轻工行业行业深度报告：家居／包装／潮玩行业24年及25Q1业绩综述-龙头公司保持稳健，持续关注政策催化作用.docx

Catalog

·轻工行业

*2:

25Q1

YOU

25Q1

YOY

25§1

YOY(pct

3T47

A8%

3.08

41.3%

8.9%

2.91

20.38

-3.5%

0.12

-92.7%

0.6%

8.18

-0.3%

0.42

-10.9%

5.1%

3.87

-84%

0.35

-4.2%

5.9%

0.26

3.91

-3.0%

0.02

-82.6%

0.6%

(258)

7.41

-4.5%

-0.39

25Ql(%)

YOY(pct)

2sp1(%?

now(pct?

2sp1(%?

oY(pct?

34.3

4.3

?.7%

0.?

9.0%

0.77

32.6

0.0

9.7%

91%

109

32.2

-5.1

17.1%

7.2%

300

2.0

13.7%

0.42

6.8%

0.50

29.8

—3.4

p.pp

8.7%

0.00

332

7.4

23.3%

9.1%

0.04

@)iitJBYOY

2024

24Q4

96.6%

246.7%

74.7%

1282.4%

-4.2%

216.6%

47.7%

147.8%

150.3%

760.9%

38.2%

986.9%