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造纸轻工周报：包装行业新业务提升估值 关注新股上海艾录；家居龙头中报印证集中度提升 对冲地产周期；造纸关注供给侧逻辑演绎 _ 东方财富网

Published: September 22, 2021

本期投资提示：包装行业盈利改善，新业务拓展提升估值；家居龙头中报印证集中度提升，长期看好龙头整合空间。1、包装：1)包装子赛道竞争格局优化，龙头在产业链中的话语权持续强化，如金属包装的奥瑞金，中粮包装等，纸包装的裕同科技。

Source: eastmoney.com

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