定价首饰
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金价令人望而生畏 黄金公司业绩何以向好
2 1 Shi Ji Jing Ji Bao Dao· 2025-10-22 12:51
进一步拆解六福集团三季度财报,按重量计价的黄金及铂金产品仍是营收主力;而定价首饰,尤其是定 价黄金产品则成为增速最快的"黑马"品类。 10月21日,黄金价格经历"历史性"回调,创下12年来最大单日跌幅;次日,金价持续下跌,据wind数 据,截至发稿,伦敦金现报4065美元/盎司,单日跌幅1.44%。 虽金价有所回调,但多家黄金首饰品牌报价仍高于1200元/克,稳定在千元价位。 居高不下的金价一度使得黄金消费遇冷,而六福集团(0590.HK)公布的2026财年第二季度(即7月1 日-9月30日)及10月前两周的零售销售表现显示,由高金价导致的黄金消费颓势似乎有所好转。 第三季度,六福集团整体零售值同比增长18%,零售收入增15%,同店销售增10%,均保持两位数增 长。 不过,六福集团披露的财报亦显示,虽然黄金产品的同店销售额增长,但所销售的黄金产品重量出现下 跌。 总的来看,黄金价格持续在高位波动,黄金消费尚未稳定,金企受到的挑战也仍然存在。 金饰销售扭转颓势 此番黄金价格"跳水"前,9、10月份,金价经历了急速走高的过程,上海黄金交易所AU99.99价格直接 站上900元/克高位。 而据六福财报披露,"消费者 ...
六福集团(00590) - 2025 H2 - 电话会议演示
2025-06-27 04:55
Financial Performance - Revenue reached HK$13,341 million[8] - Operating profit was HK$1,412 million, a decrease of 33.3% year-over-year[8,10] - Profit attributable to equity holders amounted to HK$1,100 million, down 37.8%[8] - Adjusted operating profit (excluding gold hedging losses) was HK$1,904 million, up 14.8%[8] - Basic earnings per share were HK$1.87, a decrease of 37.9%[8] Dividends - Annual dividend per share was HK$1.10[8] - Dividend payout ratio was 59%[8] - Proposed final dividend per share is HK$0.55[8] Key Financial Indicators - Inventories increased to HK$10,739 million, a rise of 12.2%[18] - Net cash/ (borrowing) was -HK$205 million, a decrease of 135.9%[18] - Average inventory turnover days increased to 427 days[18] Revenue Breakdown - Revenue from Hong Kong, Macau & Overseas was HK$8,068 million[22] - Revenue from Mainland China was HK$5,273 million[22] - Retailing revenue was HK$11,031 million[25] - Wholesaling revenue was HK$1,406 million[25] - Licensing revenue was HK$904 million[25]