Core Viewpoint - The article highlights the increasing popularity of platinum jewelry as its prices rise significantly, leading many jewelers to shift their focus from gold to platinum products [2][6][10]. Market Trends - Platinum prices have surged over 35% since the beginning of the year, surpassing gold's price increase [2]. - The price of platinum reached over 320 yuan per gram, with a notable increase of nearly 50 yuan in just over two weeks [2]. - Many jewelers in the Shenzhen Shui Bei market are reducing their gold inventory in favor of platinum due to the competitive nature of the gold market [2][5]. Consumer Behavior - Although gold jewelry remains popular, there is a growing interest in platinum among consumers, who are becoming more aware of its rising prices [4][10]. - The convenience and transparency of the recycling mechanism for gold jewelry are significant factors driving consumer interest, with similar mechanisms being developed for platinum [6]. Supply and Demand Dynamics - The World Platinum Investment Council reported a 10% year-on-year decline in global platinum supply in Q1, totaling 45.3 tons, while demand increased by 10% to 70.7 tons [10]. - It is projected that there will be a platinum shortage for the third consecutive year, with a deficit of 30 tons expected [10]. - China has surpassed North America to become the largest retail investment market for platinum [10]. Market Outlook - Analysts suggest that the recent price increases for platinum and silver may be driven by long-term demand expectations for precious metals, rising global inflation pressures, and higher interest rate expectations [10]. - The unique characteristics of platinum, such as its purity challenges and smaller market size compared to gold, may affect its liquidity and investment appeal [10].
铂金成黄金“平替”!实探深圳水贝: 部分商家转战新赛道
证券时报·2025-06-23 15:01