Workflow
CHOW TAI FOOK(01929)
icon
Search documents
周大福老凤祥营收暴跌44%!金价越涨,品牌为何越亏?
Sou Hu Cai Jing· 2025-10-08 09:18
前言 国庆金店挤得像春运现场,周大福柜台前大妈举着存折抢金镯子,年轻人蹲地上挑金豆子。 可转头看财报却魔幻得很,周大生上半年营收暴跌43.92%,老凤祥也下滑16.52%,活像被金价捅了刀 子。 乡亲们纳闷了:国际金价都冲上3900美元,国内零售价飙到1134元/克,怎么卖黄金的反而亏钱? 金店挤爆,财报暴跌 潮宏基珠宝做过一本账:上半年赚了3个亿,看着挺美?可毛利率三年连降,从29.3%跌到23.1%。 什么意思?相当于原来卖个金镯子能赚300块工费,现在只剩230块。 更要命的是,金料采购价跟着国际金价疯涨,仓库里囤的黄金还没打成首饰,进货单价格又跳了一截。 说白了:金店现在像在刀尖跳舞。 你高价进货吧,怕明天金价暴跌砸手里;你不进货吧,柜台空了顾 客扭头就走。 江苏某县城金店老板就倒过苦水:"现在卖黄金像炒股,上个月1134元/克进的货,这周金价回调到 1100,每克硬是亏了34块!" 谁在赚钱谁在哭 这边品牌商愁云惨淡,那边却有人笑得见牙不见眼。 00后小夫妻国庆前囤了200克黄金,金价涨到1134元时出手,净赚2万多。 丈母娘本来要的10万彩礼钱,小两口直接拿黄金差价抵了不少。 更精明的是金店销售刘 ...
国内金饰克价突破1160元
Core Viewpoint - The spot gold price has surpassed $4000 per ounce for the first time in history, leading to an increase in domestic gold jewelry prices [1] Group 1: Gold Market - Spot gold has reached a historic high of over $4000 per ounce [1] - Domestic gold jewelry prices have also risen, with Chow Sang Sang's gold jewelry priced at 1165 RMB per gram and Chow Tai Fook's at 1162 RMB per gram [1]
金价爆了,今年已涨超50%!越涨越买,金店被挤爆,有人后悔:观望2个月,一克涨了140元!高盛:“坚定买家”正持续加码
Mei Ri Jing Ji Xin Wen· 2025-10-07 14:16
Core Viewpoint - Gold prices have surged significantly, with spot gold reaching a historic high of $3980 per ounce and New York gold futures surpassing $4000, both up over 50% year-to-date [1][4]. Group 1: Gold Price Trends - Domestic gold jewelry prices are also hitting record highs, with mainstream brands seeing prices for 24K gold jewelry exceeding 1100 yuan per gram, including brands like Chow Tai Fook at 1155 yuan and Chow Sang Sang at 1157 yuan [3][4]. - The increase in gold prices has not dampened consumer enthusiasm; instead, it has led to a surge in demand, particularly during the recent holiday period [6][7]. Group 2: Consumer Behavior - Many consumers are purchasing gold jewelry despite high prices, with some spending as much as 160,000 yuan on gold items, indicating strong buying power [6][7]. - Retailers are experiencing increased foot traffic, with some stores reporting a doubling of customer visits during the holiday season compared to previous months [7][8]. Group 3: Market Analysis - Analysts attribute the rapid rise in gold prices to geopolitical tensions, fluctuating Federal Reserve policies, and a looming U.S. government shutdown, which have all heightened demand for gold as a safe-haven asset [7][9]. - Goldman Sachs has raised its gold price forecast for December 2026 to $4900 per ounce, up from a previous estimate of $4300, anticipating continued strong demand from central banks and individual investors [8][9].
金价爆了,今年已涨超50%!越涨越买,金店被挤爆,有人后悔:观望2个月,一克涨了140元!
