Core Insights - The trend of "pain gold" is gaining popularity among young consumers, with prices reaching as high as 2800 yuan per gram, nearly double the daily gold price since 2025 [1][8] - Various gold products linked to popular IPs are experiencing significant price increases, with some items being sold at nearly double their original prices on secondary markets [4][7] Industry Trends - The overall gold consumption market is currently weak, but collaborations between gold brands and popular anime or gaming franchises are emerging as growth points for several jewelry brands [7] - Notable collaborations include a high-priced pure gold series from Old Fengxiang and Bandai Namco, which sold out quickly, and a gold pendant from Chow Tai Fook priced at 2800 yuan per gram, 2.76 times the daily gold price [7] Consumer Behavior - Young consumers are increasingly purchasing "pain gold" not only for its aesthetic appeal but also for its perceived value retention, as it combines emotional connection with collectible attributes [6][8] - A collector reported that the value of certain "pain gold" items has appreciated significantly, with one item originally priced at 880,000 yuan now exceeding 1 million yuan due to rising gold prices and limited availability [7][8]

Core Viewpoint - The trend of "pain gold" is gaining popularity among young consumers, with prices for certain gold products being driven up to nearly double the market price since 2025, leading to a supply shortage [1][6]. Group 1: Market Trends - The price of a 1g gold note originally priced at 899 yuan has surged to nearly 1600 yuan on second-hand platforms, reflecting a near doubling of its original price [4]. - The "pain gold" concept, rooted in Japanese otaku culture, is being embraced by young consumers as a valuable collectible, with related topics on social media platforms like Xiaohongshu exceeding 2.25 million views [6]. - The overall market for IP gold products has seen a 294% year-on-year increase in transactions on Taobao, indicating a significant growth area for jewelry brands amidst a generally weak gold consumption environment [6]. Group 2: Product Examples and Pricing - A collaboration between Lao Miao Gold and the IP "Tian Guan Ci Fu" has seen a gold jewelry set priced at 16,600 yuan, with an estimated weight of 11g, resulting in a price of approximately 1,509 yuan per gram [4]. - The "pain gold" items are perceived as having both emotional and social currency, with young consumers willing to pay premiums due to the emotional connection to the IPs [7]. - A limited edition 1,000g gold Gundam collectible originally priced at 880,000 yuan is now valued at over 1 million yuan, showcasing the potential for significant appreciation in value [6][7].

证券之星消息，8月18日饰品板块较上一交易日上涨0.11%，新华锦领涨。当日上证指数报收于3728.03， 上涨0.85%。深证成指报收于11835.57，上涨1.73%。饰品板块个股涨跌见下表： 从资金流向上来看，当日饰品板块主力资金净流出1.91亿元，游资资金净流入2491.58万元，散户资金净 流入1.66亿元。饰品板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002345 | 潮宏基 | 993.71万 | 3.07% | -334.69万 | -1.03% | -659.02万 | -2.04% | | 000017 | 深中华A | 979.37万 | 9.02% | -1047.45万 | -9.64% | 68.08万 | 0.63% | | 002574 明牌珠宝 | | 906.05万 | 14.92% | -397.32万 | -6.54% | -508.72万 | ...

从资金流向上来看，当日饰品板块主力资金净流出1631.87万元，游资资金净流出6905.52万元，散户资金 净流入8537.39万元。饰品板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000026 | 飞亚达 | 2846.79万 | 4.36% | -2041.09万 | -3.12% | -805.70万 | -1.23% | | 002731 | 茎华珠宝 | 1294.10万 | 9.40% | -232.38万 | -1.69% | -1061.72万 | -7.71% | | 002345 | 潮宏基 | 1210.27万 | 4.42% | -1175.13万 | -4.29% | -35.14万 | -0.13% | | 002867 | 周大生 | 884.72万 | 13.26% | -780.37万 | -11.70% | -104.34万 | -1.56% | | ...

从资金流向上来看，当日饰品板块主力资金净流出3.91亿元，游资资金净流入2071.4万元，散户资金净流 入3.7亿元。饰品板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300945 | 曼卡龙 | 19.00 | -2.96% | 21.62万 | 4.07亿 | | 603900 | 苹绅通灵 | 10.64 | -2.92% | 25.36万 | 2.70亿 | | 002731 | 萃华珠宝 | 14.07 | -2.43% | 15.07万 | 2.12亿 | | 600735 | 新华锦 | 7.96 | -1.97% | 15.51万 | 1.24亿 | | 000017 | 深中华A | 6.52 | -1.95% | 25.25万 | 1.66亿 | | 605599 | 菜自股份 | 15.36 | -1.29% | 6.42万 | 9839.44万 | | 002721 | 金―文化 | 3.86 | -1.28% | 149.36万 | 5.76 ...

