包装：下游需求有序回暖，成本改善逻辑逐步兑现。23Q2包装板块营收297.28亿材等主要原材料的价格回落，23Q2包装行业盈利迎来边际改善。包装行业景气度与下游消费息息相关，大包装龙头裕同科技多元化发力环保烟包等业务，金属包装企业奥瑞金、昇兴股份受益线下场景修复，啤酒饮料等消费需求复苏更具韧性，内资无菌包装龙头新巨丰受益国产替代。伴随下游需求回暖，原材料价格下行，卡位景气赛道的细分龙头业绩表现较好。出口链：海外去库延续，部分公司Q2业绩已进入修复通道。23年上半年出口增速持续分化，人工草坪、床垫、保温瓶、家用瓷增速修复相对较为明显，而户外充气床垫、庭院用伞、PVC地板等品类增速依旧承压。随着下半年消费旺季补库需求增长，通胀降温终端消费温和复苏，出口链有望迎来向上拐点。部分出口链公司Q2业绩已率先进入修复通道：麒盛科技、嘉益股份、恒林股份、吉宏股份、共创草坪Q2单季营业总收入同比19.89%/49.75%/25.72%/24.65%/12.16%，归母净利润同比136.06%/105.93%/31.97%/64.30%/7.54%。风险提示：宏观经济增长不及预期风险；企业经营状况低于预期风险；原料价格上升风险；汇率波动风险；竞争格局加剧。行业周报轻工制造2/25请务必阅读正文之后的信息披露和法律声明 1.3.包装：下游需求有序回暖，成本改善逻辑逐步兑现 91.4.出口链：海外去库延续，部分公司Q2业绩已进入修复通道 11 3/25请务必阅读正文之后的信息披露和法律声明图1：家居用品板块营业总收入及同比增长率 5图2：家居用品板块归母净利润及同比增长率 5图3：家居用品板块单季度营业总收入及同比增长率 5图4：家居用品板块单季度归母净利润及同比增长率 5 图6：申万分类瓷砖地板/成品家居/定制家居/卫浴制品/其他家居用品单季度毛利率.......6图7：申万分类瓷砖地板/成品家居/定制家居/卫浴制品/其他家居用品单季度归母净利率6 图12：申万分类造纸、大宗纸、特种纸单季度毛利率(%) 8图13：申万分类造纸、大宗纸、特种纸单季度净利率(%) 8 图20：2023.08.28-2023.09.01申万轻工制造指数变化 1321：年初至今申万轻工制造指数涨跌幅与沪深300对比 13图22：申万轻工制造指数涨跌幅与其他行业涨跌幅对比(%) 13图23：30大中城市商品房成交面积(万平方米) 14图24：100大中城市住宅用地成交面积(万平方米) 15图25：房屋住宅新开工面积累计值及同比(万平方米，%) 15图26：房屋住宅销售面积累计值及同比(万平方米，%) 15图27：房屋住宅竣工面积累计值及同比(万平方米，%) 15图28：当月家具销售额及同比变化(亿元，%) 16图29：当月家具及其零件出口金额及同比变化(万美元，%) 16图30：当月建材家居卖场销售额及同比变化(亿元，%) 16图31：建材家居卖场累计销售额及累计同比变化(亿元，%) 16 4/25请务必阅读正文之后的信息披露和法律声明 图36：主要纸种税后毛利(元/吨) 17图37：溶解浆内盘价格指数(元/吨) 17 8 2：重点家居企业毛利率及净利率情况 7表3：重点纸企营收及归母净利润情况 9率及净利率情况 9表5：重点包装企业营收及归母净利润情况 10表6：重点包装企业毛利率及净利率情况 10表7：重点出口链企业营收及归母净利润情况 12表8：重点出口链企业毛利率及净利率情况 12op 表10：鸿博股份、中顺洁柔等公司发布2023年半年度报告 20行业周报轻工制造5/25请务必阅读正文之后的信息披露和法律声明Q2收入稳步兑现，盈利能力提升明显润Q应利润增速回正。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%营业总收入(亿元)yoy归母净利润(亿元)yoy 0.00.00%00 0% -20.00%营业总收入(亿元).00.00.00.00.00.00yoy%0.00%0%0%0%归母净利润(亿元)行业周报轻工制造6/25请务必阅读正文之后的信息披露和法律声明 000000002022Q22022Q3Q2023Q12023Q22021Q120212022Q22022Q3Q2023Q12023Q2信用减值(亿元)/33.29%，分别同比+6.28/4.72/0.64/-0.53/2.51pct，环比+5.79/+0.64/+4.20/+0.93/+2.70pct；瓷砖地板/成品家居/定制家居/卫浴制品/其他家居用品单季度归母净图6：申万分类瓷砖地板/成品家居/定制家居/卫浴制品/其他家居.00%0%图7：申万分类瓷砖地板/成品家居/定制家居/卫浴制品/其他家居0%0%0%0/-29.86%，销售净利率分别为15.58%/13.94%/8.55%/4.61%，同比变动+1.8pct3Q24.08%，同比变动+5.51/-0.90/+1.61/-7.82pct。