轻工制造&纺织服饰行业周报：家具、服装上半年内销平稳，白板纸价格上行

Investment Rating - The report maintains a "Neutral" rating for the light industry manufacturing and textile apparel sectors [4][30]. - Specific stock recommendations include "Buy" for companies such as Oppein Home, Sophia, Haotaitai, Pathfinder, and Semir Apparel [4][30]. Core Insights - Demand is showing signs of improvement, with leading packaging paper companies initiating a new round of price increases [8]. - The domestic retail sales of clothing, shoes, and furniture have remained stable, with growth rates of 1.30% and 2.60% year-on-year, respectively [4][30]. - The whiteboard paper market has experienced a price increase, with prices rising by 30.00 yuan/ton recently, indicating a positive demand outlook for the second half of the year [30]. Industry News - The whiteboard paper industry has seen a price increase of 50 to 100 yuan/ton starting from mid-July, following a previous increase of 200 to 300 yuan/ton for white card paper [8]. - The Southeast Asian e-commerce market has shown significant growth, with a total GMV of 114.6 billion USD in 2023, marking a 15.00% year-on-year increase [9]. Company Announcements - Huayi Group expects a net profit growth of 20.00% to 30.00% for the first half of 2024 [25]. - Songlin Technology anticipates a net profit increase of 66.05% to 90.96% for the same period [25][26]. Market Review - From July 15 to July 19, the light industry manufacturing sector underperformed the CSI 300 index by 5.28 percentage points, while the textile and apparel sector lagged by 4.87 percentage points [3][27]. - The textile and apparel sector's retail sales have shown stability, with exports remaining steady, contributing to a positive outlook for leading manufacturers [30].