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房市預期變化向好 提振定制家居行業信心

作者: admin 時間:2018-01-14 來源:未知
摘要:房地產企業銷售業績的大幅增長,也正向傳導到與地產密切相關的家居行業。房地產銷售數據有向好預期,我們樂觀預計今年一季度訂單增速會有所提升。某一線定制家居龍頭企業高管...

房地產企業銷售業績的大幅增長,也正向傳導到與地產密切相關的家居行業。“房地產銷售數據有向好預期,我們樂觀預計今年一季度訂單增速會有所提升。”某一線定制家居龍頭企業高管近日告訴記者。

申萬宏源最新研報稱,近期房地產政策趨向精準化,預期改善,前期被壓制的家居股估值切換有望實現。該研報認為,從長期角度看,家居行業正進入比拼綜合優勢的階段,龍頭企業憑借品牌、精細化渠道運營、柔性生產、信息化水平等方面的綜合優勢,“穿越周期”的能力將大大增強。

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