行业周报轻工制造7/25请务必阅读正文之后的信息披露和法律声明股票简称营业总收入归母净利润2021年同比2022年同比2023H1同比23Q2单季同比23Q2单季环比2021年同比2022年同比2023H1同比23Q2单季同比23Q2单季环比顾家家居44.81%-1.81%-1.53%10.02%24.56%96.87%8.87%3.67%16.94%30.82%欧派家居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%公牛集团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%索菲亚24.59%7.84%-0.78%5.63%62.85%-89.72%768.28%21.31%32.93%278.86%喜临门38.21%0.86%5.53%6.20%59.29%78.29%-57.49%1.20%-3.06%160.63%金牌厨柜30.61%3.06%5.28%8.05%62.06%15.49%-18.03%-17.42%-29.86%33.41%大亚圣象20.46%-15.86%-19.63%-17.58%61.69%-4.86%-29.38%-46.74%-31.77%433.67%东鹏控股11.46%-13.15%15.84%14.67%117.01%-81.97%31.50%224.86%96.13%32429.43%海鸥住工23.52%-20.14%-22.17%-20.32%36.54%-43.75%-44.63%-83.62%-42.80%224.46%好莱客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%江山欧派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%梦百合24.64%-1.50%-11.82%-1.95%11.95%-172.78%115.01%16.68%52.99%381.97%皮阿诺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%股票简称销售毛利率销售净利率202120222023H123Q1单季23Q2单季202120222023H123Q1单季23Q2单季顾家家居28.87%30.83%31.51%32.13%31.01%9.27%10.26%10.40%10.16%10.59%欧派家居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%公牛集团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%索菲亚33.21%32.99%34.79%33.25%35.74%1.48%9.58%10.83%5.77%13.94%喜临门32.00%32.40%35.23%32.39%37.01%7.79%3.47%5.93%4.27%6.98%金牌厨柜30.48%29.46%28.28%29.11%27.77%9.71%7.67%4.94%5.47%4.61%大亚圣象26.05%24.14%26.33%23.83%27.88%7.04%5.81%3.79%-4.75%9.08%东鹏控股29.57%29.73%32.03%24.84%35.34%1.89%2.87%10.58%0.07%15.42%海鸥住工18.25%15.69%16.90%15.26%18.11%1.06%0.72%0.20%-5.84%4.62%好莱客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%江山欧派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%梦百合28.47%31.04%36.05%36.00%36.09%-3.31%0.65%2.90%1.16%4.47%皮阿诺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料行业周报轻工制造8/25请务必阅读正文之后的信息披露和法律声明0.000.000.000.00 0%0%0%营业总收入(亿元)80.0060.0040.0020.00归母净利润(亿元)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营业总收入(亿元)yoy0%0%%00%00%00%00%00%.000000归母净利润(亿元)yoy000行业周报轻工制造9/25请务必阅读正文之后的信息披露和法律声明鹰国际/晨鸣纸业/岳阳林纸/华泰股份23H1营收同比增Q苏，太阳纸业/博汇纸业/山鹰国际23Q2归母净利润环比分别提升，股票简称营业总收入归母净利润2021年同比2022年同比2023H1同比23Q2单季同比23Q2单季环比2021年同比2022年同比2023H1同比23Q2单季同比23Q2单季环比太阳纸业48.21%23.66%-2.58%-6.39%-2.73%51.39%-4.12%-24.59%-30.34%21.24%博汇纸业-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%晨鸣纸业7.43%-3.08%-24.65%-21.47%4.11%20.65%-90.84%-398.98%-455.07%-49.84%岳阳林纸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%仙鹤股份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%五洲特纸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%股票简称销售毛利率销售净利率202120222023H123Q1单季23Q2单