证券研究报告看，消费端需求持续回暖，看好行业后续表现，维持轻工行业“推荐”评级，建议配置主线为“地产后周期+产品结构优化+成本改善”，建议组合：欧派家居、顾家家居、志邦家居、喜临门、晨光股份、百亚股份、太阳纸业、箭牌家居，■风险提示：原材料价格波动，地产销售修复不达预期，疫情扰动的不确定性风险，行业竞争加剧，重点关注公司业绩不及预期风险，重点关注公司及盈利预测2023/06/30EPSPE名称20222023E2024E20222023E2024E603833.SH欧派家居95.804.415.186.0727.5618.4915.78买入603899.SH晨光股份44.641.391.922.3539.6323.2519.00买入002572.SZ索菲亚17.421.171.431.6715.5212.1810.43增持603801.SH志邦家居33.021.762.002.3215.3116.5114.23增持001322.SZ符牌家居16.740.670.740.8922.6922.6218.81增持001323.SZ慕思股份33.961.872.032.3317.7116.7314.58增持603180.SH金牌厨柜33.521.802.633.1515.9312.7510.64增持603816.SH顾家家居38.152.542.9319.3715.0113.04买入603008.SH喜临门25.180.611.702.0846.5614.8112.11增持01999.HK敏华控股5.230.490.580.6813.259.027.69增持603551.SH奥普家居12.930.600.750.8815.9817.2414.69增持603208.SH江山欧派36.42-2.192.382.9515.3112.34未评级002301.SZ齐心集团7.190.170.350.4539.4720.3616.10未评级003006.SZ百亚股份17280.440.580.7231.3929.8023.91未评级002078.SZ太阳纸业10.691.041.101.2911.089.698.31未评级603733.SH仙鹤股份20.851.011.672.1830.1712.499.55未评级002831.SZ裕同科技24.391.611.822.1920.5213.3811.14未评级002191.SZ劲嘉股份6.020.140.430.4851.6413.8612.44未评级002701.SZ奥瑞金4.510.220.320.4022.9514.3111.25未评级002511.SZ中顺洁柔11.150.270.490.6050.8922.9918.48未评级301193.SZ家联科技17.531.491.181.4522.2214.8012.11未评级301004.SZ嘉益股份38.802.723.153.7810.9512.3110.25未评级301296.SZ新巨丰16.880.450.550.7134.3330.5423.81未评级300888.SZ稳健医疗41.673.902.903.3318.3314.3612.51未评级605099.SH共创草坪22.331.121.301.5620.71172214.31未评级002790.SZ瑞尔特9.600.590.720.8615.7813.3011.12未评级资料来源：ind资讯，国海证券研究所注：未评级公司预测数据取自2023年06月30日■1nd一致预期，港股货币单位为港元，6月30日港元与人民币的汇率为1港元=0.9218人民币，请务必阅读正文后免黄条款部分2