港股异动|家具板块再度走强雷士照明涨近6%
格隆汇7月19日丨家具板块延续前几交易日涨势再度走强,其中雷士照明(2222.HK)涨5.71%、设计都会(1545.HK)涨4.38%、卡森国际(0495.HK)涨3.1%。7月15日,国家统计局发布2019年上半年社会消费品零售总额主要数据,2019年上半年,社会消费品零售总额195210亿元,同比名义增长8.4%;6月份社会消费品零售总额33878亿元,同比增长9.8%。其中,家具6月份销售184亿元,同比增长8.3%;2019年1-6月份,家具销售896亿元,同比增长5.7%。山西证券认为,结合近期数据,房地产市场的小阳春并未能持续,5月开始出现降温。但前期的地产边际改善仍有望支撑下半年家具行业企稳回升。看好龙头在渠道实力、成本效率控制能力、产品质量等多重优势下跑赢行业。
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