季202120222023H123Q1单季23Q2单季太阳纸业7%5.17%0%1%6.13%9.27%7.08%6.50%5.80%7.22%博汇纸业22.93%5%4.32%-4.60%8%8%-4.00%-11.94%3.35%国际2.19%7.23%8.67%7.72%9.49%4.70%-6.92%-2.43%-5.92%0.57%晨鸣纸业23.61%7%8.50%2%6.57%6.33%0.99%-5.53%-4.35%-6.66%岳阳林纸5.11%1%4%1%8.64%3.85%6.35%2.23%3.49%0.77%华泰股份3%1%3%2%0%5.19%2.54%2.68%5%仙鹤股份8%1%9.11%1%8.25%3%9.24%4.83%6.67%3.07%华旺科技21.86%7%8%8%0%5.17%4%4%72%3%五洲特纸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%同比行业周报轻工制造10/25请务必阅读正文之后的信息披露和法律声明2018年2019年2020年2021年2022年2023H2018年2019年2020年2021年2022年2023H1上海艾录28.56%23.47%25.08%12.73%0%0%0%0%0%营业总收入同比归母净利润同比%0%0%营业总收入同比归母净利润同比具韧性，内资无菌包装龙头新巨丰受益国产替代。裕同科技/奥瑞金/上海艾录/新巨丰/喜悦智行/昇兴股份2023Q2单季营收同比增速分别为-10.76%/10.78%/-股票简称营业总收入归母净利润2021年同比2022年同比2023H1同比23Q2单季同比23Q2单季环比2021年同比2022年同比2023H1同比23Q2单季同比23Q2单季环比裕同科技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%上海艾录44.55%0.18%-11.35%-5.33%21.91%30.18%-26.55%-41.10%6.12%274.80%丰22.42%29.48%24.72%25.55%0.48%-7.04%7.84%2.30%-10.81%合兴包装46.16%-12.39%-23.22%-22.64%9.52%-24.73%-39.46%-25.09%-11.94%49.27%喜悦智行35.60%29.21%27.68%3.23%8.35%-21.18%-38.76%-8.21%劲嘉股份20.89%2.40%-23.09%-21.52%-4.56%23.82%-80.65%-44.02%-38.66%-24.96%昇兴股份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%股票简称销售毛利率销售净利率202120222023H123Q1单季23Q2单季202120222023H123Q1单季23Q2单季裕同科技21.54%23.75%23.61%23.72%23.52%7.19%9.64%6.88%6.14%7.50%奥瑞金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%新巨丰27.29%3%3%7%20.89%6%4%9.12%9.67%8.58%合兴包装8.57%8.79%1.10%9%1.11%0.71%0%7%喜悦智行36.69%32.41%28.46%32.24%25.50%73%8%4%6%6%劲嘉股份32.21%27.75%29.36%30.24%28.44%20.83%4.47%8%5%7%昇兴股份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%行业周报轻工制造11/25请务必阅读正文之后的信息披露和法律声明0.000.000.000.000.000.00%%.00.00.00.00.00%%%%%%%营收(亿元)yoy-右轴归母净利润(亿元)00营收(亿元)yoy-右轴归母净利润(亿元)PVC旧承压。随着下股份、吉宏股份、共创草坪Q2单季营业总收入同比19.89%/49.75%/25.72%/24.65%/12.16%，归母净利润同比行业周报轻工制造12/25请务必阅读正文之后的信息披露和法律声明久祺股份久祺股份12.63%13.54%14.61%5.53%公司名称主要产品营业总收入归母净利润2021年同比2022年同比2023H1同比23Q2单季23Q2单季环比2021年同比2022年同比2023H1同比23Q2单季23Q2单季环比技子、健康环境及汽车电子等品32.79%-38.46%-19.40%-2.35%11.58%6.68%-36.57%-40.82%-34.53%53.57%割草机、打草机/割灌机、其他动力机械及配件60.52%-8.43%-33.12%2.53%-27.41%-27.61%-79.74%-83.05%-125.51%-122.32%共创草坪人造草坪24.39%7.35%-3.44%12.16%27.32%-7.45%17.55%8.48%7.54%41.68%捷昌驱动41.15%14.02%-9.51%4.89%43.43%-33.29%21.18%-54.53%-35.68%440.23%能家居、健康智慧办公产品；跨境电商公共海外仓创新服务47.95%11.74%8.37%12.34%10.70%-14.93%