家纺行业龙头罗莱生活：第三季度业绩稳健，全年开店目的有望达成，关注海外家具业务恢复
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><a style="color: black;">「链接」</a><<<点击左侧，下载和讯财经APP，免费领取和讯Plus会员，畅读全市场投资干货：8大财经栏目，最新最热<span style="color: black;">新闻</span>独家行情<span style="color: black;">诠释</span>，快人一步<span style="color: black;">把握</span>市场投资风向。</strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">罗莱生活(002293)：</strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">家纺主业表现稳健，前三季度家纺业务整体表现稳健，分<span style="color: black;">途径</span>看，三季度推测延续了前两个季度趋势，直营<span style="color: black;">途径</span>增长好于加盟<span style="color: black;">途径</span>；从展店<span style="color: black;">状况</span>看，<span style="color: black;">机构</span>全年开店<span style="color: black;">目的</span>为超400 家，截止上半年<span style="color: black;">机构</span>新开店176 家，家纺行业开店集中在下半年，<span style="color: black;">因此呢</span><span style="color: black;">机构</span>仍然保持着较为积极的开店节奏，完成全年开店<span style="color: black;">目的</span>较为<span style="color: black;">阳光</span>。海外家具业务受到美国通货膨胀宏观环境的拖累收入<span style="color: black;">显现</span>下滑，<span style="color: black;">同期</span>产能利用率不足等<span style="color: black;">原因</span><span style="color: black;">亦</span>影响了利润率表现。<span style="color: black;">机构</span>前三季度毛利率 44.68%（同比+2.09pct），毛利率的<span style="color: black;">提高</span>与家纺直营业务增长较快占比<span style="color: black;">提高</span><span style="color: black;">相关</span>，<span style="color: black;">同期</span><span style="color: black;">机构</span>高毛利<span style="color: black;">制品</span>占比<span style="color: black;">提高</span>对毛利率<span style="color: black;">也</span>有贡献。<span style="color: black;">机构</span>前三季度<span style="color: black;">时期</span><span style="color: black;">花费</span>率为31.09%（同比+2.07pct），其中<span style="color: black;">营销</span><span style="color: black;">花费</span>率23.15%（同比+1.69pct），<span style="color: black;">重点</span>系<span style="color: black;">机构</span>直营业务占比有所<span style="color: black;">提高</span>，以及备战四季度大促<span style="color: black;">花费</span>投放有所加大。公司前三季度净利率 11.03%（同比+0.49pct），单三季度净利率为10.02%（同比-2.62pct），<span style="color: black;">重点</span>系三季度为<span style="color: black;">花费</span>集中投放期，以及海外家居业务利润率压力有所加大<span style="color: black;">导致</span>。短期看家纺业务<span style="color: black;">保准</span>了<span style="color: black;">机构</span>整体业绩有<span style="color: black;">必定</span>增长。</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">长时间</span>看家具业务品牌<span style="color: black;">优良</span>仍在业务转好无虞，<span style="color: black;">将来</span>家纺加盟业务的恢复和海外家具业务的恢复带来的利润率恢复展望<span style="color: black;">阳光</span>。从经营表现看，<span style="color: black;">机构</span>前三季度库存周转天数200 天，库存<span style="color: black;">情况</span>环比有所改善；前三季度经营活动产生的现金流量5.93 亿元，同比和环比均大为改善，<span style="color: black;">表示</span>了<span style="color: black;">机构</span>现金<span style="color: black;">情况</span>较为健康，业绩质量优<span style="color: black;">亦</span>为<span style="color: black;">将来</span>发展<span style="color: black;">供给</span>了较好的现金<span style="color: black;">基本</span>。</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">家纺龙头双品牌灵活抢占市场，<span style="color: black;">将来</span>空白区域<span style="color: black;">连续</span>扩张成长可期。罗莱是家纺行业龙头，<span style="color: black;">持有</span>两个定位<span style="color: black;">区别</span>的<span style="color: black;">优良</span>品牌，</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">看投资段子，<span style="color: black;">容易</span>一下：</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">罗莱生活前三季度表现稳健，家纺主业增长有力，库存<span style="color: black;">情况</span>改善，现金流量大幅改善。<span style="color: black;">将来</span>，家具业务品牌<span style="color: black;">优良</span>仍在，恢复带来利润率恢复展望<span style="color: black;">阳光</span>。罗莱龙头双品牌灵活抢占市场，<span style="color: black;">将来</span>成长可期。让<span style="color: black;">咱们</span><span style="color: black;">一块</span>躺在罗莱的床上，<span style="color: black;">瞧瞧</span><span style="color: black;">将来</span>的家居新风尚。</p>
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