Core Insights - Adidas reported a 7% year-on-year revenue growth for FY2025H1, reaching €12.105 billion, with a net profit increase of 121% to €798 million [4] - The brand's revenue growth was 14% on a currency-neutral basis, with all regional markets achieving double-digit growth [4] - The company maintains its full-year guidance, expecting high single-digit revenue growth on a currency-neutral basis for FY2025, with double-digit growth for the Adidas brand [4] Market Trends - The domestic market indices showed positive performance, with the Shanghai Composite Index closing at 3,617.60, up 0.96% [3] - The textile and apparel sector experienced a decline of 2.14% this week, underperforming the broader market [5] - Retail sales of sports and entertainment products grew significantly, with a 22.2% year-on-year increase in the first half of 2025 [5] Industry Dynamics - The Chinese gold consumption in the first half of 2025 was 505.205 tons, a decrease of 3.54% year-on-year, with jewelry consumption dropping by 26% [5] - The pharmaceutical industry is seeing advancements in innovative drugs, particularly in obesity treatments with GLP-1 and Amylin therapies showing promising results in clinical trials [8][11] - In the biopharmaceutical sector, ADC drugs for lung cancer are demonstrating significant efficacy, with several products showing improved outcomes in clinical trials [10][12]

Summary of Key Points Core Viewpoint - The 2024 A-share Secretary Data Report reveals that over 21% of secretaries in the A-share market earn annual salaries exceeding one million yuan, highlighting the significant role of secretaries in connecting investors and listed companies [1]. Group 1: Salary Data - As of July 29, there are 5,817 listed companies in the A-share market, with a total salary expenditure for secretaries reaching 4.086 billion yuan, averaging 754,300 yuan per secretary [1]. - In the jewelry industry, the highest annual salary for a secretary is 1.8582 million yuan paid by Feiya, while the lowest is 252,500 yuan paid by Mingpai Jewelry [1]. - Three companies, including Di'a Shares, Caibai Shares, and Feiya, have secretaries earning over one million yuan annually [1]. Group 2: Salary Changes - Among companies that did not change their secretaries, most reduced their salaries, with China Gold's secretary seeing a 54% decrease from 1.0146 million yuan to 474,600 yuan [1]. - Zhou Dazheng's secretary, He Xiaolin, experienced the largest salary increase, rising from 355,500 yuan in 2023 to 881,000 yuan, a 147.82% increase [1]. Group 3: Company Performance - Feiya's secretary, Song Yaoming, received the highest salary in the jewelry sector, but the company faced a 13.77% decline in revenue and a 33.86% drop in net profit, marking a five-year low [2]. - Di'a Shares paid its secretary, Huang Shuizhong, 1.2696 million yuan, but the company reported a 32.01% decrease in revenue, reaching 1.482 billion yuan, and has faced two consecutive years of net profit losses [2].

专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 迪阿股份2024年为董秘黄水荣支付年薪126.96万元，位居食品行业第三。值得关注的是，迪阿股份近年 来陷入业绩低迷的泥潭，2024年公司营收14.82亿元（同比-32.01%），创上市新低，扣非净利润连续两 年亏损。 MACD金叉信号形成，这些股涨势不错！ 责任编辑：公司观察 随着年报披露收官，饰品行业上市公司董秘薪酬面纱也被揭开。据数据统计，饰品行业上市公司为董秘 支付的最高年度薪酬是飞亚达，为董秘宋瑶明支付年薪185.82万元；为董秘支付的最低年度薪酬是明牌 珠宝股，为董秘陈凯支付年薪仅25.25万元。其中为董秘发放超百万年薪的上市公司共有3家，分别为迪 阿股份、菜百股份、飞亚达。 从年薪的变动来看，2024未变更董秘的上市公司中，多数上市公司调减了董秘年薪，其中中国黄金董秘 陈军年薪腰斩，由2023年的101.46万年薪同比减少54%至47.46万元。调增董秘年薪的上市公司中，周大 生董秘何小林年薪增幅最大，年薪有2023年的35.55万元增长至88.1万元，同比 增长147.82%。 飞亚达2024年为董秘宋瑶明支付年 ...

| | 周大生足金999 | 1008 元/克 | | --- | --- | --- | | | 菜百首饰足金999饰品 | 985 元/克 | | | 潮宏基足金(首饰摆件) | 1008 元/克 | | TSL 謝瑞麟 | 谢瑞麟足金饰品 | 1008 元/克 | | ਤੇ ਦੇ ਜੋ | 金至尊足金999 | 1008 元/克 | | 周六福 | 周六福足金999 | 988 元/克 | 国内金饰价格回升 金十数据8月4日讯，金十图示：国内多家黄金珠宝品牌公布的境内足金首饰价格较上周五回升10元/克，多家报1008元/克。 @ JIN10.COM 0.6 金十数据 | 一个交易工具 ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 601069 | 西部黄金 | | 3.93 | 181亿 | 73.56 | | 300139 | 晓程科技 | | 3.79 | 53.98 Z | 35.02 | | 6009888 | 赤峰黄金 | -06- | 3.46 | 449亿 | 52.40 | | 600547 | 山东黄金 | -06- | 2.95 | 1358亿 | 34.79 | | 000975 | 山金国际 | 1 | 2.72 | 514亿 | 22.61 | | 605599 | 菜自股份 | | 2.19 | 120亿 | 41.27 | | 002237 | 恒邦股份 | 来 | 1.80 | 136亿 | 18.97 | | 001337 | 四川黄金 | | 1.77 | 99.12亿 | 14.18 | | 603588 | 高能环境 | 来 | 1.58 | 98.10亿 | 24.44 | | 002155 | 湖南黄金 | | 1.52 | 281亿 | ...