18.44%239.76%-58.87%-88.37%新型PVC复合材料地板41.81%-6.72%-85.98%-91.68%-57.85%-24.98%35.73%-124.00%-173.30%-312.19%然充气床垫、户外箱包、头枕户外运动用品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%办公椅、沙发、按摩椅、橱柜、地板等21.81%12.76%23.41%25.72%15.13%-7.05%4.50%23.57%31.97%135.28%瓷等陶瓷为主，同时涉及陶材料和电瓷等工业陶瓷30.69%14.63%-23.31%-25.34%14.71%16.17%24.64%-5.42%-20.98%2.84%益股份不锈钢真空保温器皿和不锈钢、塑料、玻璃等材质的非真空器皿及其他新材料日用饮品、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%智能家居驱动系统、智慧办公驱动系统、电动尾门驱动等35.11%-31.80%-10.26%1.10%44.22%-32.43%-58.33%47.54%18.65%55.75%麒盛科技忆棉床垫、智能床31.28%-10.23%6.25%19.89%18.56%30.61%-92.82%24.73%136.06%309.33%性遮阳材料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%股份时尚文具、手工艺品、社交情感产品、儿童益智产品等27.29%-4.65%-11.52%-5.96%63.88%-81.73%691.65%-29.54%-7.15%636.61%股票简称销售毛利率销售净利率202120222023H123Q1单季23Q2单季202120222023H123Q1单季23Q2单季盈趣科技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%共创草坪27.90%28.74%31.27%32.31%30.46%2%9%2%77%6%捷昌驱动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%华瓷股份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%玉马遮阳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%创源股份23.87%28.94%29.97%29.78%30.08%6.15%7.11%-3.73%73%行业周报轻工制造13/25请务必阅读正文之后的信息披露和法律声明-03-17-18-27-08-03-17-18-27-08.一周行情回顾2.1.一周整体行情回顾t-10%轻工制造(申万)沪深300图22：申万轻工制造指数涨跌幅与其他行业涨跌幅对比(%)6.00%4.00%2.00%0.00%%%2.2.一周个股涨跌幅荣晟环保(+18.33%)、雅艺科技(+17.29%)、王力安防物(+14.3%)，跌幅前十分别为美利云(-8.55%)、晨光股份(-5.57%)、安妮股份(-行业周报轻工制造14/25请务必阅读正文之后的信息披露和法律声明份(-2.67%)、沐邦高科(-序(%)序(%)16.SH1.SZ2.SZ129.SH晨光股份36.SH93.SZ45.SH4.SZ5雅艺科技56.SH数据追踪3.1.家居增加12.83%；100大中城市住宅成交土地面积002014-01-262015-12-272017-11-262019-10-272021-09-262023-08-2730大中城市:商品房成交面积:当周值(单位：万平方米)15/25请务必阅读正文之后的信息披露和法律声明000272023-08-27城市:成交土地占地面积:住宅类用地:住宅用地:%)000002021-08-312022-04-302022-11-302023-07-31商品房销售面积:累计值(万平方米)-左轴商品房销售面积:累计同比(%)-右轴00000-602021-08-312022-04-302022-11-302023-07-31房屋新开工面积:住宅:累计值(万平方米)-左轴房屋新开工面积:住宅:累计同比(%)-右轴%)000002021-05-312022-02-282022-10-312023-07-31房屋竣工面积:住宅:累计值(万平方米)-左轴房屋竣工面积:住宅:累计同比(%)-右轴行业周报轻工制造16/25请务必阅读正文之后的信息披露和法律声明-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图28：当月家具销售额及同比变化(亿元，%)0-019-05-09-01-05-09-01-019-05-09-01-05-09-01-05-09-01-05-093-01-0500零售额:家具类:当月值零售额:家具类:当月同比图29：当月家具及其零件出口金额及同比变化(万美元，%)00,00000000-01-05-09-01-05-090-01-05-09-01-05-09-012-05-09-01-050000销售额:建材家居卖场:当月值00销售额:建材家居卖场:累计值包装造纸行业周报轻工制造17/25请务必阅读正文之后的信息披露和法律声明000阔叶浆价格(元/吨)针叶浆价格(元/吨)阔叶浆价格(元/吨)化机浆价格(元/吨)0002018/1/52019/1/52020/1/52021/1/52022/1/52023/1/5废黄板纸价格(元/吨)废书页纸价格(元/吨)废纯报纸价格(元/吨)0002018/12/212020/2/142021/4/92022/7/12023/9/1双铜纸价格(元/吨)双胶纸价格(元/吨) 