轻工制造&纺织服饰行业周报：关注地产政策显效，纺织制造企业订单有望平稳

Investment Rating - The report maintains a "Neutral" rating for the light industry manufacturing and textile apparel sectors [36][45]. - Specific stock recommendations include "Buy" for Oppein Home, Sophia, Haotaitai, Pathfinder, and Semir Apparel [36]. Core Insights - The Turkish government will impose safeguard measures on imported corrugated base paper starting July 28, 2024, with a tax of $87/ton in the first year, decreasing slightly in subsequent years [10]. - The U.S. apparel market shows mixed signals, with signs of economic recovery such as rising imports and stable inventory levels, but concerns remain regarding changing consumer preferences and inflation pressures [11]. - In June, the transaction area of commercial housing in 30 major cities reached 10.47 million square meters, a new high for the first half of the year, despite a year-on-year decline of 24.72% [36]. Industry News - The report highlights the impact of real estate policy improvements on stabilizing market confidence and boosting demand in the real estate supply chain [36]. - The textile and apparel export situation has improved since the second quarter, with a 1.60% year-on-year increase in exports in May, reaching $13.247 billion [36]. Company Announcements - Xianggang Technology expects a net profit increase of 104.08% to 206.12% year-on-year for the first half of 2024 [30]. - Shangpin Home Furnishing plans to repurchase shares at a price not exceeding 20 yuan per share, with a total value between 25 million and 50 million yuan [30]. Market Review - From July 1 to July 5, the light industry manufacturing sector underperformed the CSI 300 index by 0.51 percentage points, with a decline of 1.39% [32]. - The textile and apparel sector also underperformed the CSI 300 index by 0.46 percentage points, with a decline of 1.34% [34].