Group 1: Hong Kong Stocks - Lehua Entertainment (02306) surged over 24% due to strong market performance of its toy IP "WUKUKU," with multiple new products setting sales records and the theme song exceeding 1 billion views [1] - United Energy Group (00467) rose over 7% after signing a 15-year production increase contract with Uzbekistan's UNG, involving 57.8 billion cubic meters of oil and gas production, with an initial investment of $100 million to expand into Central Asia [1] - Smoore International (06969) fell over 3% as shareholder Yiwei Lithium Energy plans to reduce its stake by 3.5% (216 million shares), resulting in a decrease of its holding to 27.23%, no longer being the controlling shareholder [1] - New World Development (00200) dropped over 5% after completing a "2 for 1" rights issue, issuing 758 million shares and raising HKD 771 million, with oversubscription of 13 times [1] - Fourth Paradigm (06682) increased over 7% after launching AI solutions for the manufacturing industry, covering production optimization to supply chain intelligence upgrades [1] - Shandong High-Tech Holdings (00412) rose over 4% as Zhongtai Securities highlighted significant synergy between its new energy and digital infrastructure, with a data center PUE value of 1.15, enhancing financial integration [1] - KANAT Optical (02276) increased over 4% due to an explosion in the smart glasses market (e-commerce transactions up 8 times), with Meta collaborating with Oakley to launch AI glasses, positioning the company with leading 3C enterprises [1] Group 2: Other Notable Stocks - Sipai Health (00314) rose over 7% after partnering with Anruijiaer to develop customized insurance, planning to sell 6 pharmacies for 5.89 million to focus on core medical insurance business [2] - SF Express (09699) increased over 5% after raising its delivery service revenue cap for 2025/26 to HKD 12.8 billion / HKD 20.5 billion, with demand growth exceeding expectations [2] - Liufu Group (00590) fell over 3% as it projected a 40% decline in profits for the 2025 fiscal year, primarily due to gold hedging losses and high base effects from acquisition gains [2] - Zhenjiu Lidu (06979) rose over 4% after announcing Yao Annan as the "Cultural Heritage Ambassador" for liquor, leveraging Huawei-related topics to boost brand visibility [2] - Ideal Auto-W (02015) dropped over 4% as Meituan's Wang Xing sold 5.73 million shares for HKD 600 million, reducing his stake to 20.61% [2] - Health Road (02587) surged over 7% as its liver disease AI management platform was selected for Beijing's digital medical verification program, supporting WHO's "2030 Hepatitis Elimination" goal [2] - Gilead Sciences-B (01672) rose over 5% after its psoriasis oral drug ASC50 completed the first dosing in Phase I clinical trials in the U.S., targeting the IL-17 pathway [2] - China Silver Group (00815) increased over 10% after partnering with Zefeng Gold to acquire a 55% stake in a lead-zinc exploration company, gaining exploration rights over 50.8 square kilometers in Tibet [2] Group 3: U.S. Stocks - Verve Therapeutics (VERV.US) skyrocketed over 80% as Eli Lilly prepares to acquire the gene-editing company for up to $1.3 billion, with $1 billion as an upfront payment and $300 million contingent on specific clinical milestones [4] - Solar energy stocks plummeted, with Sunrun (RUN.US) down over 40%, Solaredge Technologies (SEDG.US) down over 41%, and First Solar (FSLR.US) down over 22%, following a Republican proposal in the U.S. Senate to terminate wind and solar tax credits by 2028, raising concerns about the industry's outlook [4] - Reddit (RDDT.US) rose over 6% after launching the AI advertising tool Reddit Insights, enhancing ad targeting through real-time user trend analysis [4] - Bitcoin-related stocks fell, with CleanSpark (CLSK.US) down over 7% and Riot Platforms (RIOT.US) down over 5%, as Bitcoin prices dropped nearly 2% to $105,580 amid escalating tensions in the Middle East and high leverage positions in the derivatives market [4] - AMD (AMD.US) continued to rise 0.56% after officially launching the Zen5 architecture Ryzen Threadripper processors, covering the workstation and desktop markets, with a market share close to 50% in China for Q1, although there are concerns about its cost-performance ratio [5] - Brain Regen Technologies (RGC.US) surged over 30% after announcing a 38-for-1 stock split, coupled with FDA clinical trial approval news, although its actual business has no revenue and a very small float, indicating significant retail speculation [6] - Jabil (JBL.US) rose over 8%, reaching a new all-time high of $202.5, with Q3 revenue increasing 15% year-on-year to $7.83 billion, raising its full-year revenue forecast to $29 billion and planning a $500 million investment to support AI data center infrastructure [6] - Niu Technologies (NIU.US) increased over 11% after launching its new NX Play electric motorcycle on Douyin, integrating a smart riding system to enhance user experience [6] - T-Mobile US (TMUS.US) fell nearly 4% as SoftBank sold 21.5 million shares at $224 each, a 3% discount, triggering market sell-off [6] - The pharmaceutical sector saw widespread declines, with Eli Lilly (LLY.US) down over 2% and Novo Nordisk (NVO.US) down over 3%, as concerns grew over the potential impact of the U.S. Senate tax bill on the industry, coupled with profit-taking ahead of some companies' earnings reports [6] - The gold sector declined, with Gold Fields (GFI.US) down over 2.1%, and spot gold fell 0.27% to $3,375.53, as easing tensions in the Middle East reduced safe-haven demand, alongside Citigroup's bearish long-term gold price forecast [7]

