Core Viewpoint - Luk Fook Holdings (00590) shows a resilient performance with a stock price increase of over 2%, reflecting strong retail sales growth in Q2 of FY2026, driven by a low base effect and improved same-store sales [1] Group 1: Sales Performance - The overall retail sales value for Q2 increased by 18% year-on-year, while retail revenue rose by 15% compared to the previous year [1] - The retail value of gold products, which are priced, saw its proportion increase by 4 percentage points to 16% compared to the same period last year [1] - Same-store sales improved to +10% in Q2, indicating a positive trend in customer demand [1] Group 2: Market Performance - In the Hong Kong, Macau, and overseas markets, both retail value and retail revenue increased by 13%, with same-store sales showing a double-digit growth of +11% [1] - The mainland China market performed well, with retail value increasing by 20% and retail revenue rising by 23%, primarily driven by e-commerce [1] Group 3: Gold Price Impact - Despite a 40% year-on-year increase in international average gold prices, same-store sales for gold products improved from flat to +6% [1]

Major Events - Guanghe Tong (00638) has set the offer price at HKD 21.5 per share, with the public offering receiving a subscription rate of 550.99 times [1] - China Biologic Products (01177) announced the Phase III study data of Kymriah combined with Fluvestrant for the first-line treatment of advanced breast cancer will be presented at ESMO 2025 [1] - Derun Holdings (01709) plans to conduct a placement of new shares at a discount of approximately 11.34%, aiming to raise about HKD 761 million [1] - New World Development (00017) clarified media reports, stating that it has not undertaken any debt management projects regarding perpetual and other debt securities [1] - China Shenhua (01088) reported that Unit 4 of the Jiujiang Phase II project has successfully completed a 168-hour trial run [1] - Jingwei TianDi (02477) has acquired a TCSP licensed company and launched a new feature called FOPAY [1] - Rongzun International Holdings (01780) announced that its controlling shareholder intends to place up to 60% of the company's shares, reducing their stake to 15% [1] Financial Performance - Pop Mart (09992) reported a year-on-year revenue growth of 245%-250% for the third quarter [2] - China Telecom (00728) recorded a profit attributable to shareholders of RMB 30.8 billion for the first three quarters, reflecting a year-on-year increase of 5.0% [2] - Luk Fook Holdings (00590) reported that its overall retail value, retail income, and same-store sales for the second quarter exceeded the first quarter, increasing by 18%, 15%, and 10% respectively [2] - Minmetals Resources (01208) produced a total of 127,000 tons of copper in the third quarter, marking an 11% year-on-year increase [2] - Datang Power (00991) achieved a total electricity generation of approximately 2,062.41 billion kilowatt-hours in the first three quarters, up about 2.02% year-on-year [2] - Far East Horizon (03360) reported an increase in profit attributable to ordinary shareholders for the first three quarters [2] - China General Nuclear Power Corporation (01164) produced a total of 644.3 tons of natural uranium in the third quarter [2]

六福集团(00590)发布公告，集团第二季整体销售表现承接上季的增长势头，叠加低基数效应，第二季 整体零售销售表现较第一季更为理想。集团2026财年第二季整体零售值(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)按年分别升18%及15%，值得一提的是定价黄金产品的零售 值占比对比去年同期增加4个百分点至16%。 集团第二季整体同店销售进一步改善至+10%。虽然季内国际平均金价(每盎司兑美元)按年升约40%并于 9月再度破顶，按重量计价的黄金产品销售金额同店销售由上季的持平改善至+6%。定价首饰产品的同 店销售亦提升至+25%，其中定价黄金产品同店销售升67%，钻石产品的跌幅则收窄至-10%。 中国香港、中国澳门及海外市场，零售值及零售收入均升13%;同店销售亦改善至双位数字升幅，达 +11%。中国内地市场整体表现良好，零售值升20%，零售收入则升23%，主要由电子商务业务带动。 集团整体黄金产品及定价产品的同店销售分别为+6%及+25%，其中定价黄金产品同店销售升幅为 +67%。 集团第二季净减少店铺49间。截至2025年9月30日止六个月期间，集团已开设8间海外店铺，并首度进驻 越南 ...

