China Galaxy Securities research report stated that with the end of overseas destocking, the revenue end of light industry export companies has generally maintained double-digit growth since the second and third quarters of 2023. The second quarter of 2024 also showed impressive performance. Some companies still benefit from order repair due to differences in pace, while others benefit from effective business expansion. The problem of marine transportation has led to an increase in freight costs and an extended freight cycle. Short-term profits of most companies have been affected, and the profit performance in the second quarter of 2024 is significantly weaker than the revenue. The United States is about to start easing interest rates, and the U.S. existing home market is highly correlated with interest rate levels. It is expected that the U.S. real estate market will recover in the future, driving the release of overseas home furnishing demand. At the same time, the global B2C cross-border e-commerce market is growing rapidly, and products with high cost-effectiveness and diversity are favored by consumers. Light industry export companies actively layout the cross-border e-commerce industry, and their business is rapidly developing. Recommended companies to pay attention to: Zhiou Technology, Craftsmanship Home, Jiayi Stock, Loctek Ergonomic Technology Corp., Henglin Home Furnishings, Ue Furniture, Jialian Technology.