天风国际：美地产复苏+补库需求释放+自主品牌出海轻工出口有望景气向上

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天风国际发布轻工制造行业研究报告称，重视降息带来美国地产后周期复苏+补库需求释放+耐用品换新周期将至+跨境电商催化，持续推荐恒林股份(603661.SH)、乐歌股份(300729.SZ)、致欧科技(301376.SZ)、匠心家居(301061.SZ)。此外建议关注永艺股份(603600.SH)、嘉益股份(301004.SZ)、梦百合(603313.SH)、麒盛科技(603610.SH)等。天风国际...

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天风国际：美地产复苏+补库需求释放+自主品牌出海 轻工出口有望景气向上

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天风国际：美地产复苏+补库需求释放+自主品牌出海轻工出口有望景气向上