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目前人民币出现的新一轮贬值周期,有利于我国降低出口成本。而越南出现针对华资的暴动,占越南家具出口相当大比例的华资企业受到冲击。几千家华资企业基本处在停工状态,未来短期内难以复工。其挤出的产能及订单也有望回流到我国,我国家具行业出口即将迎来新一波利好,地产销售和收入增长共同驱动家具需求。根据我们调研的情况来看,从占收入比的绝对份额这个大趋势来说,其主要推动逻辑主要有两个方面:消费者消费品质及需求的提高;其购买习惯的改
The current round of RMB devaluation cycle appears to be conducive to reducing export costs in our country. However, the rioting against the Chinese-owned assets in Vietnam has brought a blow to the Chinese-funded enterprises that account for a large proportion of Vietnamese furniture exports. Thousands of Chinese-funded enterprises are basically in the shutdown state, difficult to resume work in the near future. Its extrusion capacity and orders are also expected to return to China, the export of China’s furniture industry is about to usher in a new wave of good, real estate sales and revenue growth together to drive furniture needs. According to the situation of our research, the main driving logic of the megatrends, which account for the absolute share of income ratio, is mainly in two aspects: the quality of consumer consumption and the demand increase; the change of its purchasing habits