2020年上半年下游家具产业分析

    据中国建筑材料流通协会数据显示，全国规模以上建材家居卖场<span style='font-size: 9pt; font-family: "&#718;&#805;,verdana,arial”,serif; color: black; line-height: 107%; mso-bidi-font-family: arial; mso-ansi-language: en-us; mso-fareast-language: zh-cn; mso-bidi-language: ar-sa; mso-fareast-font-family: simsun’>6月总销售额为<span style='font-size: 9pt; font-family: "&#718;&#805;,verdana,arial”,serif; color: #0d0d0d; line-height: 107%; mso-bidi-font-family: arial; mso-ansi-language: en-us; mso-fareast-language: zh-cn; mso-bidi-language: ar-sa; mso-fareast-font-family: simsun’>645.15亿元，环比下降<span style='font-size: 9pt; font-family: "&#718;&#805;,verdana,arial”,serif; color: #0d0d0d; line-height: 107%; mso-bidi-font-family: arial; mso-ansi-language: en-us; mso-fareast-language: zh-cn; mso-bidi-language: ar-sa; mso-fareast-font-family: simsun’>0.32%，同比下降<span style='font-size: 9pt; font-family: "&#718;&#805;,verdana,arial”,serif; color: #0d0d0d; line-height: 107%; mso-bidi-font-family: arial; mso-ansi-language: en-us; mso-fareast-language: zh-cn; mso-bidi-language: ar-sa; mso-fareast-font-family: simsun’>24.84%。此外，<span style='font-size: 9pt; font-family: "&#718;&#805;,verdana,arial”,serif; color: black; line-height: 107%; mso-bidi-font-family: arial; mso-ansi-language: en-us; mso-fareast-language: zh-cn; mso-bidi-language: ar-sa; mso-fareast-font-family: simsun’>2020年<span style='font-size: 9pt; font-family: "&#718;&#805;,verdana,arial”,serif; color: black; line-height: 107%; mso-bidi-font-family: arial; mso-ansi-language: en-us; mso-fareast-language: zh-cn; mso-bidi-language: ar-sa; mso-fareast-font-family: simsun’>1-6月累计销售额为<span style='font-size: 9pt; font-family: "&#718;&#805;,verdana,arial”,serif; color: #0d0d0d; line-height: 107%; mso-bidi-font-family: arial; mso-ansi-language: en-us; mso-fareast-language: zh-cn; mso-bidi-language: ar-sa; mso-fareast-font-family: simsun’>2752.84亿元，同比下降<span style='font-size: 9pt; font-family: "&#718;&#805;,verdana,arial”,serif; color: #0d0d0d; line-height: 107%; mso-bidi-font-family: arial; mso-ansi-language: en-us; mso-fareast-language: zh-cn; mso-bidi-language: ar-sa; mso-fareast-font-family: simsun’>40.76%。

    2020年上半年受疫情的影响，家居卖场总体不景气，尤其是<span style='font-size: 9pt; font-family: "&#718;&#805;,verdana,arial”,serif; color: black; line-height: 107%; mso-bidi-font-family: arial; mso-ansi-language: en-us; mso-fareast-language: zh-cn; mso-bidi-language: ar-sa; mso-fareast-font-family: simsun’>3月，全国建材家居市场销售基本停滞，全盘亏损，<span style='font-size: 9pt; font-family: "&#718;&#805;,verdana,arial”,serif; color: black; line-height: 107%; mso-bidi-font-family: arial; mso-ansi-language: en-us; mso-fareast-language: zh-cn; mso-bidi-language: ar-sa; mso-fareast-font-family: simsun’>bhi跌至上半年低点。进入<span style='font-size: 9pt; font-family: "&#718;&#805;,verdana,arial”,serif; color: black; line-height: 107%; mso-bidi-font-family: arial; mso-ansi-language: en-us; mso-fareast-language: zh-cn; mso-bidi-language: ar-sa; mso-fareast-font-family: simsun’>4月以来，随着疫情的有效控制，全国各地复工复产的步伐加快，需求也随之逐步回暖。加之，政府大力采取各项激励措施，进一步拉动消费需求，行业进入传统旺季，<span style='font-size: 9pt; font-family: "&#718;&#805;,verdana,arial”,serif; color: black; line-height: 107%; mso-bidi-font-family: arial; mso-ansi-language: en-us; mso-fareast-language: zh-cn; mso-bidi-language: ar-sa; mso-fareast-font-family: simsun’>bhi显著回升。<span style='font-size: 9pt; font-family: "&#718;&#805;,verdana,arial”,serif; color: black; line-height: 107%; mso-bidi-font-family: arial; mso-ansi-language: en-us; mso-fareast-language: zh-cn; mso-bidi-language: ar-sa; mso-fareast-font-family: simsun’>5月，<span style='font-size: 9pt; font-family: "&#718;&#805;,verdana,arial”,serif; color: black; line-height: 107%; mso-bidi-font-family: arial; mso-ansi-language: en-us; mso-fareast-language: zh-cn; mso-bidi-language: ar-sa; mso-fareast-font-family: simsun’>bhi继续上涨至<span style='font-size: 9pt; font-family: "&#718;&#805;,verdana,arial”,serif; color: black; line-height: 107%; mso-bidi-font-family: arial; mso-ansi-language: en-us; mso-fareast-language: zh-cn; mso-bidi-language: ar-sa; mso-fareast-font-family: simsun’>89.13。<span style='font-size: 9pt; font-family: "&#718;&#805;,verdana,arial”,serif; color: black; line-height: 107%; mso-bidi-font-family: arial; mso-ansi-language: en-us; mso-fareast-language: zh-cn; mso-bidi-language: ar-sa; mso-fareast-font-family: simsun’>6月，随着梅雨时节的到来，家具行业也进入传统淡季，<span style='font-size: 9pt; font-family: "&#718;&#805;,verdana,arial”,serif; color: black; line-height: 107%; mso-bidi-font-family: arial; mso-ansi-language: en-us; mso-fareast-language: zh-cn; mso-bidi-language: ar-sa; mso-fareast-font-family: simsun’>bhi在继<span style='font-size: 9pt; font-family: "&#718;&#805;,verdana,arial”,serif; color: black; line-height: 107%; mso-bidi-font-family: arial; mso-ansi-language: en-us; mso-fareast-language: zh-cn; mso-bidi-language: ar-sa; mso-fareast-font-family: simsun’>4、<span style='font-size: 9pt; font-family: "&#718;&#805;,verdana,arial”,serif; color: black; line-height: 107%; mso-bidi-font-family: arial; mso-ansi-language: en-us; mso-fareast-language: zh-cn; mso-bidi-language: ar-sa; mso-fareast-font-family: simsun’>5月连续上涨后出现小幅下跌。预计下半年，一方面，随着疫情的进一步缓解，建材家居行业将加快复苏。另一方面，一些出口导向性企业在政府出台的保护政策下，或将考虑实施由外销转内销的策略。如此以来，国内市场竞争或将越来越大，未来仍存很大的不确定性。

表<span style='font-size: 9pt; font-family: "&#718;&#805;,verdana,arial”,serif; color: black; mso-bidi-font-family: arial; mso-fareast-font-family: simsun’>1 2020年中国<span style='font-size: 9pt; font-family: "&#718;&#805;,verdana,arial”,serif; color: black; mso-bidi-font-family: arial; mso-fareast-font-family: simsun’>bhi指数更新