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房市预期变化向好 提振定制家居行业信心

作者: admin 时间:2018-01-14 来源:未知
摘要:房地产企业销售业绩的大幅增长,也正向传导到与地产密切相关的家居行业。房地产销售数据有向好预期,我们乐观预计今年一季度订单增速会有所提升。某一线定制家居龙头企业高管...

房地产企业销售业绩的大幅增长,也正向传导到与地产密切相关的家居行业。“房地产销售数据有向好预期,我们乐观预计今年一季度订单增速会有所提升。”某一线定制家居龙头企业高管近日告诉记者。

申万宏源最新研报称,近期房地产政策趋向精准化,预期改善,前期被压制的家居股估值切换有望实现。该研报认为,从长期角度看,家居行业正进入比拼综合优势的阶段,龙头企业凭借品牌、精细化渠道运营、柔性生产、信息化水平等方面的综合优势,“穿越周期”的能力将大大增强。

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