轻工制造&纺织服饰行业周报：房地产契税调降，双十一居民消费意愿回暖

Investment Rating - The report maintains a "Neutral" rating for the light industry and textile and apparel sectors, while recommending "Add" ratings for specific companies including Oppein Home, Sophia, Haotaitai, Pathfinder, and Semir Apparel [4][52]. Core Insights - The report highlights a rebound in consumer sentiment during the Double Eleven shopping festival, with total sales reaching 1.4418 trillion yuan, a year-on-year increase of 26.60% [11][51]. - The introduction of new tax policies aimed at stabilizing the real estate market is expected to lower transaction costs for new and second-hand homes, thereby boosting demand in the real estate sector and its related industries [10][50]. Industry News - Price increases have been announced by major paper companies such as Nine Dragons and Shanying, with price hikes ranging from 30 to 60 yuan per ton for various paper products [21]. - Gold prices have seen a significant drop, impacting the prices of gold jewelry, which have decreased by approximately 14 yuan per gram [7][21]. Company Announcements - Taiping Bird's controlling shareholder plans to increase its stake in the company by 150 to 300 million yuan [8][42]. - Reiter plans to invest in a project to produce 100,000 sets of prefabricated smart bathroom products annually, with an estimated total investment of 741.87 million yuan [9][42]. Market Review - From November 11 to November 15, the light industry sector underperformed the CSI 300 index by 0.38 percentage points, with a decline of 3.68% compared to the index's 3.29% [10][43]. - The textile and apparel sector also lagged behind the CSI 300 index, with a decrease of 3.38% [10][46]. Weekly Strategy - The report emphasizes the positive impact of new tax policies on the real estate market, which is expected to enhance the performance of the downstream industries [10][50]. - The report notes a significant increase in consumer activity during the Double Eleven shopping festival, indicating a recovery in consumer spending [11][51].