国联证券：家居业供需两端均有边际改善

【国联证券：家居业供需两端均有边际改善】考虑到当前各地疫情感染高峰仍在爬坡，家居行业基本依赖线下客流，各主要家居建材卖场客流下滑严重，经销商经营压力仍热较大，22 Q4家居行业承压将延续。2022年初至年末家居出口逐渐恶化，三季度跌幅较大，外需方面22 Q4 预计无好转，家居出口继续探底。2022年初至Q2行业需求端受到疫情反复影响，供给端受到原材料价格飙升影响，导致行业业绩承压明显。我们认为22 Q3行业业绩底部确认，2023年企业的季度业绩有望在需求走强、成本下行、基数效应综合作用下逐季度走高。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/667/w835h632/20230119/49fa-ec4e82a4f49e6319a1ecba5fca481205.png","https://n.sinaimg.cn/zhibo/668/w848h620/20230119/459d-7c43d8c3193cce54fce57ebcc0c5910a.png"]},"commentid":"live:finance-152-2951124:0","compere_id":0,"creator":"maohua1@staff.sina.com","mender":"maohua1@staff.sina.com","create_time":"2023-01-19 14:38:15","update_time":"2023-01-19 14:38:20","is_need_check":"0","check_time":"1970-01-01 08:00:01","check_status":"1","check_user":"","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"0","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[{"market":"hk","symbol":"01456","key":"u56fdu8054u8bc1u5238"},{"market":"cn","symbol":"sh601456","key":"u56fdu8054u8bc1u5238"}],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"0","docurl":"https:\/\/finance.sina.com.cn\/7x24\/2023-01-19\/doc-imyaterh8712077.shtml","docid":"myaterh8712077"}","old_live_cid":"0","tab":"","tag":[{"id":"2","name":"行业"},{"id":"5","name":"市场"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"https://finance.sina.cn/7x24/2023-01-19/detail-imyaterh8712077.d.html","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":2951123,"zhibo_id":152,"type":0,"rich_text":"工业硅主力合约盘中小幅拉高，日内涨超2.00%，现报18080元/吨。