Group 1 - The three major stock indices opened higher, with the Shanghai Composite Index rising by 0.02%, the Shenzhen Component Index by 0.14%, and the ChiNext Index by 0.34% [1] - The National Index of Free Cash Flow saw an intraday increase of over 0.3%, with leading stocks such as Lao Feng Xiang, Jin Hong Group, City Media, and Huayu Automotive driving the gains [1] - The low-fee Free Cash Flow ETF (159201) experienced a net inflow of over 230 million yuan in the last 10 trading days, indicating a significant low-position layout characteristic [1] Group 2 - According to China Merchants Securities, as the economy stabilizes, leading listed companies are experiencing stable operations, with net cash flow beginning to grow steadily and capital expenditures declining, leading to a continuous rise in free cash flow yield [1] - The A-share weighted index is expected to undergo a revaluation in the next two years, as the concentration of small-cap factor trading has reached its limit, and new quantitative regulations are about to be implemented [1] - The Free Cash Flow ETF (159201) closely tracks the National Index of Free Cash Flow, selecting stocks with positive and high free cash flow after screening for liquidity, industry, and ROE stability, making it suitable for long-term investment [1] Group 3 - The fund management fee for the Free Cash Flow ETF is set at an annual rate of 0.15%, and the custody fee at 0.05%, both of which are the lowest in the market, maximizing benefits for investors [1]

据知情人士透露，多款由老凤祥（600612）与字节旗下火山引擎合作的AI眼镜即将于七月正式发布。 作为老凤祥首次跨界AI智能眼镜，其后台由豆包大模型提供技术支持。老凤祥跨界AI眼镜产品，将支 持视觉理解、语音对话、语义识别、电话接听等功能，主要面向老年人群体。(新浪科技) ...

Core Insights - Bulgari has established its second comprehensive after-sales service center in Haikou, following Shanghai, to enhance its service capabilities in the Hainan Free Trade Port [2] - The new service center allows for a shift from "overseas repair" to "Hainan repair," significantly reducing repair service time and logistics costs for luxury jewelry [2] - The Haikou Customs has introduced an innovative "in-zone repair + rapid release" model to streamline the repair process, enhancing service efficiency and responsiveness to local market demands [2] Company Developments - The first batch of nearly 100 jewelry pieces was repaired and delivered to customers under the supervision of Haikou Customs, marking a successful launch of the service center [2] - Mauro di Roberto, Bulgari's Greater China President, emphasized the importance of the Haikou service center for expanding services in the Asia-Pacific market [2] Industry Impact - The establishment of the service center is a crucial step in the development of Hainan's duty-free industry, facilitating a complete service chain from sales to maintenance for international luxury brands [2] - Haikou Customs plans to leverage the advantages of the "Free Trade Port + Special Customs Supervision Zone" policies to enhance the overall service experience for luxury goods in the region [2]

Group 1 - The core viewpoint is that the new consumption concept stocks are not at their peak, and there is still significant potential in various traditional industries that can transform into new consumption sectors [1][4] - The current market trend is characterized by a wave-like progression rather than a straight line, indicating that new consumption is far from over [1][2] - Retail investors often lag behind institutional investors, who adjust their strategies based on market conditions, making it crucial for retail investors to understand market dynamics [2][4] Group 2 - Quantitative data serves as a crucial tool for retail investors to understand institutional trading behaviors and to navigate market complexities [5][10] - There are two types of good stocks: those with concentrated capital inflow and those that undergo repeated adjustments by institutions [6][8] - Institutional adjustments often lead to market fluctuations that can mislead retail investors into panic selling, while quantitative data can reveal the true market signals [10][12]

黄金珠宝经营近况更新 20250610 摘要 周大福 5 月同店增长 10%，整体增长 5.2%，但华东区域如南京、无锡 等地跌幅超 30%，受内卷和线上购物影响，而北方区域增长显著，区域 不平衡是主要原因。 潮宏基 5 月整体增速 43%，优于 6 月（32%），受益于 IP 和小克重产 品，订单量下降明显，而周大福 5 月环比改善，因金价稳定后价格策略 趋稳。 金价平稳后需求回补集中在年轻消费者和一口价摆件上，潮宏基计重类 产品需求回补，因客户非价格敏感，周大福则更多回补一口价摆件如大 唐金碗。 周大福克减活动折扣外部可见 50~80，官方 30，一口价产品常规 92 折，高意向可达 85~88 折，待售店甚至七八折，价格管控力度放弱。 老凤祥销量下滑因产品研发不足，市场推广投入少，数字化体系落后， 渠道老化严重，集中在华东乡镇，受现代商业体冲击。 周大福"一口价"产品 1-5 月占总销售额 15%，金镶钻类产品占"一口 价"的 22%，镶嵌类产品表现良好，主要由黄金镶钻带动。 潮宏基黄金镶钻品类占总销售额 12%，门店每月钻石产品销售额约 10 万元，串珠类销售额约占总销售额 20%，串珠加黄金镶嵌占整 ...

