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看老铺黄金、菜百股份、曼卡龙如何逆势增长
Sou Hu Cai Jing· 2025-05-18 13:25
▲今年情人节期间,老铺黄金店面前大排长龙 作为"古法黄金"概念的倡导者,老铺黄金成功将黄金从投资品赛道切换至奢侈品赛道。其核心策略在于将传统文化、工艺和现代设计结合,赋予黄金"文 化消费"与"身份象征"的双重价值。2024年,老铺黄金足金产品收入97.87亿元,占总收入的比例高达99.9%,截至2024年12月31日,拥有原创设计近2000 项,其中境内专利249项,作品著作权1314项,境外专利228项,高工艺产品的溢价能力显著提升,毛利额同比激增162.9%至35.01亿元。 品牌的高端化定位进一步强化了老铺黄金的市场竞争力——其门店全部进驻SKP、万象城等顶级商业中心,单店坪效达3.28亿元,远超行业平均水平。此 外,35万名忠诚会员(同比增长75%)的复购贡献,使得同店收入增长率超过120.9%。这种"文化+工艺+高端场景"的闭环,不仅吸引了高净值客群,更将 黄金从"保值工具"转化为"社交货币",开辟了新的增长空间。 菜百股份:全渠道深耕投资与文化双赛道 2024年,国际金价持续上涨,消费需求受到抑制,黄金珠宝行业整体面临严峻挑战。根据黄金珠宝上市公司2024年财报,半数以上企业营收与净利润缩 水,头 ...
【私募调研记录】鸿道投资调研菜百股份、日发精机
Zheng Quan Zhi Xing· 2025-05-13 00:12
Group 1: Cai Bai Co., Ltd. (菜百股份) - Cai Bai Co., Ltd. plans to open approximately 10 new stores in 2024, with over half already opened, including the largest flagship store in Beijing Shunyi Xiangyun Town [1] - The company reported a slight decrease in revenue contribution from its main store despite an increase in overall store scale, with growth in chain stores and online business, as well as strong performance in bank channels [1] - Sales of precious metal investment products have seen significant growth, while gold jewelry sales remain stable, and cultural products related to precious metals have performed well; however, sales of diamond and jade jewelry have declined [1] - The company adheres to a pricing principle of "selling genuine goods at fair prices" and plans to distribute a cash dividend of 7.20 yuan per 10 shares (including tax) for the 2024 fiscal year [1] Group 2: Ri Fa Precision Machinery Co., Ltd. (日发精机) - Ri Fa Precision Machinery has a strong competitive advantage in the bearing equipment sector, ranking high in market share [2] - The company completed the R&D of a CNC thread grinding machine in 2023, designed for processing lead screws and nuts in industries such as new energy vehicles and humanoid robots, with initial deliveries made to select customers [2] - However, large-scale production has not yet been achieved due to some downstream industries still being in early stages, and continuous capacity release for CNC grinding equipment has not been realized [2] - The company is in discussions regarding compensation for five aircraft detained by Airwork, with negotiations ongoing with Russian clients and insurance companies [2]
【私募调研记录】沣京资本调研菜百股份
Zheng Quan Zhi Xing· 2025-05-13 00:12
Group 1 - The core viewpoint of the news is that Fengjing Capital has conducted research on Cai Bai Co., which includes insights into the company's 2024 store opening plans, channel and product structure changes, pricing strategies, and dividend distribution [1] - Cai Bai Co. plans to open approximately 10 new stores in 2024, with over half already opened, including the largest flagship store in Beijing Shunyi Xiangyun Town [1] - The company reported a slight decrease in revenue contribution from its main store despite growth in total store scale, with significant growth in chain stores and online business, as well as good performance in bank channels [1] Group 2 - The sales of precious metal investment products have seen a significant increase, while gold jewelry sales remain stable, and there is a good rise in precious metal cultural products; however, sales of diamond and jade jewelry have declined [1] - Cai Bai Co. adheres to a pricing principle of "selling genuine goods at real prices" [1] - The annual profit distribution plan for 2024 proposes a cash dividend of 7.20 yuan (including tax) for every 10 shares [1]
菜百股份:中信建投、鸿道投资等多家机构于5月7日调研我司
Sou Hu Cai Jing· 2025-05-12 09:46
证券之星消息,2025年5月12日菜百股份(605599)发布公告称中信建投李源、鸿道投资阎玥颖、方正资管 聂贻哲 王炳修、泰康基金郭嘉熙、华能信托郭宝运、观富资产尹佳瑜、瑞士基金Gillian Chen、众安保险孙 毓晨、新华资产阴舒、中加基金薛杨 于成琨、国富人寿张歌、华夏基金高爽 张超、中信保诚乐华昭、方正 自营王博、招商证券唐圣炀 侯宇彤 孟紫君、金百镕投资刘晓爽、东兴基金高坤、奇迹源泉李昊原、九泰基 金刘科岑、中金基金刘潇、天弘基金刘莹、农银人寿朱姝婧、沣京资本汤晨晨、开源证券黄泽鹏、西部利 得温震宇、北京城天九投资张吉喆于2025年5月7日调研我司。 问:能否介绍一下公司 2024 年以来的主要渠道和产品结构变化 答:公司专注黄金珠宝零售主业经营,希望以良好的经营业绩报投资者。公司 2024 年年度利润分配预案为 拟以实施权益分派股权登记日登记的总股本为基数,向全体股东每 10股派发现金红利 7.20 元(含税),该 预案尚需提交公司 2024 年年度股东大会审议。 具体内容如下: 此次活动中,各方还就营销策略、消费场景、客群结构等内容进行了交流,具体内容可参阅公司此前披露 的投资者关系活动记录表 ...