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家居板塊走強 定製傢俱企業渠道變革 規模領先企業料將獲益
格隆匯 10-28 10:01
格隆匯10月28日丨家居板塊走強,顧家家居盤中一度漲停,現漲幅為9.76%,尚品宅配漲超7%,志邦家居、索菲亞、皮阿諾、歐派家居等跟漲。顧家家居前三季實現營收85.45億元,同比增長9.9%;歸屬於上市公司股東的淨利潤10.098億元,同比增長10.1%。華創證券表示,在地產壓制與行業競爭加劇壓力下,傢俱企業紛紛尋求渠道變革,將獲取流量的時間節點向前推移,目前傢俱廠商產品出貨以經銷商渠道為主,但大宗業務佔比上升趨勢明顯。由於地產商和裝修公司處在流量入口上游,且能夠批量採購,傢俱企業積極開展大宗業務,從近幾年傢俱企業大宗業務收入規模絕對數來看,龍頭企業依託品牌力、供貨能力等獲取了更多大宗業務訂單,收入規模也處於領先水平。

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