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实探珠宝消费:“金涨钻跌”搅动行业格局 钻石市场“光芒”不再?
Xin Hua Wang· 2025-08-12 05:48
最近一段时间,黄金价格上涨成为热搜词。另一边,钻石市场却似乎吹起冷风,"钻石冷黄金热"越来越 成为珠宝市场的真实写照。 不仅如此,"钻石冷黄金热"也搅动了行业格局,同时影响着相关公司的发展。证券时报记者梳理发现, 最近一年以来,一些主营黄金业务的公司业绩普遍出现增长,从事钻石业务的公司则普遍业绩下滑。 "保值"成为年轻人 珠宝消费的重要考量 "这一年金饰金价的涨幅接近30%。"深圳水贝金展广场一家金饰店的负责人告诉记者。近日,记者再次 前往深圳水贝黄金珠宝集聚区。尽管是工作日,但前来挑选黄金饰品的消费者络绎不绝,人气很高。 IPG中国首席经济学家柏文喜表示,在全球需求收缩的大背景下,叠加培育钻石批量进入市场的冲击, 作为非必需品的钻石自然也就出现价格下跌。此外,近些年培育钻石大量进入市场形成了对于天然钻石 的替代效应与挤出效应,同时由于培育钻石进入市场加大了市场供给,自然也就对天然钻石市场形成了 较大的价格压力。 "金涨钻跌"搅动行业 上海钻石交易所网站披露的上海钻石价格指数(SDPI)显示,多个重量分段的钻石价格指数在去年达 到高位后便持续下降。以1.00-1.49克拉的钻石指数为例,该指数2022年上半年 ...
迪阿股份(301177) - 关于公司2025年7月新增自营门店情况的公告
2025-08-08 08:52
证券代码:301177 证券简称:迪阿股份 公告编号:2025-045 迪阿股份有限公司 关于公司 2025 年 7 月新增自营门店情况的公告 特此公告。 迪阿股份有限公司董事会 2025 年 8 月 8 日 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。 根据《深圳证券交易所上市公司自律监管指引第 3 号——行业信息披露》的 要求,迪阿股份有限公司(以下简称"公司")现将 2025 年 7 月新增自营门店情 况公告如下: | 序号 | | 门店名称 | 所在地区 | 开设时间 | 经营 | 面积 | 投资金额 | 主要商品 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 形式 | (m2) | (万元) | 类别 | | 1 | DR | 呼和浩特 | 内蒙古自 | 2025/7/4 | 直营 | 78 | 151.08 | 镶嵌饰品 | | | | 万象城店 | 治区 | | | | | | 注:上述投资金额主要包括门店装修、首次铺货、固定资产及道具。 以上新增自营 ...
迪阿股份收盘上涨3.13%,滚动市盈率264.98倍,总市值117.36亿元
Jin Rong Jie· 2025-08-07 10:29
Group 1 - The core viewpoint of the articles highlights the performance and valuation of Diya Co., which has a current stock price of 29.34 yuan, reflecting a 3.13% increase, with a rolling PE ratio of 264.98, marking a new low in 19 days [1] - Diya Co. operates in the jewelry sector, which has an average industry PE ratio of 59.17 and a median of 40.27, placing Diya Co. at the 15th position in the industry ranking [1][2] - As of the first quarter of 2025, two institutions hold shares in Diya Co., with a total of 150.98 million shares valued at 0.45 million yuan [1] Group 2 - The main business of Diya Co. includes brand operation, customized sales, and research and design of jewelry, with key products being engagement rings, wedding bands, anniversary gifts, and wedding gold [1] - The latest financial results for the first quarter of 2025 show that Diya Co. achieved a revenue of 408 million yuan, a year-on-year decrease of 4.40%, and a net profit of 20.72 million yuan, down 29.66%, with a gross margin of 63.52% [1] - The PE ratios for Diya Co. are significantly higher than the industry averages, with a TTM PE of 264.98 and a static PE of 221.32, while the industry average PE is 59.17 [2]
黄金珠宝概念股震荡走强
Di Yi Cai Jing· 2025-08-07 07:08
莱绅通灵封涨停,曼卡龙、潮宏基涨超5%,迪阿股份、飞亚达、菜百股份、萃华珠宝等跟涨。 (本文来自第一财经) ...
