轻工制造行业周报：出口链，2024M11漂白纸及纸板、弹簧床垫、保温杯表现较佳

Investment Rating - The industry is rated positively, with expectations of overall returns exceeding the CSI 300 Index by more than 5% in the next 6 months [3]. Core Insights - The report highlights strong performance in specific export categories such as bleached paper and board, spring mattresses, and thermos cups, all achieving double-digit growth [11]. - The home goods sector shows a continued double-digit growth trend for spring mattresses (+13%) and a high single-digit increase for mattresses (+8%), while demand for sofas, office chairs, PVC flooring, and bathroom products has weakened [8]. - Other categories like thermos cups and electronic cigarettes also performed well, with growth rates of +12% and +8% respectively, while plastic tableware remained stable with a +1% increase [8]. Summary by Category - Paper Products: Exports of pulp, paper, and related products showed steady performance (+1%), with bleached paper and board experiencing a significant increase of +18%, and cardboard boxes growing modestly by +6% [11]. - Home Goods: Spring mattresses continued to show strong growth (+13%), while other categories like sofas and office furniture saw declines of -11% and -2% respectively [8]. - Other Products: Thermos cups and electronic cigarettes showed positive growth trends (+12% and +8%), while plastic tableware remained stable with a +1% increase [8].