黄金价格上涨
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曾和老铺黄金一样会赚钱的周六福,要上市了
Sou Hu Cai Jing· 2025-06-19 12:16
今年一季度,现货黄金价格上涨约19%,创下1986年9月以来国际金价最大季度涨幅。在这个节骨眼上,作为中国珠宝前五大品牌中 唯一一家未上市的公司,周六福珠宝正式通过主板上市聆讯。 在世界各国央行增持黄金分散外汇风险;为应对国际复杂多变的局面、提前布局避险资产的趋势下,国际金价在近期得到持续上涨的 支撑。 然而,作为黄金珠宝企业,周六福和一众同行一样,黄金价格大涨,自身利润并没有跟上涨幅。曾一度比肩老铺黄金的净利率水平, 也成了回不去的昨天。 一、增收难增利 在传导机制上,由于黄金价格太透明,很难有差价空间,黄金珠宝类的企业赚的基本是固定比例的加工费。所以,当金价疯狂上涨 时,企业率先承受的是原材料成本提高的负担,以及金价过高导致消费意愿降低的客流减少,收入增速短期承压的风险。 2022年至2024年,周六福收入分别为31.02亿元、51.5亿元、57.18亿元;同期年内利润分别约为5.75亿元、6.60亿元、7.06亿元。收入 增速分别为66.02%和11.03%;利润增速14.78%和6.97%,均呈现大幅下降。 此外,公司毛利率也由2022年的38.7%下跌至2024年的25.9%,净利率从18.5%下跌 ...
【黄金涨回3400美元之上】6月17日讯,现货黄金早盘涨破3400美元大关。早前在特朗普呼吁所有人撤离伊朗首都德黑兰几分钟后,德黑兰发生多起爆炸事件,防空系统启动拦截目标。
news flash· 2025-06-16 23:34
金十数据6月17日讯,现货黄金早盘涨破3400美元大关。早前在特朗普呼吁所有人撤离伊朗首都德黑兰 几分钟后,德黑兰发生多起爆炸事件,防空系统启动拦截目标。 现货黄金 黄金涨回3400美元之上 ...
最近金价疯涨得有点过分
Sou Hu Cai Jing· 2025-06-15 14:58
#图文打卡计划# 尊敬的审阅人员和品鉴读者:本文是经过严格查阅相关权威文献和资料。 全文数据有据可依,可供查证。 你有没有发现,最近金价疯涨得有点过分?真的,金子这玩意儿,前两天还被我们视为稳妥的保值资产,现在居然也开始失控了。 可问题是,金价这波上涨到底是怎么回事?如果说它只是受一些短期因素的影响,那倒也可以理解,可是怎么就突然失控了呢? 我们得看一下这波金价上涨的背后原因。自今年初以来,全球经济形势一直摇摆不定,尤其是美国通胀压力巨大、美元疲软。美元的贬值通常意味着黄金作 为避险资产的需求增加。加之全球政治局势紧张,尤其是中东和俄乌冲突加剧,导致投资者纷纷转向黄金避险。各大银行和投资机构也在纷纷调整策略,将 更多资金配置到黄金资产上。这就让黄金的市场需求激增,从而推高了价格。 话说回来,这也有点像大家都疯抢某个限量款的商品,结果把价格炒高了。再者,这波上涨的背后,炒作因素也不少。特别是有些商家和博主,他们在利用 市场的情绪波动制造一些不切实际的预期,以此吸引关注和流量。就像我看到的那个博主,他那种预言,真是为了博眼球、吸引眼球,毫无任何实质内容。 说金价会跌到300,简直就是给投资者带来错误的信号。 有些 ...
市场避险情绪升温,黄金再度成为追捧焦点
Di Yi Cai Jing· 2025-06-13 10:20
Core Viewpoint - The rapid rise in gold prices has a complex impact on gold enterprises, necessitating a balanced perspective on short-term gains versus long-term consumer demand [1][3]. Group 1: Market Performance - As of June 13, gold concept stocks surged, with notable increases in companies such as萃华珠宝 (up to the daily limit), 西部黄金 (up to the daily limit), and 晓程科技 (up nearly 12%) [2]. - In the Hong Kong market, the gold and jewelry sector also performed strongly, with 六福集团 rising nearly 7% and 周大福 increasing over 5% [2]. - Since 2025, international gold prices have seen a significant upward trend, with fluctuations becoming more pronounced in May [2]. Group 2: Company Financials - 周大福 reported a revenue of 896.56 billion HKD for the year ending March 31, 2025, a decrease of 17.53% year-on-year, while net profit attributable to shareholders fell by 8.97% to 59.16 billion HKD [3]. - Despite the decline in revenue, the operating profit showed resilience, increasing by 9.8% to 147.46 billion HKD, with an operating profit margin expanding by 400 basis points to 16.4% [3]. - The return on equity for the company reached 21.9%, improving from the historical average of 18.4% over the past five years [3]. Group 3: Strategic Responses - 萃华珠宝 indicated that the rapid increase in gold prices could lead to significant short-term gains but may suppress long-term consumer demand, suggesting a need for strategic adjustments [3]. - 周大福 highlighted a 105.5% year-on-year increase in revenue from gold products featuring design and special craftsmanship, with the retail value share of these products rising from 7.1% to 19.2% [5]. - The company’s special series, such as the "传福系列" and "故宫系列," achieved sales of approximately 4 billion HKD each, exceeding annual targets [5].
印度黄金期货突破10万卢比,创下历史新高
news flash· 2025-06-13 07:52
交易员称,由于卢比疲软以及追踪海外市场的涨势,印度黄金期货于周五上午首次突破重要心理关口10 万卢比/10克(1161.02美元)。金价的高涨对全球第二大黄金消费国的需求造成了挤压。 ...
港股概念追踪|特朗普单边关税言论及美国CPI令美元承压 黄金价格继续攀高(附概念股)
智通财经网· 2025-06-12 00:26
Group 1 - Gold prices have recently seen an increase, with spot gold breaking through $3360.00 per ounce, currently reported at $3359.78 per ounce, up 0.14% for the day. COMEX gold futures are reported at $3380.30 per ounce, up 1.09% for the day [1] - The European Central Bank's annual report indicates that the dollar's share in global foreign exchange reserves is 46% for 2024, showing a slight decline from the previous year. In contrast, gold's share in foreign exchange reserves has risen to 20%, surpassing the euro to become the second-largest reserve asset globally [1] - China's foreign exchange reserves reached $32853 billion by the end of May, increasing by $36 billion, or 0.11%, from the end of April. Gold reserves increased by 60,000 ounces, marking the central bank's continuous seven-month accumulation [2] Group 2 - The report from AT Global Markets highlights that uncertainty in the market is driven by U.S. President Donald Trump's announcement of unilateral tariff rates, which has put pressure on the dollar [1] - The chief economist at Zheshang Securities anticipates further upward potential for gold prices, emphasizing the positive impact of central bank gold purchases on gold prices in the medium to long term [2] - Several Hong Kong-listed companies related to gold and precious metals include Zijin Mining (02899), Shandong Gold (01787), and China Gold International (02099), among others [3]