饰品行业CFO薪资PK:迪阿股份营运能力持续下降、ROE持续下滑CFO黄水荣年薪127万业内第二
Xin Lang Cai Jing· 2025-08-06 04:40
Group 1 - The total salary scale for CFOs in A-share listed companies reached 4.27 billion yuan in 2024, with an average annual salary of 814,800 yuan [1] - The highest annual salary for a CFO in the jewelry industry was paid by Jinyi Culture to CFO Jiang Xuefu, amounting to 2.122 million yuan [2] - Most listed companies that did not change their CFOs in 2023 and 2024 increased the CFO's annual salary, with Jiang Xuefu's salary seeing the largest increase of 284.42% [1] Group 2 - Jinyi Culture's performance in 2024 was disappointing, with a revenue of 3.373 billion yuan, reflecting a decline [2] - Diya Co. paid its CFO Huang Shuairong an annual salary of 1.2696 million yuan, but the company faced a revenue drop of 32.01% in 2024, reaching a new low of 1.482 billion yuan [2] - Caibai Co. paid its CFO Li Zhuo an annual salary of 1.1737 million yuan, but the company's gross profit margin has been declining, with rates of 11.22%, 10.68%, and 8.94% from 2022 to 2024 [2]
饰品行业CFO薪资PK:曼卡龙毛利率持续下滑、ROE<7% 董秘付杰领102万年薪超行业均值
Xin Lang Zheng Quan· 2025-08-06 03:09
Group 1 - The total salary scale of CFOs in A-share listed companies reached 4.27 billion yuan in 2024, with an average annual salary of 814,800 yuan [1] - The highest annual salary for a CFO in the jewelry industry was 2.122 million yuan paid to Jiang Xuefu of Jin Yi Culture, while the lowest was 128,300 yuan paid to Zhu Jianrui of Ruibeika [1] - Among companies that did not change CFOs between 2023 and 2024, most increased their CFOs' salaries, with Jin Yi Culture's Jiang Xuefu seeing the largest increase of 284.42% [1] Group 2 - Jin Yi Culture's performance in 2024 was poor, with revenue of 3.373 billion yuan, a decrease of 75.25%, and a net profit of 15 million yuan, down 97.81% [3] - Diya Co. paid its CFO Huang Shuorong an annual salary of 1.2696 million yuan, but the company faced a revenue decline of 32.01% in 2024, reaching 1.482 billion yuan [3] - Cai Bai Co. paid its CFO Li Zhuo an annual salary of 1.1737 million yuan, but the company's gross profit margin has been declining, with rates of 11.22%, 10.68%, and 8.94% from 2022 to 2024 [4] Group 3 - Man Ka Long paid its CFO Fu Jie an annual salary of 1.0178 million yuan, but the company's gross profit margin also showed a downward trend, with rates of 16.59%, 14.64%, and 13.38% from 2022 to 2024 [4] - The average return on equity for Cai Bai Co. in 2024 was 18.73%, down 5.5% year-on-year, while Man Ka Long's was 6.08%, down 14.85% [4]
饰品行业CFO薪资PK:周大生CFO许金卓学历业内最低仅为中专
Xin Lang Zheng Quan· 2025-08-06 03:09
专题:专题|2024年度A股CFO数据报告:美的集团钟铮年薪946万,比亚迪周亚琳896万 2024年,金一文化为CFO蒋学福支付年薪212.2万元,位居行业第一,且远远超出行业平均水平。但 是,2024年金一文化的业绩表现不容乐观。首先,公司业绩双降,共实现营业收入33.73亿元,同比下 降75.25%;归属于上市公司股东的净利润为0.15亿元,同比下降97.81%。同时公司经营活动现金流净 额、投资活动现金流净额、筹资活动现金流净额均为负值。另外,据鹰眼预警数据显示,公司营运能力 较差,公司应收账款周转率、存货周转率、总资产周转率均大幅低于行业均值。 迪阿股份2024年为CFO黄水荣支付年薪126.96万元,位居饰品行业第二。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。 菜百股份2024年为CFO李卓支付年薪117.37万元,远超行业二均值。菜百股份盈利能力趋弱,公司毛利 率持续下降,2022-2024年,公司销售毛利率分别为11.22%、10.68%、8.94%,变动趋势持续下降。 2024年,公司加权平 ...
