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股价狂飙老铺黄金续刷历史新高 重仓基金上半年回报最高近70%
Huan Qiu Wang·2025-07-01 08:22

Core Viewpoint - The stock price of Lao Pu Gold surged significantly, reaching a record high despite facing unlocking pressure, indicating strong market interest and performance in the Hong Kong stock market [1][3] Company Performance - Lao Pu Gold's stock price increased by over 18% during trading, closing with a gain of 14.94% at 1008 HKD, resulting in a market capitalization of 174.1 billion HKD, surpassing the combined market value of 13 A-share and 5 Hong Kong jewelry companies [1] - The recent openings of new stores in Shanghai and Singapore have contributed to the company's impressive performance, with the Shanghai store experiencing long queues and high sales, and the Singapore store showing a conversion rate exceeding 95% [3] Market Reaction - The strong performance of Lao Pu Gold has attracted public funds, with a total of 5.5015 million shares held by public funds valued at 3.657 billion CNY as of the end of Q1 [3] - Major funds such as Fu Guo Fund and Yin Hua Fund have significant holdings, with Fu Guo Fund holding 1.5886 million shares valued at 1.314 billion CNY [3] Analyst Ratings - Morgan Stanley has reiterated an "overweight" rating for Lao Pu Gold, raising the target price to 1249 HKD and increasing future sales and net profit forecasts [3] - The opening of new stores is seen as a sign of the company's high-end channel expansion and internationalization efforts, enhancing brand strength and market presence [3]