Core Insights - The rising gold prices over the past three years have led to increased interest in gold jewelry, creating a "gold fever" among consumers [1] - The trend has extended into the "二次元" (two-dimensional) culture, with major gold brands targeting young consumers who are fans of anime and gaming [1] - Brands like Chow Tai Fook, Lao Feng Xiang, and others have launched IP collaboration gold jewelry, integrating popular characters and themes from various franchises [1] Retail Market Dynamics - The retail price of gold jewelry has surpassed 1000 yuan per gram, making it unaffordable for many consumers [1] - IP collaboration gold jewelry is sold at a premium, with prices ranging from 1300 yuan to 2800 yuan per gram, significantly higher than the standard gold price of around 1020 yuan per gram [2][4] - For example, the Chow Tai Fook Chiikawa collaboration piece is priced at 2800 yuan per gram, which is 2.76 times the market price [2][4] Consumer Behavior - Social media platforms like Xiaohongshu (Little Red Book) play a crucial role in promoting IP collaboration gold jewelry, with many users expressing interest and sharing their purchases [2][8] - Despite the hype, actual foot traffic in physical stores remains low, indicating that the consumer base for these products is still limited [6] - Some consumers are opting for custom-made gold jewelry from goldsmiths, which can be more affordable and unique compared to branded IP collaboration pieces [6] Market Trends and Challenges - The Chinese Gold Association predicts a decline in gold consumption, particularly in gold jewelry, due to high prices, with a projected drop of 26% year-on-year [10] - The high prices of IP collaboration gold jewelry are attributed to licensing fees and advanced manufacturing techniques, which may not translate to higher resale value [5][9] - The resale market for IP collaboration gold jewelry is uncertain, with many pieces losing value once they become widely available [10]

（文章来源：证券时报网） 据iFind统计，截至8月8日，沪深两市共有99只个股连续5日或5日以上获主力资金净买入。连续获主力 资金净买入天数最多的股票是老凤祥、倍加洁、青松建化、华塑股份，均已连续13个交易日获净买入； 连续获主力资金净买入天数较多的还有腾达建设、巨星农牧、首药控股、海优新材、海尔智家、ST起 步、邦基科技、伟创电气等股，分别获11个、11个、10个、9个、9个、9个、8个、8个交易日净买入。 ...

（文章来源：证券时报网） 据iFind统计，截至8月7日，沪深两市共有101只个股连续5日或5日以上获主力资金净买入。连续获主力 资金净买入天数最多的股票是倍加洁、青松建化、老凤祥、华塑股份，均已连续12个交易日获净买入； 连续获主力资金净买入天数较多的还有中南传媒、巨星农牧、信达地产、大秦铁路、腾达建设、海思 科、首药控股、ST起步等股，分别获11个、10个、10个、10个、10个、9个、9个、8个交易日净买入。 ...

近年来，黄金珠宝被纳入新消费的范畴，古法、国潮等概念逐渐成为金饰行业的热点。业内人士认为， 黄金珠宝行业正在经历品牌转型升级的大周期，消费者更关注产品本身的创新和差异化。其中，古法 金、小克重等品类成为市场焦点，年轻群体在黄金首饰消费者中的占比持续提升，驱动品牌在款式、工 艺及IP联名上不断突破。 加码年轻化布局 老铺黄金又迎来了新一波排队潮。8月2日，老铺黄金全新门店在上海新天地开业，并给出开业限时折 扣，吸引众多消费者前来购物。中国证券报记者实探发现，现场排队需要两小时左右，但即便如此，消 费者仍络绎不绝，甚至有消费者笑称"一代人有一代人的鸡蛋要抢。" "公司一直坚持打造最受年轻人喜欢的东方时尚品牌，围绕这个品牌战略定位，我们一直在产品力上坚 持差异化，近几年产品力优势辅以终端精细化运营，逐渐凸显出效果，在一季度也有比较好的表现。相 信我们继续坚持这个战略定位，未来几年仍能持续保持较好的增长。"潮宏基进一步称。 从渠道为王到产品制胜 站在上海新天地老铺黄金门外的长队中，能清晰感受到消费市场的脉动变化：Z世代消费者讨论花丝工 艺的精细度，中年夫妇计算金价涨幅与工费比例，代购主播镜头对准錾刻的细节。 这些场景 ...

据iFind统计，截至8月6日，沪深两市共有105只个股连续5日或5日以上获主力资金净买入。连续获主力 资金净买入天数最多的股票是宏盛华源、华塑股份、老凤祥、青松建化、倍加洁，均已连续11个交易日 获净买入；连续获主力资金净买入天数较多的还有中南传媒、TCL智家、腾达建设、浦东建设、信达地 产、苏能股份、大秦铁路、巨星农牧等股，分别获10个、10个、9个、9个、9个、9个、9个、9个交易日 净买入。 （文章来源：证券时报网） ...