A股市场黄金概念股逆势上涨，其中，西部黄金、晓程科技、赤峰黄金涨超3%，山东黄金、山金国 际、菜百股份涨超2%。消息面上，伦敦金现上周五收涨超2%报3362.64美元，美联储降息预期不断升 温，提振了黄金的吸引力。 | 代码 | 名称 | | 涨幅% ↓ | 总市値 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 601069 | 西部黄金 | | 3.93 | 181亿 | 73.56 | | 300139 | 晓程科技 | | 3.79 | 53.98亿 | 35.02 | | 6009888 | 赤峰黄金 | -06- | 3.46 | 449亿 | 52.40 | | 600547 | 山东黄金 | -06- | 2.95 | 1358亿 | 34.79 | | 000975 | 山金国际 | 1 | 2.72 | 514亿 | 22.61 | | 605599 | 菜自股份 | | 2.19 | 120亿 | 41.27 | | 002237 | 恒邦股份 | 来 | 1.80 | 136亿 | 18.97 | | 001337 | 四川黄金 ...

Group 1 - Gold futures prices on the COMEX rose by 2.01% on August 1, with Shanghai gold futures increasing by 1.33% on the night of August 2 [1] - The U.S. unemployment rate increased by 0.1 percentage points to 4.2% in July, with significant downward revisions of 258,000 jobs for May and June combined, leading to a rise in market expectations for a rate cut in September from 40% to 82% [1] - Financial analysts predict that a weak non-farm payroll report in October 2024 may lead the Federal Reserve to initiate rate cuts in November, with ongoing inflation pressures and stimulus policies expected to continue until the mid-term elections in 2026 [1] Group 2 - Young consumers aged 18 to 34 account for over one-third of gold jewelry sales, driving innovation in the market [2] - Major gold jewelry brands are innovating in design, materials, and collaborations to better meet the preferences of younger consumers, with notable partnerships such as Chow Tai Fook's Chiikawa collection and Lao Feng Xiang's Saint Seiya series [2] - Key companies in the gold jewelry sector include Lao Feng Xiang, Chao Hong Ji, and Cai Bai Co., which are adapting to the changing consumer landscape [2]

Group 1 - As of August 2, international gold prices are reported at $3362.5 per ounce, while international palladium is at $1209.9 per ounce, and international silver is at $37.0 per ounce [1] - Domestic gold prices are quoted at 776.2 yuan per gram [1] - Major domestic gold retailers have varying prices, with Chow Tai Fook at the highest price of 998 yuan per gram and China Gold at the lowest price of 969 yuan per gram [1] Group 2 - Other domestic gold prices include: Chow Sang Sang at 995 yuan per gram, Luk Fook Jewelry at 998 yuan per gram, and Xie Ruilin at 998 yuan per gram [1] - Jin Zun at 998 yuan per gram, Chao Hong Ji at 998 yuan per gram, and Cai Bai Jewelry at 975 yuan per gram [1] - Lao Miao Gold at 994 yuan per gram, Lao Feng Xiang at 996 yuan per gram, and Zhou Liu Fu at 978 yuan per gram [1]

Core Viewpoint - Domestic gold jewelry brands have maintained stable prices for domestic 24K gold jewelry, with many brands pricing at 998 yuan per gram [1][3]. Price Summary - Zhou Dasheng 24K gold jewelry is priced at 998 yuan per gram [3]. - Caibai Jewelry's 24K gold products are priced at 975 yuan per gram [3]. - Chao Hong Ji's 24K gold (jewelry ornaments) is priced at 998 yuan per gram [3]. - TSL's 24K gold products are priced at 998 yuan per gram [3]. - Jinzun's 24K gold jewelry is priced at 998 yuan per gram [3]. - Zhou Li Fu's 24K gold jewelry is priced at 978 yuan per gram [3].

证券之星消息，7月30日饰品板块较上一交易日下跌0.02%，飞亚达领跌。当日上证指数报收于3615.72， 上涨0.17%。深证成指报收于11203.03，下跌0.77%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 002345 | 潮宏基 | 14.68 | 4.19% | 36.33万 | | 5.30亿 | | 300945 | 曼卡龙 | 19.52 | 1.72% | 15.46万 | | 3.01亿 | | 665509 | 菜直股份 | 15.29 | 0.66% | 5.01万 | 7651.16万 | | | 600916 | 中国黄金 | 8.24 | 0.37% | 18.98万 | | 1.57亿 | | 002731 | 幸华珠宝 | 13.01 | 0.31% | 7.18万 | 9348.38万 | | | 002867 | 周大生 | 13.14 | 0.23% | 4.70万 | 6173.52万 | | | 600 ...