Mei Ri Jing Ji Xin Wen· 2025-10-07 14:11
10月7日,金价继续狂飙。 截至发稿,现货黄金历史首次站上3980美元/盎司,年内已涨超50%;纽约黄金期货则再次突破4000美 元大关,又创历史新高,年内也已涨超50%。 国内金饰价格也在不断刷新纪录。10月初,国内主流品牌足金首饰克价普遍突破1100元。周生生足金饰 品涨至1157元/克,周大福涨至1155元/克,老庙黄金涨至1151元/克。 | ECASTIX | | | | | | --- | --- | --- | --- | --- | | 避险抗通胀,长期配黄金 | | | | | | 国内现货 | 国际现货 | | 黄金实物 | | | 品牌 银行 | | 回收 | | | | 品牌 | | | 价格(元/克) 日涨跌幅 | | | 周大福 | | | 1155 | +1.40% | | 老凤祥 | | | 1151 | +1.14% | | 周六福 | | | 1084 | 0.00% | | 周生生 | | | 1157 | +1.40% | | 六福珠宝 | | | 1155 | +1.40% | | 寺查章 | | | 1155 | +1.40% | | 老庙 | | | 1151 | ...
史上首次!1157元/克!金价再创新高
Sou Hu Cai Jing· 2025-10-07 09:50
Core Insights - International gold prices reached a historic high of $4000.1 per ounce on October 7, driven by factors such as the ongoing U.S. government shutdown crisis, increased expectations for multiple interest rate cuts by the Federal Reserve, and persistent geopolitical conflicts globally [1][3] - Goldman Sachs raised its gold price forecast for December 2026 to $4900 per ounce from a previous estimate of $4300, anticipating significant net purchases of gold by central banks in emerging markets [3] Group 1: Market Trends - On October 7, gold prices in the domestic market also increased, with major retailers reporting prices for gold jewelry: Chow Sang Sang at 1157 yuan per gram, Chow Tai Fook at 1155 yuan per gram, and Lao Miao Gold at 1151 yuan per gram [1] - As of October 7, the December gold futures price on the New York Commodity Exchange was reported at $3999.9 per ounce, reflecting a 0.59% increase [1] Group 2: Central Bank Activity - It is projected that central banks will have average net purchases of 80 tons and 70 tons of gold in 2025 and 2026, respectively, as they seek to diversify their foreign exchange reserves [3]
金价破千,金店反而集体关门!传统金店被抛弃真相是什么
Sou Hu Cai Jing· 2025-10-07 07:23
Group 1 - The rising gold prices have led consumers to seek alternatives, such as purchasing gold bars from banks instead of jewelry stores, resulting in significant savings [1][3] - Major jewelry brands like Chow Tai Fook and Lao Feng Xiang are closing stores, with Chow Tai Fook shutting down 397 stores last year and experiencing an 18% drop in revenue [3][5] - The trend of buying gold jewelry is declining, with wedding ceremonies seeing a 50% reduction in participants over the past decade, leading to innovative purchasing methods like renting or buying imitation gold [5][6] Group 2 - Some brands are attempting to attract younger consumers through collaborations and online sales strategies, such as live streaming and exclusive collections [6][8] - Despite the overall decline in traditional gold jewelry sales, niche markets like Lao Pu Gold, which focuses on artisanal gold, have seen a revenue increase of 148% [5] - The perception of gold as a more practical investment compared to jewelry is growing, with consumers preferring gold bars for their stability and lower costs [8]
多品牌金饰克价突破1150元
Jing Ji Guan Cha Wang· 2025-10-07 04:45
Core Insights - Gold futures in New York have historically surpassed $4000 per ounce for the first time, marking an increase of over 50% year-to-date [1] - Spot gold reached a peak of $3977.45 per ounce, setting a new historical high [1] Price Impact on Domestic Gold Jewelry - The price of 999 pure gold jewelry from Caibai has risen to 1105 RMB per gram [1] - Chow Tai Fook's 999 pure gold jewelry (including ornaments and crafts) is priced at 1155 RMB per gram [1] - Chow Sang Sang's 999 pure gold jewelry is now priced at 1157 RMB per gram [1] - Laomiao's 999 pure gold jewelry is priced at 1151 RMB per gram [1]
金饰克价突破1141元,周生生等品牌一月涨超70元
Bei Ke Cai Jing· 2025-10-06 04:13
【#金饰克价涨至1141元#,#金饰每克价格一个月涨超70元#】10月6日,现货黄金继续走高,破3900美 元/盎司关口,并向上触及3920美元/盎司,再创历史新高。距离首次突破3800美元关口仅不到10天。 国内品牌金方面,多品牌首饰金报价升至1130元/克左右,周生生足金饰品标价达1141元/克,较前一月 (9月6日)1068元/克的价格上涨73元/克;老庙足金饰品价格报1138元/克,较前一月(9月6日)1062 元/克的价格上涨76元/克;周大福足金饰品价格报1139元/克,较前一月(9月6日)1060元/克的价格上 涨79元/克。#金价# @蓝鲸新闻 | | | 周生生 (how Sang Sang | | | | | --- | --- | --- | --- | --- | --- | | 周生生 PROMESSA | MINTYGREEN | EMPHASIS | MARCO BICEGO | 劳力士 | 帝舵表 | | | | | | | 最後更新时间: 2025-10-06 10:49:34 | | | | | | | 金价(人民币) | | 足金饰品(每克) | | 卖出 | | | ¥ ...