本公告乃六福集團（國際）有限公司（「本公司」）及其附屬公司（「本集團」）根據香港 聯合交易所有限公司證券上市規則（「上市規則」）第 13.09 條及香港法例第 571 章證券 及期貨條例第 XIVA 部項下內幕消息條文（定義見上市規則）而發出。 本公司董事會（「董事會」）謹此知會本公司股東（「股東」）及潛在投資者，根據對本集 團截至 2025 年 3 月 31 日止年度（「2025 財年」）之未經審核綜合管理賬目草稿進行的 初步審閱為基準，集團預期 2025 財年的年內溢利較去年同期下跌約四成，主要由於金 價飆升導致的黃金對沖損失擴大，以及去年因收購金至尊集團(國際)有限公司（連同其 附屬公司統稱為「金至尊集團」）而錄得的一次性相關收益造成的高基數效應所致。若 撇除黃金對沖損失的影響，經調整後之溢利跌幅會收窄至少於兩成；若再扣除去年收購 金至尊集團所錄得的一次性相關收益作對比，溢利跌幅會進一步收窄至少於一成。 於 2025 年 4 月至 5 月期間，在有效的品牌推廣及產品差異化策略下，集團同店銷售持 續改善，內地市場的同店銷售達雙位數字升幅，而港澳市場同店銷售亦大致持平。隨著 定價首飾產品組合不斷優化及內地市 ...

董事會會議日期 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性 亦不發表任何聲明，並明確表示，概不就因本公告全部或任何部分內容而產生或因倚賴該等內容而引致 的任何損失承擔任何責任。 承董事會命 六福集團（國際）有限公司 公司秘書 陳素娟 香港，2025 年 6 月 6 日 於本公告日期，本公司的執行董事為黃偉常先生 ( 主席兼行政總裁 ) 、黃浩龍先生 ( 副主席 ) 、黃蘭詩女士、 王巧陽女士及陳素娟博士；非執行董事為謝滿全先生、許照中太平紳士及李漢雄 BBS, MH 太平紳士； 獨立非執行董事為葉澍堃 GBS 太平紳士、麥永森先生、黃汝璞太平紳士及許競威先生。 六福集團(國際)有限公司（「本公司」）之董事會（「董事會」）謹此宣佈，本公司將於 2025 年 6 月 26 日（星期四）舉行董事會會議，藉以批准（其中包括）本公司及其附屬公司 截至 2025 年 3 月 31 日止年度的全年業績及其發佈，以及考慮建議派付末期股息（如有）。 ...

截至5月29日收盘，六福集团（00590.HK）报18.620港元，较上个交易日上涨0.21%，当日盘中最高价 触及18.800港元，创近一年新高。 资金流向方面，当日主力流入570.766万港元，流出553.584万港元，净流入17.18万港元。 六福集团(国际)有限公司('本公司')及其附属公司(统称'本集团')由一班资深的珠宝专才创办,是香港及内 地主要零售商之一。首间六福珠宝店铺于1991年在香港北角开业,一直秉持'匠心独运、服务为本、以客 为先'的服务宗旨。1997年5月,本集团在香港联合交易所有限公司('联交所')主板上市(股份代号:0590)。 本集团主要从事各类黄铂金首饰及珠宝首饰产品之采购、设计、批发、商标授权及零售业务,现时在中 国内地、中国香港、中国澳门、马来西亚、柬埔寨、菲律宾、老挝、泰国、美国、加拿大及澳洲共11个 国家和地区拥有逾3,470个零售点,本集团将继续于国际市场物色新商机,积极拓展中国及海外市场,以配 合'香港品牌国际演绎'之企业愿景。2024年1月12日,本集团成功取得香港资源控股有限公司('香港资源') (服份代号:2882)的控股权,使其成为本公司的附属公司。这不仅 ...