饰品行业CFO薪资PK:菜百股份毛利率持续下滑、净资产收益率下降 董秘李卓领117万年薪超行业均值
Xin Lang Zheng Quan· 2025-08-06 03:09
从年薪的变动来看,2023、2024年未变更CFO的上市公司中,多数上市公司调增了CFO年薪。其中,金 一文化CFO蒋学福薪酬涨幅最大,同比增长284.42%;迪阿股份CFO黄水荣年薪降幅最大,同比减少 5.333%。 从学历角度看,饰品行业CFO多为本科学历,其次为硕士学历,仅有明牌珠宝CFO黄水荣、瑞贝卡董秘 朱建锐为大专学历,周大生CFO许金卓学历最低仅为中专学历。 以下,我们重点来看为CFO发放年薪百万及以上的上市公司经营状况。 2024年,金一文化为CFO蒋学福支付年薪212.2万元,位居行业第一,且远远超出行业平均水平。但 是,2024年金一文化的业绩表现不容乐观。首先,公司业绩双降,共实现营业收入33.73亿元,同比下 降75.25%;归属于上市公司股东的净利润为0.15亿元,同比下降97.81%。同时公司经营活动现金流净 额、投资活动现金流净额、筹资活动现金流净额均为负值。另外,据鹰眼预警数据显示,公司营运能力 较差,公司应收账款周转率、存货周转率、总资产周转率均大幅低于行业均值。 专题:专题|2024年度A股CFO数据报告:美的集团钟铮年薪946万,比亚迪周亚琳896万 炒股就看金麒麟分析师 ...
饰品行业CFO薪资PK:迪阿股份连续两年亏损 为CFO黄水荣支付年薪126.96万远超行业均值
Xin Lang Zheng Quan· 2025-08-06 03:09
Group 1: Overview of CFO Compensation in A-Share Market - The total compensation for CFOs in A-share listed companies reached 4.27 billion yuan in 2024, with an average annual salary of 814,800 yuan [1] - The highest annual salary for a CFO in the jewelry industry was 2.122 million yuan, paid to Jiang Xuefu of Jin Yi Culture, while the lowest was 128,300 yuan, paid to Zhu Jianrui of Ruibeika [1] - Four companies paid their CFOs over 1 million yuan, including Jin Yi Culture, Diya Co., Cai Bai Co., and Mankalon [1] Group 2: Salary Changes and Company Performance - Among companies that did not change CFOs between 2023 and 2024, most increased CFO salaries, with Jin Yi Culture's Jiang Xuefu seeing the largest increase of 284.42% [1] - Diya Co.'s CFO Huang Shuorong experienced the largest salary decrease of 5.333% [1] - Jin Yi Culture's performance declined significantly, with a revenue of 3.373 billion yuan, down 75.25%, and a net profit of 15 million yuan, down 97.81% [3] - Diya Co. reported a revenue of 1.482 billion yuan, a decrease of 32.01%, marking a new low since its listing, with continuous losses in net profit [3] Group 3: Company-Specific Financial Metrics - Cai Bai Co. paid its CFO Li Zhuo 1.1737 million yuan, but the company showed weakening profitability with a declining gross margin from 11.22% in 2022 to 8.94% in 2024 [4] - Mankalon paid its CFO Fu Jie 1.0178 million yuan, with a declining gross margin from 16.59% in 2022 to 13.38% in 2024, and a return on equity of 6.08% in 2024, down 14.85% [4]
饰品行业CFO薪资PK:迪阿股份营运能力持续下降、ROE持续下滑 CFO黄水荣年薪127万业内第二
Xin Lang Zheng Quan· 2025-08-06 03:09
Core Insights - The total compensation for CFOs in A-share listed companies reached 4.27 billion yuan in 2024, with an average annual salary of 814,800 yuan [1] - The highest annual salary for a CFO in the jewelry industry was 2.122 million yuan, while the lowest was 128,300 yuan [1] - Companies that did not change their CFOs in 2023 and 2024 mostly increased their CFO salaries, with the highest increase being 284.42% for the CFO of Jin Yi Culture [1] Group 1: CFO Compensation - The total salary scale for CFOs in A-share listed companies is 4.27 billion yuan, with an average salary of 814,800 yuan [1] - Jin Yi Culture paid its CFO, Jiang Xuefu, the highest salary of 2.122 million yuan, while Ruibeka paid its CFO, Zhu Jianrui, the lowest salary of 128,300 yuan [1] - Four companies paid their CFOs over 1 million yuan, including Jin Yi Culture, Diya Co., Caibai Co., and Mankalon [1] Group 2: Company Performance - Jin Yi Culture's performance declined significantly, with a revenue of 3.373 billion yuan, down 75.25%, and a net profit of 15 million yuan, down 97.81% [3] - Diya Co. reported a revenue of 1.482 billion yuan, a decrease of 32.01%, and has faced two consecutive years of net losses [3] - Caibai Co. showed a declining trend in profitability, with gross margins decreasing from 11.22% in 2022 to 8.94% in 2024 [4] - Mankalon's gross margin also declined from 16.59% in 2022 to 13.38% in 2024, with a return on equity of 6.08% in 2024, down 14.85% [4]