Group 1 - Domestic gold jewelry prices remain stable compared to last Friday, with multiple brands reporting a price of 1005 CNY per gram for 24K gold jewelry [1][3] - Specific brands and their prices include: Zhou Dasheng at 1005 CNY per gram, Caibai Jewelry at 982 CNY per gram, and Chao Hong Ji at 1005 CNY per gram [3] - Other brands such as TSL, Jin Zun, and Zhou Liu Fu also report prices of 1005 CNY and 985 CNY per gram for their gold jewelry [3]

证券研究报告 | 行业周报 gszqdatemark 2025 07 06 年 月 日 纺织服饰 周专题：服饰重点公司 2025Q2 业绩前瞻 【本周专题】 H 股运动鞋服：2025Q2 流水增速较 Q1 放缓，整体运营情况稳健。2025 年以来 运动鞋服公司终端保持较为稳健的流水趋势，进入 Q2 以来我们判断由于消费环境 的波动 Q2 板块公司整体的流水增速或弱于 Q1。从营运层面看，截至 2025Q2 末 我们预计各运动品牌库销比基本仍在 5 左右的位置，整体保持稳健水平。结合上 半年经营情况，我们预计安踏体育 2025H1 收入增长 10%+，公司经营利润率或 有下降；我们预计李宁 2025H1 收入持平左右，归母净利润预计同比下降 20%； 我们预计特步国际 2025H1 可持续业务收入增长 5%左右，归母净利润同比增长 10%左右；我们预计 361 度 2025H1 收入增长 10%~15%，归母净利润同比增长 10%~15%。 A 股品牌服饰：终端零售平稳，个股业绩分化。我们根据行业情况判断：收入规模 难以增长的公司业绩表现压力较大，而终端表现健康、积极管控费用的部分公司 业绩同比或有增长。我们根 ...

国内金饰价格持平昨日 金十数据7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持平昨日，多家报1005元/克。 | | 周大生足金999 | 1005 元/克 | | --- | --- | --- | | િ 第百货站 | 菜百首饰足金999饰品 | 982 元/克 | | 潮后其 | 潮宏基足金(首饰摆件) | 1005 元/克 | | TSL 謝瑞顏 | 谢瑞麟足金饰品 | 1005 元/克 | | 3 3 1 6 1 | 金至尊足金999 | 1005 元/克 | | 周六福 | 周六福足金999 | 985 元/克 | @ JIN10.COM G.C 金十数据 | 一个交易工具 ...

代码：002867 证券简称：周大生 编号：2025-029 周大生珠宝股份有限公司 投资者关系活动记录表 投资者关系活动类别 □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 ☑现场参观 ☑其他(电话会议) 参与单位名称 及人员姓名 共计 6 位投资者（排名不分先后）： 银华基金：张萍 前海开源：孔芳 南方基金：赵舜 信达证券：骆峥 东财消费：张诗宇 人保养老：吴强 时 间 2025 年 7 月 3 日 地 点 总部会议室 上市公司接待人员 姓名 证券事务代表：周晓达 投资者关系活动 主要内容介绍 一、 问答环节： 投资者主要就行业情况、国家宝藏、产品结构、终端销售情况、分 红等问题进行了交流，并参观了公司展厅，可参阅前次活动记录表之问 答和已披露公告。 接待过程中，公司严格按照《信息披露管理制度》等规定，保证信 息披露的真实、准确、完整、及时、公平，没有出现未公开重大信息泄 露等情况。同时，现场调研的投资者已按深交所要求签署承诺函。 附件清单（如有） 无 日期 2025 年 7 月 3 日 ...

