| | 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 ...

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]

Investment Rating - The investment rating for the retail industry is "Positive" (maintained) [1] Core Views - The report highlights the strong performance of domestic brands in the skincare and cosmetics sectors on platforms like Douyin, with significant market share gains [5][25][28] - The report emphasizes the importance of emotional consumption trends driving growth in various retail segments, particularly in jewelry, cosmetics, and offline retail [30][31] Summary by Sections Retail Market Overview - The retail industry index decreased by 2.22% during the week of July 28 to August 1, 2025, underperforming the Shanghai Composite Index by 1.28 percentage points [7][14] - The professional chain segment showed the largest increase among retail sub-sectors, while the jewelry sector led the year-to-date performance with a 25.38% increase [17][20] Key Industry Dynamics - In July, Douyin's skincare brand Han Shu ranked first, with domestic brands occupying 15 out of the top 20 spots in the skincare category [25][28] - The cosmetics sector also saw domestic brands excel, with 19 out of the top 20 positions in the makeup category, driven by cushion products and other high-demand items [28][29] Investment Recommendations - Investment focus areas include: - **Jewelry**: Recommend brands with differentiated product offerings like Laopuhuang and Chaohongji [30][33] - **Offline Retail**: Highlight companies like Yonghui Supermarket and Aiyingshi that are adapting to consumer trends [30][31] - **Cosmetics**: Emphasize domestic brands with strong market positions such as Maogeping and Pola [31][32] - **Medical Aesthetics**: Focus on companies with unique product lines like Aimeike and Kedi-B [31][32] Company-Specific Insights - **Laopuhuang**: Achieved revenue of 8.506 billion yuan (+167.5%) and a net profit of 1.473 billion yuan (+253.9%) in FY2024, with strong growth expected in H1 2025 [32] - **Yonghui Supermarket**: Reported a revenue of 17.479 billion yuan (-19.3%) and a net profit of 148 million yuan (-80.0%) in Q1 2025, with ongoing transformation efforts [32] - **Maogeping**: Recorded a revenue of 3.885 billion yuan (+34.6%) and a net profit of 881 million yuan (+33.0%) in FY2024, indicating strong brand momentum [32]

Group 1 - The core stock price of Chao Hong Ji (002345) closed at 14.22 yuan on August 1, 2025, down 1.11% with a turnover rate of 1.94% and a trading volume of 168,300 hands, amounting to 239 million yuan [1] - The latest financial report for Chao Hong Ji shows total operating revenue of 2.252 billion yuan for Q1 2025, a year-on-year increase of 25.36%, and a net profit attributable to shareholders of 189 million yuan, up 44.38% year-on-year [1] - The company has a current ratio of 1.887, a quick ratio of 0.487, and a debt-to-asset ratio of 41.56% [1] Group 2 - Chao Hong Ji has made investments in 17 companies and participated in 9 bidding projects, with 177 trademark registrations and 409 patents [2] - The company holds 7 administrative licenses [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]

■ 特此公告 登录新浪财经APP 搜索【信披】查看更多考评等级 东冠集团有限公司保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大 遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 广东潮宏基实业股份有限公司（以下简称"公司"或"本公司"）于2025年6月6日披露了《关于持股5%以 上股东减持股份预披露公告》（公告编号：2025-028），持有公司股份77,000,000股（占本公司总股本 比例8.67%）的股东东冠集团有限公司（以下简称"东冠集团"）计划自公告发布之日起15个交易日后的 三个月内（即2025年6月27日至2025年9月26日）通过集中竞价方式或大宗交易方式减持本公司股份不超 过26,655,380股，占本公司总股本比例3%。其中，以集中竞价交易方式减持的，在任意连续90个自然日 内，减持股份的总数不超过公司总股本的 1%；以大宗交易方式减持的，在任意连续90个自然日内，减 持股份的总数不超过公司总股本的2%。 近日，公司收到东冠集团出具的《股份减持情况告知函》，截至2025年7月31日，东冠集团通过集中竞 价方式减持公司股份共计8,884,9 ...

格隆汇8月1日丨潮宏基(002345.SZ)公布，近日，公司收到东冠集团出具的《股份减持情况告知函》， 截至2025年7月31日，东冠集团通过集中竞价方式减持公司股份共计8,884,927股，占公司总股本的1%。 ...

证券代码：002345 证券简称：潮宏基 公告编号：2025-039 广东潮宏基实业股份有限公司 关于持股 5%以上股东减持股份达到 1%的公告 东冠集团有限公司保证向本公司提供的信息内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 | 1．基本情况 | | | --- | --- | | 信息披露义务人 | 东冠集团有限公司 | | 住所 | FLAT/RM 904, 9/F | | | PRESIDENT COMMERCIAL CENTRE | | 608 NATHAN ROAD | MONGKOK, KL | | | | | --- | --- | --- | --- | --- | | 权益变动时间 2025 | 年 7 月 8 2025 年 7 月 31 日 | 日至 | | | | | 2025年7月8日至2025年7月31日期间，东冠集团通过集中竞价方 | | | | | | 式减持公司股份共计8,884,927股，占公司总股本的1%，持股比例 | | | | | | 由8.67%减少至7.67%，本次减持股份比例达 ...

潮宏基公告，东冠集团2025年7月8日至2025年7月31日通过集中竞价方式减持公司股份888.49万股，占 公司总股本1%；持股比例由8.67%降至7.67%。此前东冠集团已披露计划在2025年6月27日至2025年9月 26日期间减持不超过2665.54万股，占公司总股本3%，本次减持在计划范围内，尚未实施完毕。 ...

@ JIN10.COM 0.C 金十数据 | 一个交易工具 国内金饰价格继续维持不变 金十数据8月1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昨日维持不变，多家报998元/克。 | | 周大生足金999 | 998 元/克 | | --- | --- | --- | | | 菜百首饰足金999饰品 | 975.00 元/克 | | 消后更 | 潮宏基足金(首饰摆件) | 998 元/克 | | TSL 謝瑞顏 | 谢瑞麟足金饰品 | 998 元/克 | | 美王尊 | 金至尊足金999 | 998 元/克 | | 周六福 | 周六福足金999 | 978 元/克 | ...