据财联社主题库显示，相关上市公司中：① According to data from the General Administration of Customs, from January to August this year, the export value of China's furniture and parts reached 319.1 billion yuan, an increase of 12.3% over 284.18 billion yuan in the same period last year. ② Caitong Securities believes that as overseas inventory removal gradually comes to an end, the inventory replenishment cycle may arrive. Combined with interest rate cuts in 2024, US real estate is expected to recover, and orders from overseas companies are expected to improve. It is recommended to focus on the light industry and home furnishing export chain.
According to reports, China is the world's largest producer and exporter of furniture. Since this year, furniture export orders have continued to be booming, and various enterprises are also producing at full capacity. According to data from the General Administration of Customs, from January to August this year, the export value of China's furniture and parts reached 319.1 billion yuan, an increase of 12.3% over 284.18 billion yuan in the same period last year.
Caitong Securities believes that as overseas inventory removal gradually comes to an end, the inventory replenishment cycle may arrive. Combined with interest rate cuts in 2024, US real estate is expected to recover, and orders from overseas companies are expected to improve. It is recommended to focus on the light industry and home furnishing export chain. Furthermore, with the implementation of subsidies in various regions, household demand is expected to boost. Earlier, the two departments stated that they will directly arrange funds for ultra-long-term special treasury bonds to support local authorities to independently improve their ability to trade in consumer goods. In terms of household consumption, they should promote partial renovation of old houses, kitchen and bathroom, etc., and the purchase of items and materials used for home aging adaptation, and promote smart home consumption, etc. Promote the replacement of consumer goods for home improvement, kitchen and bathroom, and promote smart home consumption. It is expected that segments such as upholstered furniture such as mattresses and sofas, and smart bathroom will benefit.
According to the Finance Federation's theme library, among the relevant listed companies:
Gujia Home's smart products such as functional sofas, functional single chairs, and smart beds can be integrated with Hongmeng Ecology and connected to the “Smart Life” app to achieve intelligent control.
Ingenuity Home is a high-tech enterprise mainly engaged in R&D, design, production and sales of smart electric sofas, smart electric beds and their core accessories.
