纺织服装 行业周报（20250615-20250621） 同步大市-A(维持) 电商"618"大促落幕，老铺黄金海外首店 6 月 21 日于新加坡开业 来源：最闻，山西证券研究所 相关报告： 【山证纺织服装】周大福公布 2025 财 年年度业绩，经营质量显著提升-【山证 纺服】行业周报 2025.6.16 【山证纺织服装】5 月国内社零同比增 长 6.4%，限上纺织服装品类增速环比回 升-【山证纺服】5 月社零数据点评 2025.6.16 分析师： 王冯 执业登记编码：S0760522030003 邮箱：wangfeng@sxzq.com 孙萌 执业登记编码：S0760523050001 邮箱：sunmeng@sxzq.com 本周观察：电商"618"大促数据 根据星图数据，2025 年 "618"购物节综合电商销售总额为 8556 亿元，同比增长 15.2%；即时零售销售额达 296 亿元，同比增长 18.7%；社区团购销售额为 126 亿元， 同比增长-9.1%。（同比时间为：2025 年 5 月 13 日-6 月 18 日 VS 2024 年 5 月 20 日- 2024 年 6 月 18 日）。 20 ...

雷递网 雷建平 6月5日 老铺黄金（股票代码："06181"）今日股价一度突破1000港元，但很快跳水，截至目前，股价下跌7.6%，跌至918.5港元，公司市值仍高达1586亿港元。 老铺黄金是2024年6月底在港股上市，当时发行1945.13万股，发行价为40.5港元，募资总额为7.88亿港元，扣除发行费用后，募资净额约7.13亿港元。 老铺黄金2021年、2022年、2023年、2024年营收分别为14.59亿元、15亿元、36.77亿元、97.95亿元；毛利分别为12.64亿元、12.94亿元、31.8亿元、85亿元。 | | | | 假設發售量調整權 | | 假設發售量調整權 | | | --- | --- | --- | --- | --- | --- | --- | | | | 將認購的 | 及超額配股權未獲行使 | | 及超額配股權獲悉數行使 | | | | | 發售股份 | 佔發售股份的 | 佔所有權的 | 佔發售股份的 | 佔所有權的 | | 基石投資者 | 投資總額 | 數目(1)(2) | 概約百分比 | 概約百分比 | 概約百分比 | 概約百分比 | | Tencent Huang R ...

Core Insights - Laopuhuang achieved a sales performance of 9.8 billion yuan (including tax) for the fiscal year ending December 31, 2024, representing a year-on-year growth of 166% [1] - The company reported a net profit of 1.47 billion yuan, which is a 254% increase compared to the previous year [1] - Laopuhuang's average sales per store in mainland China reached 328 million yuan, ranking first among all well-known jewelry brands in terms of average revenue and sales per square meter [1][3] Company Overview - Founded in 2009, Laopuhuang is the first brand in China to promote the "ancient method gold" concept and is recognized as the leading brand in handcrafted gold products [3] - The brand is known for its authentic craftsmanship, including techniques that are classified as national intangible cultural heritage, such as "flower silk inlay" and "wrong gold and silver" [3] - Laopuhuang has developed a complete product system and product line, with nearly 2,000 original designs and over 1,300 copyrights [3] Market Position and Expansion - As of December 31, 2024, Laopuhuang's membership reached approximately 350,000, an increase of 150,000 members compared to the same period last year [4] - The brand is set to open new stores in major commercial centers across China, including locations in Shanghai and Hong Kong, by the end of 2025 [4] - Laopuhuang plans to expand internationally, with its first overseas store opening in Singapore's Marina Bay Sands shopping center in June 2025 [4]