证券代码：300945 证券简称：曼卡龙 1 编号：2025-023 曼卡龙珠宝股份有限公司投资者关系活动记录表 | |  特定对象调研 分析师会议 | | --- | --- | | 投资者关系 | 媒体采访 业绩说明会 | | 活动类别 | 新闻发布会 路演活动 | | | 现场参观 其他 （电话会议） | | 参与单位名称及 | 招商基金李华建、王奇玮、徐生、张西林、汪彦初、罗丽思、邓新翱、 | | 人员姓名 | 梅梅、虞秀兰、曾子潇、马思瑶 | | | 华泰证券樊俊豪、惠普、陈雪、杨思妍 | | 时间 | 2025 年 6 月 10 日 | | 地点 | 公司会议室 | | 上市公司接待 | 副总经理兼董事会秘书许恬 | | 人员姓名 | 一、介绍环节 | | | 公司副总经理兼董事会秘书许恬就公司 年度及 年一季 2024 2025 度经营情况做了介绍。 | | 投资者关系活动 | 二、问答环节 | | 主要内容介绍 | 公司在接待过程中严格按照公司《信息披露管理制度》《投资者 | | | 关系管理制度》规定，没有出现未公开重大信息泄露等情况。各方还 | | | 就公司品牌建设、产品 ...

国内金饰价格与昨日大致持平 金十数据6月10日讯，金十图示：国内多家黄金珠宝品牌公布的境内足金首饰价格与昨日大致持平，多数报998元/克。 | 司大室 | 周大生足全999 | 998 元/克 | | --- | --- | --- | | િ 草面首饰 | 菜百首饰足金999饰品 | 989.00 元/克 | | HI 附后其 | 潮宏基足金(首饰摆件) | 998 元/克 | | TSL 謝瑞麟 | 谢瑞麟足金饰品 | 998 元/克 | | まます | 金至尊足金999 | 998 元/克 | | 周六福 | 周六福足金999 | 978 元/克 | @ JIN10.COM O.C. 金十数据 | 一个交易工具 ...

中国经济网北京6月10日讯潮宏基（002345）(002345.SZ)昨日晚间披露公告称，公司拟发行境外上市外 资股(H股)股票并在香港联合交易所有限公司(以下简称"香港联交所")主板挂牌上市。 潮宏基于2025年6月9日召开了第七届董事会第三次会议，审议通过公司拟发行H股股票并在香港联交所 上市的相关议案。公司表示，此举是为进一步推进公司的全球化战略布局，提升国际品牌形象及综合竞 争力，加强与境外资本市场对接。 同日，潮宏基董事会审议通过《关于公司聘请发行H股并上市的审计机构的议案》，同意公司聘任安永 会计师事务所(以下简称"安永香港")为本次发行H股并上市的审计机构，为公司出具本次发行H股并上市 相关的会计师报告并就其他申请相关文件提供意见。 截至目前，公司正积极与相关中介机构就本次发行并上市的相关工作进行商讨，除本次董事会审议通过 的相关议案外，其他关于本次发行并上市的具体细节尚未最终确定。 潮宏基表示，本次发行并上市尚需提交公司股东会审议，在符合中国境内相关法律、法规和规范性文 件、香港法律的要求和条件下进行，并需取得中国证券监督管理委员会、香港联交所和香港证券及期货 事务监察委员会等相关政府机构、监 ...

每经记者｜舒冬妮 每经编辑｜陈俊杰 ｜ 2025年6月10日 星期二 ｜ NO.1 潮宏基：拟发行H股股票并在香港联交所上市 潮宏基公告，公司于2025年6月9日召开第七届董事会第三次会议，审议通过了拟发行H股股票并在香港 联合交易所上市的相关议案。公司表示，此举旨在推进全球化战略布局，提升国际品牌形象及综合竞争 力，加强与境外资本市场对接。目前，公司正积极与相关中介机构就本次发行并上市的相关工作进行商 讨，具体细节尚未最终确定。本次发行并上市尚需提交公司股东会审议，并需取得相关政府机构、监管 机构备案、批准和/或核准。 NO.3 布鲁可、古茗等新消费牛股被调入港股通 沪深交易所发布公告称，因恒生综合中型股指数实施成份股调整，根据有关规定，港股通标的证券名单 发生调整，布鲁可、古茗、蜜雪集团被调入，自6月9日起生效。截至6月9日收盘，布鲁可涨22.34%， 总市值为481.8亿港元。蜜雪集团涨5.41%，总市值为2146.7亿港元。古茗涨4.34%，总市值为657.57亿港 元。 点评：随着潮宏基不断优化产品和服务，其品牌影响力有望进一步扩大，为股东创造更多价值。对于投 资者而言，潮宏基拟在港股市场上市为投资 ...

Group 1 - The company,潮宏基, plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange to enhance its global strategy and brand image [1] - The company is currently in discussions with intermediaries regarding the issuance and listing, with specific details yet to be finalized [1] - The stock price of潮宏基 experienced significant fluctuations, with a cumulative increase of over 20% in three consecutive trading days prior to the announcement [1] Group 2 - In 2024,潮宏基 achieved revenue of 6.518 billion yuan, a year-on-year increase of 10.48%, but the net profit attributable to shareholders decreased by 41.91% to 193 million yuan [2] - In Q1 2025, the company reported a revenue of 2.252 billion yuan, a year-on-year growth of 25.36%, and a net profit of 189 million yuan, up 44.38% [2] - The company has initiated its international expansion by opening stores in Kuala Lumpur, Malaysia, and Bangkok, Thailand, marking a significant step in its brand internationalization [2] - For 2025, the company aims to focus on its core business and internationalization strategy, emphasizing refined operations and digital empowerment to strengthen its competitive edge [2]