实探︱深圳水贝下架“投资金”

Core Viewpoint - The recent tax policy changes regarding gold have significantly altered the pricing structure in the Shenzhen Shui Bei market, affecting both consumer behavior and merchant operations [1]. Group 1: Market Changes - Following the announcement of the new tax policy on November 1, the Shui Bei market has seen a shift in its pricing system, with the distinction between "investment gold" and "jewelry gold" being removed [1]. - Merchants have reported that the market management has become stricter, leading to the disappearance of "investment gold" from both online platforms and physical displays [1]. Group 2: Pricing Dynamics - Prior to the tax policy change, the Shui Bei market displayed only the market gold price, but after the initial confusion, it transitioned to showing both "investment gold" and "jewelry gold" prices, which has now reverted to a more simplified pricing structure [5]. - The current prices in the Shui Bei market are as follows: "investment gold" at 960 RMB per gram and "jewelry gold" at 1082 RMB per gram [2]. Group 3: Consumer Behavior - Consumers have shown interest in the price differences between "investment gold" and "jewelry gold," often inquiring about purchasing gold jewelry at investment prices, which has led to confusion and longer explanations from merchants [5]. - Despite high gold prices potentially suppressing some consumer demand, the traditional peak season at the end of the year still holds potential for sales growth [5]. Group 4: Industry Impact - The World Gold Council has indicated that the new tax policy will have differing impacts on investment demand and jewelry consumption, with investment channels remaining largely unaffected while jewelry prices may rise due to tax burdens [6]. - The retail sector for gold jewelry may experience consolidation as businesses adapt to the new market conditions, focusing on innovative designs and craftsmanship to remain competitive [6].