Group 1 - The domestic gold jewelry price has increased by 7 yuan per gram compared to the previous day, with multiple brands reporting a price of 1005 yuan per gram [1][4] - Major brands such as Chow Tai Seng, Chao Hong Ji, and TSL have their gold jewelry priced at 1005 yuan per gram, while Cai Bai's gold jewelry is priced at 982 yuan per gram [4]

Group 1 - The domestic gold jewelry prices remain stable compared to last Friday, with many brands pricing their 24K gold jewelry at 989 CNY per gram [1][6] - Specific brands and their prices include: Zhou Dazheng at 989 CNY/g, Cai Bai at 982 CNY/g, Chao Hong Ji at 989 CNY/g, Xie Rui Lin at 989 CNY/g, Jin Zhi Zun at 989 CNY/g, and Zhou Liu Fu at 969 CNY/g [6]

Group 1 - The domestic gold jewelry price remains stable at 998 CNY per gram as reported by multiple brands [1][5] - Major brands such as Zhou Dasheng, Chao Hong Ji, and TSL maintain their gold jewelry prices at 998 CNY per gram [5] - Other brands like Cai Bai and Zhou Liu Fu have slightly lower prices, with Cai Bai at 989 CNY per gram and Zhou Liu Fu at 978 CNY per gram [5]

Price Trends - Platinum prices have significantly increased by approximately 40% since the beginning of the year, with retail prices for platinum jewelry exceeding 500 RMB per gram [1][2] - The current price for platinum bars ranges from 310 RMB to 330 RMB per gram, with various weights available [1][2] - Despite the rising prices, the recovery price for platinum remains low, generally below 270 RMB per gram, indicating potential losses for immediate resale [2] Market Dynamics - The World Platinum Investment Council suggests that platinum prices are still historically undervalued compared to gold, driven by market fundamentals and investor sentiment [2][3] - The global platinum market is expected to face a supply deficit of 30 tons in 2025, marking the third consecutive year of short supply, with total demand projected to reach 247.7 tons [3] - The demand for platinum in the jewelry sector is anticipated to grow by about 5% due to a recovery in Chinese consumption, while automotive demand is expected to decline by 2% [3] Industrial Applications - Platinum is recognized for its critical role in various industrial applications, particularly in the petrochemical industry and as a catalyst in hydrogen energy systems [4][3] - The unique properties of platinum, such as high melting point and resistance to corrosion, make it valuable in manufacturing high-end chemical vessels and catalysts [2] Investment Considerations - Platinum is increasingly viewed as an alternative investment to gold, especially as gold prices remain high [5] - However, the market for platinum is smaller and less liquid than that of gold, which may pose challenges for investors, particularly regarding purity assessment and recovery market dynamics [4][3]

Group 1: Investor Relations Activity Overview - The investor relations activity took place on June 23, 2025, with a total of 12 investors participating [2] - The event was held in the headquarters meeting room, attended by company representatives including the securities affairs representative [2] Group 2: Key Discussion Topics - Investors engaged in discussions regarding industry conditions, the company's business model, brand matrix, and terminal sales performance [2] - A company showroom was visited during the event, allowing investors to gain insights into the company's offerings [2] Group 3: Compliance and Information Disclosure - The company adhered to the "Information Disclosure Management System," ensuring that all disclosed information was true, accurate, complete, timely, and fair [2] - No significant undisclosed information leaks occurred during the event, and participating investors signed a commitment letter as required by the Shenzhen Stock Exchange [2]

证券代码：002867 证券简称：周大生 公告编号：2025-028 周大生珠宝股份有限公司 关于回购股份注销完成暨股份变动的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、周大生珠宝股份有限公司（以下简称"公司"）本次注销的回购股份数量 为 10,452,372 股，占注销前公司总股本的 0.95%，本次注销完成后，公司总股 本由 1,095,926,265 股变更为 1,085,473,893 股。 2、经中国证券登记结算有限责任公司深圳分公司审核确认，公司本次回购 股份注销事宜已于 2025 年 6 月 20 日办理完成。 一、回购股份的实施情况 二、本次回购股份注销情况 根据公司《关于回购部分社会公众股份的回购报告书》，公司回购专用证券 账户中的回购股份拟全部用于股权激励计划或员工持股计划，如公司未能在股份 回购完成之后 36 个月内实施上述用途，则公司回购的股份将依法予以注销。为 维护公司价值和股东权益，优化公司资本结构，综合公司目前情况，公司拟将回 购专用证券账户中的 10,452,372 股回购股份全部予以注销，并相应减少公 ...