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东兴证券:家居需求承压下 行业有望加速出清

Securities Times ·  Aug 1, 2024 02:52

证券时报网讯,东兴证券研报指出,展望未来,家居需求承压下,行业有望加速出清。家居龙头凭借品类拓展及渠道多元化获取竞争优势,在过往年份业绩表现稳定,即使在消费场景尚未恢复的2022年仍实现收入增长。集中度的提升有望继续助力家居龙头业绩平稳,东兴证券依然认为高ROE、高股息率的龙头具备配置价值。

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