Workflow
素金手镯
icon
Search documents
黄金产业链叙事现分化: 上游享受金价红利 下游深耕产品溢价
当足金饰品单价逼近每克1500元,传统按克计价的销售模式遭遇价格敏感考验,而以"一口价"模式为代 表、融合古法工艺与文化赋能的黄金饰品,却在年轻消费者中逆势走红。 从老铺黄金门店外排起的长队,到周大福、潮宏基(002345)等品牌纷纷跟进推出定价类产品,一场 从"重量计价"到"价值计价"的消费转型正在金饰市场蔓延。与此同时,上游企业则直接受益于金价上 涨,盈利有望充分释放。 "一口价"黄金产品更受青睐 在上海陆家嘴国金中心商场内的老铺黄金门店,即便是工作日下午的非客流高峰时段,现场依旧人潮涌 动,等待进店的消费者在店外排起长队。"目前排队等候时间大概需要半小时,麻烦耐心等候。需要跟 您说明的是,我们门店现阶段暂无任何促销活动。"该店工作人员一边引导排队秩序,一边向身旁驻足 询问的中国证券报记者解释道。 排队队伍中,一名90后消费者小鱼直言:"马上就要到农历新年了,想给自己添点金饰,图个好彩头。 但这段时间金价涨得实在太快了,我之前跑了好几家金店,发现很多品牌的足金饰品单价都已接近1500 元/克。对比下来,老铺黄金这款我看中的素金手镯,虽然折算下来差不多每克1600多元,比按克计费 的基础款贵一点,但它的古法 ...
“85度C”关闭多家门店;周大福、周生生等品牌的“一口价”金饰涨价丨消费早参
Mei Ri Jing Ji Xin Wen· 2025-10-14 23:27
Group 1: 85 Degrees C Bakery Brand - The bakery chain "85 Degrees C" has closed multiple stores in cities like Nanjing and Hangzhou, with some locations seeing a reduction in store count by half [1] - The brand has not disclosed the exact number of closures or reasons, but industry analysis suggests declining same-store sales and competition as primary factors [1] - The brand's rapid expansion was driven by its "coffee + bread" model, peaking at over 1,000 stores nationwide, indicating a potential adjustment period for traditional bakery models [1] Group 2: Gold Jewelry Price Increase - On October 14, spot gold prices surpassed 1,210 yuan per gram, marking an increase of approximately 400 yuan per gram for the year [2] - Brands like Chow Tai Fook and Chow Sang Sang announced price hikes for their "one-price" gold jewelry, with increases ranging from 10% to 35% starting mid-October [2] - Many styles of gold rings and bracelets from established brands are sold out, indicating a supply-demand imbalance driven by rising gold prices [2] Group 3: Regulation on Low-Price Competition - The newly revised Anti-Unfair Competition Law prohibits platform operators from forcing sellers to sell below cost, aiming to curb disruptive low-price competition [3] - This regulation is expected to limit the aggressive pricing strategies of leading brands, potentially alleviating operational pressure on smaller businesses [3] - The law may help restore the pricing system and promote quality competition in the industry, highlighting the importance of compliance and product differentiation for brands [3] Group 4: "Yujian Xiaomian" IPO Application - "Yujian Xiaomian" has received approval from the China Securities Regulatory Commission for its overseas listing application, planning to issue up to 235 million shares [4] - The company aims to convert 613 million shares held by 11 shareholders into shares for overseas listing on the Hong Kong Stock Exchange [4] - A successful IPO could enable the company to accelerate store openings and upgrade its supply chain, positively impacting the restaurant sector's sentiment [4]