证券之星消息，10月9日饰品板块较上一交易日上涨1.47%，曼卡龙领涨。当日上证指数报收于3933.97， 上涨1.32%。深证成指报收于13725.56，上涨1.47%。饰品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600735 | ST新华锦 | 5.05 | -5.08% | 3371.0 | 170.24万 | | 600439 | 瑞贝卡 | 2.81 | -1.06% | 22.19万 | 6226.95万 | | 002345 | 潮宏基 | 14.26 | -0.21% | - 20.75万 | 2.98亿 | | 301177 | 迪阿股份 | 33.80 | -0.18% | 2.70万 | 9187.98万 | | 002867 | 周大生 | 13.53 | 0.22% | 12.95万 | 1.75亿 | | 000026 | 飞亚达 | 16.40 | 0.49% | 4.31万 | 7042.30万 | | 600612 | 老凤祥 | ...

"哎，你听说没？今天老凤祥的黄金又涨价了。"我一边翻手机一边跟朋友说。朋友皱眉："哎呀，这金价涨得太快了，我都不知道该什么时候买了。"我笑了 笑："别急，咱慢慢聊，看看这些涨价到底意味着啥，怎么挑选才划算。" 中国黄金和老凤祥价格对比 先说最基础的金价。今天中国黄金基础金价是896元每克，而投资金条、储值金条和元宝金都是912元每克。老凤祥金店的黄金和足金价格就高一些，都是 1138元每克，投资金条1088元每克。你会发现，不同品牌和不同产品价格差别明显。投资金条、储值金条更偏向保值，首饰和品牌金价则高一些，但好看、 工艺精致，也更适合收藏和送礼。 ￥ 123 淘宝 月销量75 旗舰店 购买 黄金首饰价格档次解析 黄金首饰其实分三档，高档、中档和低档。高档首饰通常用K白金、高K黄金或者足金制成，不仅看着漂亮，保值能力也强。中档和低档首饰更多考虑性价 比，工艺简单，价格也更亲民。你如果买来自己戴或者送人，高档首饰当然赏心悦目，但如果单纯为了投资保值，买高档未必最划算，投资金条更稳。 老凤祥足金价格变化 最近老凤祥足金价格变化也挺明显。10月2号和3号是1125元每克，10月4号涨到1131元每克，今天直接到11 ...

黄金珠宝行业专家交流 20251008 摘要 国庆期间黄金珠宝行业整体表现超预期，周大福华东、华中区增幅达 15%，得益于放宽价格管控至克减 70 及不镶嵌黄金一口价产品和镶嵌 类产品增长。 潮宏基自去年下半年以来保持高增长态势，各季度增幅超 40%，国庆期 间增长预计达 50%，受益于成功的产品和价格策略，黄金克重和销售金 额均增长。 老庙和老凤祥自 4 月以来表现较弱，受金价上涨和周大福价格策略影响， 下滑幅度维持在 10%-15%，价格战效果不明显，顾客易被周大福吸引。 周生生、中金、大生等品牌国庆期间增长约 10%-15%，部分区域表现 较好，个别品牌维持超预期 40%以上高增长。 周大福预计 10 月下旬提价，因国际金价上涨约 9%-10%，各珠宝品牌 节后将常规提价，潮宏基一口价常规提价影响不大。 品牌对中小加盟商私货管控严格，对省级代理商较弱，但品牌公司对各 级代理商压货力度大，挤压私货空间。金价上涨短期内对消费影响不大， 但若涨至 4,000 美元以上，10 月底或 11 月将受影响。 珠宝行业税收规范化，税务成本成加盟商压力，所有珠宝企业将转向正 规化。周大福非黄金克重占比已接近 35%，其 ...

【导读】记者实探假期黄金市场，人头攒动，"以旧换新"成为风尚 中国基金报记者 吴君 近期，国际金价持续上涨，突破了4000美元/盎司。这个国庆中秋假期，黄金牵动着不少消费者的心。 10月8日是假期最后一天，记者来到了上海豫园的黄金市场，实地走访了老凤祥、周大福、老庙黄金、老铺黄金、六福珠宝、潮宏基、亚一等多家品牌金 店，还有上海紫锦城的黄金批发市场，看到现场顾客络绎不绝，假期消费市场在"金价上涨"与"促销活动"的双重节奏中持续活跃。 有顾客豪掷几万元买古法金饰佩戴，紧跟时尚；也有顾客说要理性消费，先看看，以后再买；还有不少顾客选择"以旧换新"，补差价换新金，对黄金长期 看好；黄金批发市场则以低价吸引了不少顾客"淘金"。 多家金店店员表示，这个假期他们接待顾客的量很大。有金店老板说："现在黄金市场是'慢牛'行情。" 金店假期大力度促销、门店火爆 10月8日，记者来到了上海豫园的黄金市场，多家品牌金店人头攒动，十分热闹。尽管最近金价节节攀升，但丝毫没有阻挡顾客逛金店、选购黄金的热 情。 为了吸引顾客，老凤祥、老庙、周大福、六福珠宝、中国黄金、亚一等多家品牌金店都推出了不同力度的"双节同庆"限时克减优惠，以及一口价 ...

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 ...

Group 1 - Gold prices have surged, 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][8] - Domestic gold jewelry prices are also hitting record highs, with major brands like Chow Tai Fook and Chow Sang Sang seeing prices exceed 1150 RMB per gram [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 [5][6] Group 2 - High foot traffic was reported in major shopping districts, with consumers showing strong purchasing power, spending from thousands to tens of thousands of RMB on gold jewelry [5][6] - The market for traditional wedding gold items remains strong, with new trends emerging such as 5D gold crafts gaining popularity among younger consumers [6][7] - Goldman Sachs has raised its gold price forecast for December 2026 to $4900 per ounce, citing increased demand from central banks and individual investors as key drivers [7][8]

Core Insights - The price of gold has reached an all-time high of $3,822 per ounce, marking a significant increase of $62 in a single day [1] - The rise in gold prices indicates a shift towards de-dollarization among countries, making gold more appealing to overseas buyers [2] Industry Overview - The surge in gold prices has led to a downturn in the domestic gold retail market, with many gold shops closing down and some businesses disappearing with their inventory [4][9] - The trend of gold shop closures has been ongoing, with companies like Chow Tai Fook planning to relocate their factories due to declining sales in gold jewelry [5] - Chow Tai Fook's sales from gold jewelry accounted for only 12.4% of total sales in Q1 2024, a significant drop from 30% in 2021, leading to a reduction in store numbers [7][9] Market Dynamics - Despite the high prices, consumer demand for gold jewelry has plummeted, with many potential buyers deterred by soaring costs [9] - The global demand for gold remains strong, driven by industrial use, central bank purchases, and technological applications, which have all reached record highs [10][12] - In Q1 2024, global industrial gold demand reached 128 tons, with over 85% of new demand coming from the renewable energy and electronics sectors [12] Central Bank Activity - Central banks worldwide are increasing their gold reserves as part of a strategy to de-dollarize their economies, with China being the largest buyer, having purchased gold for 18 consecutive months [14][16] - The trend of central banks accumulating gold is influencing market prices, as their actions significantly impact gold's long-term stability [16] Consumer Behavior - The current market conditions present a dichotomy where gold prices are rising while retail sales are declining, creating challenges for gold shop owners [16] - Consumers are advised to recognize gold's core attributes, including its financial, physical, and hedging properties, when making purchasing decisions [17][21] - For potential buyers, it is recommended to focus on practical and cost-effective gold options, as many gold jewelry pieces carry significant brand premiums [21]

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].

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]

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]