Overview - The jewelry industry in China has seen a steady increase in demand due to rising consumer purchasing power and a shift in consumer preferences towards quality, brand, and cultural significance [1][11] - In 2023, the market size of China's jewelry industry reached 820 billion yuan, a year-on-year growth of 14.05%. However, in 2024, the market is expected to shrink to 778.8 billion yuan due to macroeconomic slowdown and decreased consumer confidence [1][11] Market Size - The market size breakdown for 2024 includes: - Gold products: approximately 568.8 billion yuan (73.0%) - Diamond products: approximately 43 billion yuan (5.5%) - Jade products: approximately 98 billion yuan (12.6%) - Colored gemstones: approximately 27 billion yuan (over 3.5%) - Pearl products: approximately 21 billion yuan (nearly 2.7%) - Platinum and silver products: approximately 8 billion yuan (1.0%) - Fashion jewelry and other categories: approximately 13 billion yuan (1.7%) [1][11] Industry Chain - The upstream of the jewelry industry includes suppliers of raw materials such as gold, diamonds, jade, colored gemstones, pearls, platinum, and silver, as well as suppliers of processing equipment [4] - The midstream involves design, research and development, and manufacturing processes [4] - The downstream consists of sales channels including jewelry specialty stores, department stores, and e-commerce platforms [4][6] Sales Channels - Offline channels, including jewelry specialty stores and department stores, remain the most important sales channels in China, accounting for over 80% of the market share due to the preference for in-person shopping experiences for high-value items [6] Economic Context - In 2024, China's GDP is projected to reach 13.49 trillion yuan, growing by 5.0%. However, both GDP growth and per capita disposable income growth are expected to decline compared to previous years [8] - Retail sales of gold and silver jewelry are projected to decline by 3.1% in 2024, reflecting the sensitivity of non-essential goods to economic fluctuations [8] Competitive Landscape - The jewelry industry in China is highly competitive, with major players including China Gold, Lao Feng Xiang, Yu Garden, and others. In 2024, China Gold is expected to lead with total revenue of 60.46 billion yuan [13][15] - Lao Feng Xiang is projected to have total revenue of 56.79 billion yuan, with jewelry sales contributing 82.6% of its total revenue [17] Development Trends - The jewelry market is expected to see a polarization in consumer spending, with high-end jewelry appealing to high-net-worth individuals, while the mass market focuses on cost-effectiveness and trendy, affordable options [19] - Increasingly, Chinese jewelry companies are integrating cultural elements into their branding, promoting a shift towards a brand economy [19]

星展升六福集团目标价至21.03港元 评级"买入" 金十数据5月23日讯，星展发表研究报告指，由于近日市场波动，投资者因经济不确定因素上升而增持 黄金，而部分央行亦因全球能见度低以及对俄罗斯资产冻结的忧虑而买入更多黄金。市场预测至今年底 金价将上升超过10%。六福集团(00590.HK)受惠于不明朗时期潜在的黄金需求增长，3月底止末财季内 地零售收入按年增长1%，港澳地区则跌11%，较对上一季大幅改善。该行提到，六福轻资产模式有利 长远扩张，特别是中国内地低线城市。由于六福的黄金对冲亏损可能高于原先预期，星展对其今明两财 年的净利润预测分别下调11%和10%，维持"买入"评级，并延展估值基础至2026财年，以目标8倍市盈 率计，目标价由17.42港元上调至21.03港元。 ...