Group 1 - The company reported a strong retail performance in Q2, with overall retail sales increasing by 18% and retail revenue rising by 15% year-on-year, benefiting from a low base effect [1] - Same-store sales improved to +10%, with gold product sales increasing by 6% and jewelry product sales rising by 25%, particularly driven by a 67% increase in same-store sales of gold products [1] - Retail values and revenues in Hong Kong, Macau, and overseas markets rose by 13%, with same-store sales improving to +11%, while the mainland China market saw retail value growth of 20% and revenue growth of 23%, mainly driven by e-commerce [1] Group 2 - The company closed 49 stores in Q2 but opened 8 new overseas stores, marking its entry into the Vietnamese market [2] - In the first two weeks of October, same-store sales across all markets exceeded those of Q2 [2]

Core Insights - The company reported a strong performance in Q2, with overall retail value, retail revenue, and same-store sales increasing by 18%, 15%, and 10% respectively compared to Q1 [1] - The retail value and revenue in Hong Kong, Macau, and overseas markets rose by 13%, while same-store sales improved to a double-digit growth of +11% [1] - The mainland China market showed significant growth, with retail value increasing by 20% and retail revenue by 23%, primarily driven by e-commerce [1] - The company opened 8 overseas stores, marking its first entry into the Vietnamese market [1] Retail Performance - Same-store sales improved to +10% in Q2, with gold product sales increasing by +6% and pricing jewelry products seeing a +25% increase [2] - The same-store sales for priced gold products surged by 67%, while diamond product sales experienced a decline of -10% [2] Store Network - As of September 30, 2025, the company had a total of 3,113 stores globally, with a net decrease of 49 stores in Q2 [3] - The company operates 159 self-owned "Luk Fook Jewelry" stores, distributed across mainland China, Hong Kong, Macau, and overseas [3] - In total, the company has 2,634 "Luk Fook Jewelry" stores worldwide, including 2,458 brand stores in mainland China and 17 overseas [3]

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。 截至 2026 年 3 月 31 日止財政年度第二季度及 10 月首兩周之零售銷售表現 (1) 摘要 | | | 集團整體 | | 香港、澳門及海外 | | 內地 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 零售值 | | +18% (6) | | +13% | | +20% | | | | 產品佔比： | 黃金及鉑金 定價首飾 | ：78% ：22% | 黃金及鉑金 定價首飾 | ：70% ：30% | 黃金及鉑金 定價首飾 | ：80% ：20% | | 零售收入 | | +15% | | +13% | | +23% | | | 同店銷售 | | +10% | | +11% | | +3% | | | 店舖數目 | | 3,113 | | 113 | | 3,000 | | 備註︰ (1) 零售銷售數據已包含集團完成收購金至尊集團後 ...

本报记者 贺王娟 不过，国投安信期货提示，金银冲向此轮价格顶峰的进程远未结束，也不会一蹴而就，其短期上涨斜率过高，日度周度月 度级别均呈现显著的超买信号。当前做多贵金属交易拥挤，双向波动已经开始放大。 | 周大福 | 周六福 | 周生生 周生生 | | --- | --- | --- | | 1279.00 | 1190.00 | 1281.00 | | 金条价格 1269.00 | 金条价格 1085.00 | 1139.0( 金条价格 | | 周大堂 周大生 | 册 潮宏基 | 六福珠宝 | | 1279.00 | 1279.00 | 1279.00 | | 铂金价格 687.00 | 铂金价格 687.00 | 金条价格 1269.0( | | 秒 老凤祥 | 命 老庙黄金 | 生 中国百合 | | 1280.00 | 1279.00 | 982.50 | | 足金价格 1280.00 | 金条价格 1235.00 | 零售价 998.50 | 记者注意到，在金价上涨加速阶段，多个金饰品牌"一口价"黄金调价的节奏正在加快，如周生生门店工作人员对《证券日 报》记者表示，日前，店铺内多个"一口价"金饰产品已 ...

Group 1 - The chairman of the board, Huang Weichang, increased his stake in Luk Fook Holdings (00590) by purchasing 10,000 shares at a price of HKD 24.48 per share, totaling HKD 244,800 [1] - Following the purchase, the total number of shares held by Huang Weichang is approximately 261 million, representing a holding percentage of 44.39% [1]

智通财经APP获悉，香港联交所最新资料显示，10月9日，董事会主席黄伟常增持六福集团(00590)1万 股，每股作价24.48港元，总金额为24.48万港元。增持后最新持股数目约为2.61亿股，最新持股比例为 44.39%。 ...

Core Viewpoint - The Hong Kong gold and jewelry stocks have shown significant gains, indicating a positive market sentiment in this sector [1] Group 1: Stock Performance - Lao Pu Gold (06181.HK) increased by 10.39%, reaching 765 HKD [1] - Chow Sang Sang (00116.HK) rose by 7.21%, trading at 14.58 HKD [1] - Chow Tai Fook (01929.HK) saw a gain of 5.13%, priced at 15.36 HKD [1] - Luk Fook Holdings (00590.HK) experienced a 3.35% increase, with shares at 25.28 HKD [1]