轻工制造&纺织服饰行业周报：关注AI赋能家居企业，以及AI眼镜投资机会-2025-03-07

Investment Rating - The report maintains a "Neutral" rating for the light industry and textile apparel sectors, while recommending an "Overweight" rating for specific companies including Oppein Home, Sophia, Explorer, Semir Apparel, and Guibao Pet [7][30]. Core Insights - The European Union has made a preliminary anti-dumping ruling against Chinese decorative paper, imposing temporary anti-dumping duties ranging from 31.0% to 34.9% on involved companies [4][12]. - Adidas is strategically positioning itself in the Chinese sports market through a partnership with Tsinghua University, focusing on technology innovation and talent development in sports [12]. - The integration of AI models like DeepSeek by home appliance and furniture companies is expected to enhance their capabilities in customization, design, production, marketing, and customer service, thereby improving consumer experience [6][29]. Industry News - The light industry sector underperformed the CSI 300 index by 1.42 percentage points from February 17 to February 21, with a decline of 0.42% compared to the index's increase of 1.00% [6][23]. - The textile and apparel sector also lagged behind the CSI 300 index, underperforming by 1.91 percentage points during the same period, with a decline of 0.91% [6][25]. - The report highlights the performance of specific companies, noting that the top gainers in the light industry included Shengtong Co. (32.00%) and QuSleep Technology (25.83%) [24]. Company Announcements - Ruierte reported a 13.81% year-on-year decline in net profit for 2024, despite a revenue increase of 8.23% [5][22]. - Pearl River Piano has entered a strategic partnership with Lehai Musical Instruments to establish a benchmark in the national musical instrument industry [6][22].