信达证券给予罗莱生活“买入”评级,公司首次覆盖报告:睡眠经济方兴未艾,大单品驱动成长新篇
Sou Hu Cai Jing·2026-01-15 12:00

Group 1 - The core viewpoint of the report is that the home textile industry is experiencing steady growth, driven by the sleep economy and online transformation creating a new landscape [1] - The explosive product strategy has shown significant results, with both online and offline channels progressing in synergy [1] - The furniture business is expected to stabilize, potentially contributing to earnings elasticity [1] - The launch of the smart industrial park is expected to build a supply chain efficiency barrier [1] Group 2 - The report assigns a "buy" rating to Luolai Life (002293.SZ) based on the aforementioned factors [1]