周大福(01929):业绩表现超预期,定价首饰占比提升强化盈利韧性
GF SECURITIES·2026-01-29 07:09

业绩表现超预期,定价首饰占比提升强化盈利韧性 [Table_Title] 【广发批零社服&海外】周大福 (01929.HK) [Table_Summary] 核心观点: 盈利预测: | [Table_ 单位Finance] :港元百万元 | | 2024A | 2025A | 2026E | 2027E | 2028E | | --- | --- | --- | --- | --- | --- | --- | | 主营收入 | | 108,713 | 89,656 | 94,150 | 101,463 | 108,211 | | 增长率( ) | % | 14.8% | -17.5% | 5.0% | 7.8% | 6.7% | | EBITDA | | 11,535 | 10,499 | 13,212 | 15,441 | 16,688 | | 归母净利润 | | 6,499 | 5,916 | 8,161 | 9,803 | 10,716 | | 增长率( ) | % | 20.7% | -9.0% | 38.0% | 20.1% | 9.3% | | EPS(元/股) | | 0.65 | 0.59 | ...

CHOW TAI FOOK-周大福(01929):业绩表现超预期,定价首饰占比提升强化盈利韧性 - Reportify