Group 1: Gold Price Trends - Recent international gold prices have declined, with COMEX gold futures dropping from $3329.10 per ounce on May 9 to $3180.70 on May 14, a decrease of approximately 4.46% [2] - The decline in gold prices is attributed to reduced market risk aversion following unexpected progress in US-China trade negotiations, which has led to a potential drop in COMEX gold prices below $3000 per ounce [2][3] - Short-term outlook suggests a fluctuating trend for gold prices, while long-term support factors remain intact, including increased inflation risks in the US and strong central bank demand [3] Group 2: Consumer Behavior and Market Dynamics - Consumer interest in gold jewelry remains strong, with many brands offering significant discounts; for instance, some gold jewelry prices have been reduced to below 1000 yuan per gram [1] - The market for traditional gold jewelry is expanding, with the ancient method gold jewelry market in China growing from 13 billion yuan in 2018 to 157.3 billion yuan in 2023, reflecting a compound annual growth rate of 64.6% [4] - Companies are adapting to changing consumer preferences by enhancing product offerings, such as introducing unique designs and high-quality craftsmanship to attract customers [5][6] Group 3: Strategic Initiatives by Companies - Companies like Chow Tai Fook and others are focusing on high-end product strategies, optimizing product structures, and enhancing craftsmanship to stimulate demand in the premium gold jewelry market [6][7] - The introduction of culturally inspired product lines, such as the "Dunhuang" series by Luk Fook Jewelry, indicates a trend towards integrating cultural elements into product offerings [4] - Brands are increasingly targeting specific consumer segments with personalized and high-quality service, indicating a shift towards niche marketing strategies in the gold jewelry sector [7]

Group 1 - The core viewpoint of the news highlights a significant decline in gold prices, with spot gold dropping over 2% to near $3220 per ounce, and COMEX gold also experiencing a decline of over 2.4% [1][2] - As of April 30, the World Gold Council reported that global gold demand in Q1 2025 reached 1206 tons, marking a 1% year-on-year increase [7] - The demand for gold ETFs surged, with investment demand in Q1 2025 increasing by over 170% to 552 tons, the highest quarterly level since Q1 2022 [7] Group 2 - In the Chinese market, gold ETF demand saw a historic high with inflows of approximately 167 billion RMB (around $23 million, equivalent to 23 tons) [7] - The consumption of gold jewelry in China decreased by 26.85% year-on-year to 134.531 tons, while the demand for gold bars and coins increased by 29.81% to 138.018 tons [7] - The price of gold jewelry from various brands in China has also declined, with prices for brands like Chow Tai Fook and Lao Feng Xiang dropping below 1000 RMB per gram [4]

智通财经APP讯，六福集团(00590)发布截至2025年3月31日止财政年度第四季度的零售销售表现，尽管 季内金价继续破顶，各地表现保持了第三季的势头，叠加低基数效应，第四季整体零售销售表现优于前 三个季度。 集团2025财年第四季整体零售值(含自营店、品牌店及电子商务业务)及零售收入(含自营店及电子商务业 务)按年变化大致持平。 集团季内整体同店销售为-10%。季内国际平均金价(每盎司兑美元)按年升38%，引致黄金产品的同店销 售跌17%。 定价首饰产品的同店销售自2024年12月起开始转负为正，于本季更大幅改善至+12%，其中定价黄金产 品同店销售在第二季度已经转正，而本季在高基数下仍有79%增长，显示集团锐意以其他定价产品，尤 其以定价黄金产品逐步取代钻石产品的策略非常成功。 于2025年3月31日，集团全球共有3,287间店铺，于第四季净减少56间店铺，跌幅较前三季有所缓和。 集团全球共有159间"六福"自营店，包括74间设于内地、51间设于香港、18间设于澳门及16间设于海 外。于上述日期，连同2,633间内地及13间海外品牌店，集团在世界各地合共设有2,805间"六福"店铺。 除此之外，集团全球 ...

摘要 | 零售值 | 集團整體 | | | 及中國澳門特別行政區(8) | 內地 +1% | | | --- | --- | --- | --- | --- | --- | --- | | | -2% | | -11% | | | | | 產品佔比： | (9) 黃金及鉑金 | ：77% | 黃金及鉑金 | ：68% | 黃金及鉑金 | ：79% | | | 定價首飾 | ：23% | 定價首飾 | ：32% | 定價首飾 | ：21% | | 零售收入 | -1% | | -11% | | +20% | | | 同店銷售 | -10% | | -14% | | +2% | | | 店舖數目 | 3,287 | | 77 | | 3,179 | | 中國香港特別行政區(7) 備註︰ 交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發 表任何聲明，並明確表示，概不就因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的任何損 失承擔任何責任。 截至 2025 年 3 月 31 日止財政年度第四季度之零售銷售表現 (1) (1) 零售銷售數據已包含集團完成收購金至尊後其 ...