白卡纸价格(元/吨)0002018/1/52019/1/52020/1/52021/1/52022/1/52023/1/5白板纸价格(元/吨)箱板纸价格(元/吨)瓦楞纸价格(元/吨)图36：主要纸种税后毛利(元/吨)000000图37：溶解浆内盘价格指数(元/吨)00.00,000.000.00行业周报轻工制造18/25请务必阅读正文之后的信息披露和法律声明00青岛港木浆库存(千吨)保定库木浆库存(千吨)常熟港木浆库存(千吨)00铜版纸月度企业库存(千吨)00双胶纸月度企业库存(千吨)铜版纸月度企业库存(千吨)00企业库存(千吨)社会库存(千吨企业库存(千吨)库存天数(天)-右轴000社会库存(千吨)企业库存(千吨)-右轴行业周报轻工制造19/25请务必阅读正文之后的信息披露和法律声明86420纸厂废旧黄板纸库存(天数)0企业库存(千吨)社会库存(千吨)企业库存(千吨)社会库存(千吨)0企业库存(千吨)社会库存(千吨)4.行业重要新闻 lligenceU行业周报轻工制造20/25请务必阅读正文之后的信息披露和法律声明领域新成果发布(2023-08-29)人，推动计算软硬件自主研发的力度，构建从智能芯片到算法框架，再到行业大模型的全站人工智能算力发展。。4、电子烟之家：泰国可能考虑将电子烟合法化并征税(2023-08-31)公告元)元)化(%)损益的净利润(亿营业总收入(亿营业总收入同比变东的扣除非经常性扣除非经常性的净利润同比变化(%)东的净利润(亿东的净利润同比变元)化(%)归属于上市公司股归属于上市公司股代码简称002229.SZ鸿博股份2.9225.77-0.3221.81-0.3521.04.SZ.8589002752.SZ昇兴股份33.444.521.5834.131.5666.51.SZ300501.SZ海顺新材5.289.930.43-22.000.40-22.72行业周报轻工制造21/25请务必阅读正文之后的信息披露和法律声明.SZ.31359002836.SZ新宏泽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大亚圣象26.75-19.631.02-46.740.97-23.43.SZ装002631.SZ德尔未来7.39-10.210.0332.14-0.1423.69.SZ2300879.SZ大叶股份7.37-33.120.13-83.050.18-75.79.SZ605500.SH森林包装10.68-22.610.45-38.210.43-31.52.SZ12603898.SH好莱客9.73-30.320.84-32.500.59-47.346.SH.81969001368.SZ通达创智3.86-30.990.55-29.330.51-32.34.SZ金富科技300329.SZ海伦钢琴1.54-18.200.03-47.190.02-48.619.SH603833.SH欧派家居98.431.5511.3311.2210.719.223.SH股份.6804600210.SH紫江企业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金牌厨柜15.065.280.76-17.420.435.44.SZ80038002067.SZ景兴纸业27.09-10.900.33-71.830.18-83.48.SZ兴包装291002348.SZ高乐股份1.12-30.48-0.3343.15-0.3343.257.SH9301188.SZ力诺特玻4.6223.030.40-34.950.32-33.746.SH康欣新材1603600.SH永艺股份15.36-30.501.424.071.231.816.SH001300.SZ三柏硕1.88-53.410.09-87.650.03-95.30.SZ6301108.SZ洁雅股份2.80-22.260.65-26.980.53-39.026.SH3301198.SZ喜悦智行2.0310.910.27-21.180.247.02.SZ743301055.SZ张小泉3.74-14.840.06-81.460.05-83.18.SZ8.02300640.SZ德艺文创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顾家家居88.78-1.539.243.678.387.278.SH407002572.SZ索菲亚47.44-0.785.0021.314.6827.14行业周报轻工制造22/25请务必阅读正文之后的信息披露和法律声明.SZ晨鸣纸业59817600966.SH博汇纸业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荣晟环保11.26-13.001.5847.031.5574.38.SZ2603863.SH松炀资源3.02-38.05-0.76-38.09-0.8245.82.SSH曲美家居19.47-23.24-1.57