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港股异动 | 黄金珠宝股今日走低 国际金价急速下挫 国内首饰金价同步迎来大幅回调
Zhi Tong Cai Jing· 2026-02-02 08:17
(原标题:港股异动 | 黄金珠宝股今日走低 国际金价急速下挫 国内首饰金价同步迎来大幅回调) 智通财经APP获悉,黄金珠宝股今日走低,截至发稿,周生生(00116)跌6.21%,报13.75港元;六福集团 (00590)跌4.92%,报30.56港元;周大福(01929)跌4.58%,报13.74港元;老铺黄金(06181)跌3.86%,报 748港元。 消息面上,2月2日,黄金继续大幅下跌,伦敦现货金距离1月29日高点跌幅一度超过1000美元/盎司。受 国际金价急速下挫传导影响,国内首饰金价同步迎来大幅回调。据央广财经报道,市场监测显示,周生 生的足金饰品价格已调整至1484元/克,与前一交易日的1618元/克相比,每克价格下降了134元。 高盛发布研报称,预期中国珠宝市场今年增长将放缓至4%,相较于去年黄金强劲上升周期推动市场在 低基数下增长约10%。以及行业股价大幅跑赢恒生指数。因此,基于较高基数、需求恢复正常,以及整 体消费力仍不稳定,该行对今年行业持"中性"看法。 ...
大行评级|高盛:预期中国珠宝市场今年增长将放缓至4%,老铺黄金具备增长机遇
Ge Long Hui· 2026-01-30 06:42
Group 1 - The core viewpoint of the report is that the growth of the Chinese jewelry market is expected to slow to 4% this year, compared to approximately 10% growth last year driven by a strong rise in gold prices from a low base [1] - The slowdown is attributed to a higher base, normalization of demand, and overall unstable consumer spending power, leading the company to maintain a "neutral" outlook for the industry this year [1] - The target gold price by the end of this year is set at $5,400 per ounce, representing a 25% year-on-year increase [1] Group 2 - The company sees growth opportunities for Lao Pu Gold and reiterates a "buy" rating with a target price of HKD 1,128, believing that profit growth by 2026 will benefit from customer growth driven by brand and product cycle upswing, store network expansion, and improved gross margins [1] - In a rising gold price environment, pricing products appear attractive, and combined with the brand upgrade cycle, this is favorable for the demand for Lao Pu Gold [1]