国际金价节节攀升,首饰金消费旺季成交量有所放大
Xin Hua Cai Jing· 2025-10-05 00:55
Core Insights - International gold prices have reached new highs, with jewelry gold prices also rising significantly during the recent holidays [1][2] - The market anticipates further interest rate cuts from the Federal Reserve, coupled with a weakening dollar, which supports gold prices [1][4] Price Trends - Jewelry gold prices have generally surpassed 1100 RMB per gram, with major brands quoting around 1130 RMB per gram during the National Day holiday [2] - Specific quotes include Chow Tai Fook at 1129 RMB per gram and Lao Feng Xiang at 1131 RMB per gram, with investment gold priced at 999 RMB per gram [2] Promotional Activities - During the holiday period, various brands offered discounts, with some promotions reducing the price of gold by 160 RMB per gram [2][3] - Discounts included 8% off on certain gold items and buy-one-get-one-free offers on diamond products [3] Market Analysis - Analysts from Galaxy Securities suggest that the trend of monetary policy easing by the Federal Reserve is established, which may lead to increased global ETF holdings in gold, further driving up prices [4] - The World Gold Council reported a significant increase in global gold ETF holdings, with a notable rise of nearly 27 tons in a single day [4] Future Outlook - UBS forecasts a bullish trend in the gold market, predicting prices could reach 4200 USD per ounce by mid-2026 due to factors like a weakening dollar and increased central bank purchases [5] - Tianfeng Securities identifies three key factors supporting precious metals: safe-haven demand, ongoing central bank purchases, and inflation expectations [5] Short-term Risks - Some experts caution about potential short-term risks, noting that gold prices are currently high and may experience corrections [5]
金价彻底爆了,今年已涨超48%,网友:显著增加结婚成本
Mei Ri Jing Ji Xin Wen· 2025-10-04 22:57
Core Insights - Gold prices have surged significantly, with COMEX gold futures closing at $3912.1 per ounce on October 4, marking a 3.23% increase for the week and over 48% year-to-date [1] - Domestic gold jewelry prices have reached new highs, with brands like Chow Tai Fook and Lao Feng Xiang reporting prices of 1129 RMB and 1131 RMB per gram respectively [3][4] Market Trends - The demand for gold jewelry remains strong during the Golden Week, with consumers showing a preference for lightweight and stylish designs that are more affordable [7] - Many consumers believe that gold prices will continue to rise, leading to increased purchases ahead of anticipated price hikes [9] - The trend of "one-price" gold jewelry is gaining traction, with consumers prioritizing design over weight, especially among younger buyers [9][10] Investment Sentiment - Investor sentiment is bolstered by the uncertainty surrounding the U.S. government shutdown and weak employment data, which have heightened the appeal of gold as a safe-haven asset [12] - Analysts predict further increases in gold prices, with Barclays and Citigroup projecting targets of $4000 per ounce and $4200 per ounce by mid-2026 [12][13] - Strong inflows into gold ETFs indicate a robust interest from private investors, suggesting a bullish outlook for the gold market [13]