每经AI快讯，赫美集团（SZ 002356，收盘价：3.29元）8月25日晚间发布公告称，公司第六届第二十七 次董事会临时会议于2025年8月25日在深圳市南山区中心路3008号深圳湾1号T7座2205公司会议室召 开。会议审议了《关于控股子公司对外投资项目的议案》等文件。 2025年1至6月份，赫美集团的营业收入构成为：能源销售及加注占比75.15%，钻石首饰销售业占比 24.34%，共享单车运营占比0.34%，其他占比0.17%。 截至发稿，赫美集团市值为43亿元。 每经头条（nbdtoutiao）——A股成交连续8天破2万亿元，券商招聘也来了！行业巨头秋招"求才"，25个 岗位都有什么特点？ （记者 王晓波） ...

Overview - The jewelry industry in China has seen a steady increase in demand due to rising consumer purchasing power and a shift in consumer preferences towards quality, brand, and cultural significance [1][11] - In 2023, the market size of China's jewelry industry reached 820 billion yuan, a year-on-year growth of 14.05%. However, in 2024, the market is expected to shrink to 778.8 billion yuan due to macroeconomic slowdown and decreased consumer confidence [1][11] Market Size - The market size breakdown for 2024 includes: - Gold products: approximately 568.8 billion yuan (73.0%) - Diamond products: approximately 43 billion yuan (5.5%) - Jade products: approximately 98 billion yuan (12.6%) - Colored gemstones: approximately 27 billion yuan (over 3.5%) - Pearl products: approximately 21 billion yuan (nearly 2.7%) - Platinum and silver products: approximately 8 billion yuan (1.0%) - Fashion jewelry and other categories: approximately 13 billion yuan (1.7%) [1][11] Industry Chain - The upstream of the jewelry industry includes suppliers of raw materials such as gold, diamonds, jade, colored gemstones, pearls, platinum, and silver, as well as suppliers of processing equipment [4] - The midstream involves design, research and development, and manufacturing processes [4] - The downstream consists of sales channels including jewelry specialty stores, department stores, and e-commerce platforms [4][6] Sales Channels - Offline channels, including jewelry specialty stores and department stores, remain the most important sales channels in China, accounting for over 80% of the market share due to the preference for in-person shopping experiences for high-value items [6] Economic Context - In 2024, China's GDP is projected to reach 13.49 trillion yuan, growing by 5.0%. However, both GDP growth and per capita disposable income growth are expected to decline compared to previous years [8] - Retail sales of gold and silver jewelry are projected to decline by 3.1% in 2024, reflecting the sensitivity of non-essential goods to economic fluctuations [8] Competitive Landscape - The jewelry industry in China is highly competitive, with major players including China Gold, Lao Feng Xiang, Yu Garden, and others. In 2024, China Gold is expected to lead with total revenue of 60.46 billion yuan [13][15] - Lao Feng Xiang is projected to have total revenue of 56.79 billion yuan, with jewelry sales contributing 82.6% of its total revenue [17] Development Trends - The jewelry market is expected to see a polarization in consumer spending, with high-end jewelry appealing to high-net-worth individuals, while the mass market focuses on cost-effectiveness and trendy, affordable options [19] - Increasingly, Chinese jewelry companies are integrating cultural elements into their branding, promoting a shift towards a brand economy [19]

提到珠宝，尤其是宝石类，首当其冲被联想到的就是，保值和增值，这成为很多人钟爱购买珠宝的主要原因。 中国的珠宝市场也一直在增值。根据中研普华产业院发布的《2024-2029年中国金银珠宝首饰市场深度调查研究报告》显示，中国珠宝市场规模已从2018年 的5800亿元跃升至2023年的8200亿元，复合年增长率高达7.2%。2024年，该行业市场规模预计将超过9201亿元。 近期，来自香港的万邦珠宝公开向美SEC递交赴美上市招股书，计划在纳斯达克上市，股票代码：MPJS，计划发行150万普通股，占本次发行完成后的的 5%，发行价4—5美金。另外来自老股东计划出售130万股（MPJS Investment Co., Ltd。MPJS Investment Co., Ltd, a common investment holding company held by Mr. SZE Kam Fuk, Ms. SZE Sau Lan and Ms. SZE May Moon）预计本次发行市值在1.3亿美金。 值得关注的是，早在2019年，万邦珠宝曾向港交所递交招股书，拟在创业板上市。 黄金产品营收接近翻倍毛利率却下滑明显 招 ...